Twin Peaks Capital’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
Other funds holding AMAT
Twin Peaks Capital's AMAT Position: Q3 2026 in Review
Twin Peaks Capital reduced its Applied Materials (AMAT) stake by 82% in Q3 2026, selling an estimated $7.11M and leaving 3,000 shares worth $1.53M. The position accounts for 0.88% of the portfolio, ranked #20.
Twin Peaks Capital first reported a position in AMAT in Q2 2026 and has held it in 2 quarters since. The position peaked at $12.3M in Q2 2026. 2,866 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.
- Twin Peaks Capital held 3,000 shares of Applied Materials worth $1.53M as of Q3 2026.
- Twin Peaks Capital sold 14,000 Applied Materials shares in Q3 2026, an estimated $7.11M.
- Applied Materials made up 0.88% of Twin Peaks Capital's portfolio in Q3 2026, its #20 holding.
- Twin Peaks Capital first reported a position in Applied Materials in Q2 2026 and has held it in 2 quarters since.
- Twin Peaks Capital's Applied Materials position peaked at $12.3M in Q2 2026.
- 2,866 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.
Based on Twin Peaks Capital's 13F filing for Q3 2026, filed 3 Nov 2026.