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Livermore
Livermore
ZHEN

Dundas Partners LLP

SEC CIK
0001742418
Latest filing
Aug 14, 2026

AMAT holding history

Applied Materials Inc in every 13F filed by Dundas Partners LLP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AMAT overviewAll 13F holders of AMATFull Q2 2026 holdings

Shares (Q2 2026)
252,561
Value
$182.6M
% of portfolio
13.2%
Quarters held
22
Since Q1 2021
Holdings of AMAT by Dundas Partners LLP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026252,561$182.6M13.2%−10,385−3.9%ReducedHolders
Q1 2026262,946$89.9M7.2%−11,186−4.1%ReducedHolders
Q4 2025274,132$70.4M5.0%−4,262−1.5%ReducedHolders
Q3 2025278,394$57.0M4.0%+165,912+147.5%AddedHolders
Q2 2025112,482$34.7M2.4%−153,730−57.7%ReducedHolders
Q1 2025266,212$38.6M2.8%00.0%UnchangedHolders
Q4 2024266,212$43.3M3.0%00.0%UnchangedHolders
Q3 2024266,212$53.8M3.9%+264,064+12,293.5%AddedHolders
Q2 20242,148$417.0K<0.1%−234,918−99.1%ReducedHolders
Q1 2024237,066$48.9M3.8%00.0%UnchangedHolders
Q4 2023237,066$38.4M3.3%+3,013+1.3%AddedHolders
Q3 2023234,053$32.4M3.2%00.0%UnchangedHolders
Q2 2023234,053$33.8M3.2%00.0%UnchangedHolders
Q1 2023234,053$28.7M3.0%+3,584+1.6%AddedHolders
Q4 2022230,469$22.4M2.4%00.0%UnchangedHolders
Q3 2022230,469$18.9M2.2%00.0%UnchangedHolders
Q2 2022230,469$21.0M2.3%+50,140+27.8%AddedHolders
Q1 2022180,329$23.8M2.2%+62,154+52.6%AddedHolders
Q4 2021118,175$16.3M2.0%00.0%UnchangedHolders
Q3 2021118,175$15.2M2.1%00.0%UnchangedHolders
Q2 2021118,175$16.8M2.4%+4,957+4.4%AddedHolders
Q1 2021113,218$15.1M2.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.