Cambiar Investors LLC’s Applied Matls Inc Position
Does Cambiar Investors LLC own Applied Matls Inc (AMAT)? Yes — 148.1K shares worth $51M (+2.34% of its 13F portfolio) as of Q1 2026, down from 178.2K shares the prior filed quarter.
Position Value
$51M
Q1 2026
Shares
148.1K
% of Portfolio
+2.34%
Quarters Held
28
currently held
Position History AMAT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 148.1K | $51M | +2.34% |
| Q4 2025 | 178.2K | $46M | +2.05% |
| Q3 2025 | 197.9K | $41M | +1.84% |
| Q2 2025 | 141.3K | $26M | +1.09% |
| Q1 2025 | 140.4K | $20M | +0.86% |
| Q4 2024 | 147.7K | $24M | +0.95% |
| Q3 2024 | 138.2K | $28M | +1.07% |
| Q2 2024 | 176.8K | $42M | +1.63% |
| Q1 2024 | 180.6K | $37M | +1.39% |
| Q4 2023 | 219.6K | $36M | +1.40% |
| Q3 2023 | 225.4K | $31M | +1.33% |
| Q2 2023 | 284.5K | $41M | +1.74% |
| Q1 2023 | 299.3K | $37M | +1.58% |
| Q4 2022 | 311.7K | $30M | +1.38% |
| Q3 2022 | 339.8K | $28M | +1.40% |
| Q2 2022 | 325.5K | $30M | +1.32% |
| Q1 2022 | 217.6K | $29M | +1.08% |
| Q4 2021 | 411.3K | $65M | +2.22% |
| Q3 2021 | 425.4K | $55M | +1.88% |
| Q2 2021 | 425.3K | $61M | +1.95% |
| Q1 2021 | 424.0K | $57M | +1.97% |
| Q4 2020 | 581.0K | $50M | +1.96% |
| Q3 2020 | 736.8K | $44M | +2.00% |
| Q2 2020 | 790.9K | $48M | +2.19% |
| Q1 2020 | 707.6K | $32M | +1.63% |
| Q4 2019 | 457.7K | $28M | +0.90% |
| Q3 2019 | 874.7K | $44M | +1.40% |
| Q2 2019 | 1.04M | $47M | +1.21% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Cambiar Investors LLC’s full portfolio or all institutional holders of AMAT.