TIGER GLOBAL MANAGEMENT LLC: APPLIED MATERIALS INC (AMAT): Quarterly 13F Position History
As of Q2 2026, TIGER GLOBAL MANAGEMENT LLC reported 1,632,210 shares of APPLIED MATERIALS INC (AMAT), worth $1.2B and representing 4.9% of its 13F equity book. Quarter-over-quarter share count change: 24,690 (-1.5%) . The position first appeared in Q1 2023 and has been disclosed across 14 13F-HR filings in Pactolio's tracked window.
- 1,632,210Shares Held (Latest Filing)
- $1.2BReported Market Value (Latest Filing)
- 4.9%Portfolio Weight (% of 13F Equity Book)
- 24,690Quarter-over-Quarter Share Change
- +$613.8MQuarter-over-Quarter Value Change
- 1,656,900Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 14 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,632,210 | 24,690 | -1.5% | $1.2B | 4.9% | $723.0 |
| Q1 2026 | 1,656,900 | +761,700 | +85.1% | $566.3M | 2.5% | $341.8 |
| Q4 2025 | 895,200 | 0 | – | $230.1M | 0.8% | $257.0 |
| Q3 2025 | 895,200 | 0 | – | $183.3M | 0.6% | $204.7 |
| Q2 2025 | 895,200 | 0 | – | $163.9M | 0.5% | $183.1 |
| Q1 2025 | 895,200 | 0 | – | $129.9M | 0.5% | $145.1 |
| Q4 2024 | 895,200 | 0 | – | $145.6M | 0.6% | $162.6 |
| Q3 2024 | 895,200 | 0 | – | $180.9M | 0.8% | $202.1 |
| Q2 2024 | 895,200 | +895,200 | – | $211.3M | 1.0% | $236.0 |
| Q1 2024 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2023 | 0 | 419,500 | -100.0% | $0 | 0.0% | – |
| Q1 2023 | 419,500 | – | – | $51.5M | 0.5% | $122.8 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did TIGER GLOBAL MANAGEMENT LLC first disclose a AMAT position in 13F-HR filings?
TIGER GLOBAL MANAGEMENT LLC first reported APPLIED MATERIALS INC (AMAT) on its 13F-HR filing for the period ending 2023-03-31 (Q1 2023). The position has appeared on 14 reported quarters within Pactolio's tracked window.
What was TIGER GLOBAL MANAGEMENT LLC's most recent quarter-over-quarter share-count change in AMAT?
Between Q1 2026 and Q2 2026, TIGER GLOBAL MANAGEMENT LLC reduced its AMAT position by 24,690 shares (-1.5%), leaving 1,632,210 shares at a market value of $1.2B.
Does the implied price-per-share represent TIGER GLOBAL MANAGEMENT LLC's cost basis in AMAT?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.