Zevenbergen Capital Investments’s Applied Materials AMAT Stock Holding History

Zevenbergen Capital Investments’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	$57M	Hold	78,800	–	–	1.3%	23
2026 Q1	$26.9M	Buy	78,800 +8,800	+13%	+$2.96M	0.77%	35
2025 Q4	$18M	Hold	70,000	–	–	0.4%	47
2025 Q3	$14.3M	Hold	70,000	–	–	0.28%	50
2025 Q2	$12.8M	Hold	70,000	–	–	0.25%	52
2025 Q1	$10.2M	Hold	70,000	–	–	0.25%	54
2024 Q4	$11.4M	Hold	70,000	–	–	0.23%	51
2024 Q3	$14.1M	Hold	70,000	–	–	0.3%	50
2024 Q2	$16.5M	Hold	70,000	–	–	0.35%	46
2024 Q1	$14.4M	Sell	70,000 -6,000	-8%	-$1.1M	0.31%	52
2023 Q4	$12.3M	Hold	76,000	–	–	0.28%	56
2023 Q3	$10.5M	Buy	76,000 +9,000	+13%	+$1.29M	0.27%	56
2023 Q2	$9.68M	Sell	67,000 -3,000	-4%	-$375K	0.23%	54
2023 Q1	$8.6M	Hold	70,000	–	–	0.23%	55
2022 Q4	$6.82M	Hold	70,000	–	–	0.23%	59
2022 Q3	$5.74M	Buy	+70,000	New	+$6.75M	0.16%	63

Other funds holding AMAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Zevenbergen Capital Investments's AMAT Position: Q2 2026 in Review

Zevenbergen Capital Investments held its Applied Materials (AMAT) position steady in Q2 2026 at 78,800 shares worth $57M. The position accounts for 1.3% of the portfolio, ranked #23.

Zevenbergen Capital Investments first reported a position in AMAT in Q3 2022 and has held it in 16 quarters since. 1,260 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Zevenbergen Capital Investments held 78,800 shares of Applied Materials worth $57M as of Q2 2026.
Zevenbergen Capital Investments left its Applied Materials share count unchanged in Q2 2026.
Applied Materials made up 1.3% of Zevenbergen Capital Investments's portfolio in Q2 2026, its #23 holding.
Zevenbergen Capital Investments first reported a position in Applied Materials in Q3 2022 and has held it in 16 quarters since.
1,260 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Zevenbergen Capital Investments's 13F filing for Q2 2026, filed 16 Jul 2026.