Tairen Capital’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
Other funds holding AMAT
Tairen Capital's AMAT Position: Q2 2026 in Review
Tairen Capital reduced its Applied Materials (AMAT) stake by 100% in Q2 2026, selling an estimated $39.9M and leaving 400 shares worth $289K. The position accounts for 0.03% of the portfolio, ranked #42.
Tairen Capital first reported a position in AMAT in Q3 2019 and has held it in 4 quarters since. The position peaked at $29.7M in Q1 2026. 3,500 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.
- Tairen Capital held 400 shares of Applied Materials worth $289K as of Q2 2026.
- Tairen Capital sold 86,400 Applied Materials shares in Q2 2026, an estimated $39.9M.
- Applied Materials made up 0.03% of Tairen Capital's portfolio in Q2 2026, its #42 holding.
- Tairen Capital first reported a position in Applied Materials in Q3 2019 and has held it in 4 quarters since.
- Tairen Capital's Applied Materials position peaked at $29.7M in Q1 2026.
- 3,500 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.
Based on Tairen Capital's 13F filing for Q2 2026, filed 13 Aug 2026.