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Engine No. 1 LLC

SEC CIK
0001835549
Latest filing
Nov 14, 2025

AMAT holding history

Applied Materials Inc in every 13F filed by Engine No. 1 LLC, 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 Q3 2025 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q2 2021
Holdings of AMAT by Engine No. 1 LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−51,231−100.0%Sold outHolders
Q2 202451,231$12.1M12.7%00.0%UnchangedHolders
Q1 202451,231$10.6M12.5%+51,231NewHolders
Q3 20230$00.0%−189,595−100.0%Sold outHolders
Q2 2023189,595$27.4M13.4%−14,148−6.9%ReducedHolders
Q1 2023203,743$25.0M11.7%+88,023+76.1%AddedHolders
Q4 2022115,720$11.3M5.5%+115,720NewHolders
Q1 20220$00.0%−6,180−100.0%Sold outHolders
Q4 20216,180$972.0K0.2%+1,244+25.2%AddedHolders
Q3 20214,936$635.0K0.2%+2,010+68.7%AddedHolders
Q2 20212,926$417.0K0.1%+2,926NewHolders