Tenere Capital’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
Other funds holding AMAT
Tenere Capital's AMAT Position: Q2 2026 in Review
Tenere Capital reduced its Applied Materials (AMAT) stake by 37% in Q2 2026, selling an estimated $2.81M and leaving 10,332 shares worth $7.47M. The position accounts for 5.93% of the portfolio, ranked #5.
Tenere Capital first reported a position in AMAT in Q4 2025 and has held it in 3 quarters since. 3,509 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.
- Tenere Capital held 10,332 shares of Applied Materials worth $7.47M as of Q2 2026.
- Tenere Capital sold 6,085 Applied Materials shares in Q2 2026, an estimated $2.81M.
- Applied Materials made up 5.93% of Tenere Capital's portfolio in Q2 2026, its #5 holding.
- Tenere Capital first reported a position in Applied Materials in Q4 2025 and has held it in 3 quarters since.
- 3,509 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.
Based on Tenere Capital's 13F filing for Q2 2026, filed 14 Aug 2026.