Applied Materials shares owned by Telemark Asset Management
Quarter-by-quarter ownership of Applied Materials (AMAT) shares owned by Telemark Asset Management
from 13F filings
Historical chart of Telemark Asset Management investment in Applied Materials
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Quarterly reported holdings in Applied Materials by Telemark Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $10M | 40k | 256.99 |
| 2024-09-30 | $4.0M | 20k | 202.05 |
| 2024-06-30 | $17M | 70k | 235.99 |
| 2024-03-31 | $21M | 100k | 206.23 |
| 2023-12-31 | $16M | 100k | 162.07 |