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Applied Materials shares owned by Southpoint Capital Advisors

Quarter-by-quarter ownership of Applied Materials (AMAT) shares owned by Southpoint Capital Advisors from 13F filings

Historical chart of Southpoint Capital Advisors investment in Applied Materials

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All positions including Applied Materials held by Southpoint Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Applied Materials by Southpoint Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $64M 250k 256.99
2022-09-30 $33M 400k 81.93
2022-06-30 $36M 400k 90.98
2015-03-31 $99M 4.4M 22.56
2014-12-31 $101M 4.1M 24.92
2014-09-30 $86M 4.0M 21.61
2014-06-30 $74M 3.3M 22.55