Philippe Laffont's AMAT Position
APPLIED MATLS INC — 17 quarters of data (Q4 2021 to Q4 2025)
Current Shares
5.98M
Current Value
$1.54B
Peak Shares
5.98M
Q4 2025
Overall Change
+217%
Shares Over Time
Q4 2021
1.89M
Q1 2022
0
-100%
Q2 2022
0
-100%
Q3 2022
517.1K
+100%
Q4 2022
750.7K
+45%
Q1 2023
2.07M
+176%
Q2 2023
2.16M
+4%
Q3 2023
1.47M
-32%
Q4 2023
1.45M
-2%
Q1 2024
0
-100%
Q2 2024
0
-100%
Q3 2024
0
-100%
Q4 2024
0
-100%
Q1 2025
0
-100%
Q2 2025
0
-100%
Q3 2025
3.35M
+100%
Q4 2025
5.98M
+79%
Quarterly Detail
| Quarter | Shares | Value | $/Share | Change | Shares Δ |
|---|---|---|---|---|---|
| Q4 2025 2026-02-17 | 5.98M | $1.54B | $256.99 | +79% | +2.64M |
| Q3 2025 2025-11-14 | 3.35M | $685.68M | $204.74 | +100% | +3.35M |
| Q2 2025 2025-08-14 | SOLD | - | - | -100% | 0 |
| Q1 2025 2025-05-15 | SOLD | - | - | -100% | 0 |
| Q4 2024 2025-02-14 | SOLD | - | - | -100% | 0 |
| Q3 2024 2024-11-14 | SOLD | - | - | -100% | 0 |
| Q2 2024 2024-08-14 | SOLD | - | - | -100% | 0 |
| Q1 2024 2024-05-15 | SOLD | - | - | -100% | -1,446,802 |
| Q4 2023 2024-02-14 | 1.45M | $234.48M | $162.07 | -2% | -22,113 |
| Q3 2023 2023-11-14 | 1.47M | $203.37M | $138.45 | -32% | -693,669 |
| Q2 2023 2023-08-14 | 2.16M | $312.58B | $144540.00 | +4% | +90.2K |
| Q1 2023 2023-05-15 | 2.07M | $254.55B | $122830.00 | +176% | +1.32M |
| Q4 2022 2023-02-14 | 750.7K | $73.10M | $97.38 | +45% | +233.6K |
| Q3 2022 2022-11-14 | 517.1K | $42.37M | $81.93 | +100% | +517.1K |
| Q2 2022 2022-08-15 | SOLD | - | - | -100% | 0 |
| Q1 2022 2022-05-16 | SOLD | - | - | -100% | -1,889,195 |
| Q4 2021 2022-02-14 | 1.89M | $297.28M | $157.36 | New | - |