Summit Partners Public Asset Management’s Applied Materials AMAT Stock Holding History

Summit Partners Public Asset Management’s Portfolio AMAT Stock Details AMAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.23M	Buy	+10,000	New	+$4.61M	0.13%	118
2023 Q4	–	Sell	-90,000	Closed	-$12.5M	–	138
2023 Q3	$12.5M	Buy	90,000 +20,000	+29%	+$2.87M	0.54%	71
2023 Q2	$10.1M	Buy	+70,000	New	+$8.76M	0.37%	78
2022 Q2	–	Sell	-25,000	Closed	-$3.29M	–	138
2022 Q1	$3.29M	Buy	+25,000	New	+$3.44M	0.12%	105
2017 Q3	–	Sell	-100,000	Closed	-$4.13M	–	90
2017 Q2	$4.13M	Buy	+100,000	New	+$4.25M	0.56%	65

Other funds holding AMAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Summit Partners Public Asset Management's AMAT Position: Q2 2026 in Review

Summit Partners Public Asset Management opened a new position in Applied Materials (AMAT) in Q2 2026: 55,000 shares worth $39.8M. The stake represents 0.7% of the portfolio and ranks #47 among its holdings. This is a return to the name: Summit Partners Public Asset Management previously reported a position in AMAT as recently as Q1 2022.

Summit Partners Public Asset Management first reported a position in AMAT in Q2 2017 and has held it in 6 quarters since. 3,509 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Summit Partners Public Asset Management held 55,000 shares of Applied Materials worth $39.8M as of Q2 2026.
Applied Materials was a new Summit Partners Public Asset Management position in Q2 2026.
Applied Materials made up 0.7% of Summit Partners Public Asset Management's portfolio in Q2 2026, its #47 holding.
Summit Partners Public Asset Management first reported a position in Applied Materials in Q2 2017 and has held it in 6 quarters since.
3,509 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Summit Partners Public Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.