Applied Materials shares owned by Night Owl Capital Management
Quarter-by-quarter ownership of Applied Materials (AMAT) shares owned by Night Owl Capital Management
from 13F filings
Historical chart of Night Owl Capital Management investment in Applied Materials
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Quarterly reported holdings in Applied Materials by Night Owl Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $9.7M | 29k | 341.79 |
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