Tenzing Global Management’s Applied Materials AMAT Stock Holding History

Tenzing Global 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
2025 Q4	–	Sell	-40,000	Closed	-$8.19M	–	18
2025 Q3	$8.19M	Buy	40,000 +5,000	+14%	+$907K	4.51%	8
2025 Q2	$6.41M	Buy	+35,000	New	+$5.55M	4.01%	11

Other funds holding AMAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Tenzing Global Management's AMAT Position: Q4 2025 in Review

Tenzing Global Management sold out of Applied Materials (AMAT) in Q4 2025, closing a stake of 40,000 shares — an estimated $8.19M sold.

Tenzing Global Management first reported a position in AMAT in Q2 2025 and held it in 2 quarters. The position peaked at $8.19M in Q3 2025. 2,629 funds tracked by Wall St. Rank hold AMAT as of Q4 2025.

Tenzing Global Management reported no remaining Applied Materials position as of Q4 2025 after selling out during the quarter.
Tenzing Global Management sold 40,000 Applied Materials shares in Q4 2025, an estimated $8.19M.
Tenzing Global Management first reported a position in Applied Materials in Q2 2025 and held it in 2 quarters.
Tenzing Global Management's Applied Materials position peaked at $8.19M in Q3 2025.
2,629 funds tracked by Wall St. Rank held Applied Materials as of Q4 2025.

Based on Tenzing Global Management's 13F filing for Q4 2025, filed 17 Feb 2026.