SEC 13F Intelligence

3g Capital Partners LP / AMAT

3g Capital Partners LP’s Applied Matls Inc Position

Does 3g Capital Partners LP own Applied Matls Inc (AMAT)? Yes — 35.0K shares worth $12M (+4.25% of its 13F portfolio) as of Q1 2026, up from 30.0K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
35.0K
% of Portfolio
+4.25%
Quarters Held
4
currently held

Position History AMAT

Reported value by quarter
Q2 ’23: $8MQ2 ’23Q1 ’24: $24MQ1 ’24Q2 ’24: $7MQ2 ’24Q1 ’26: $12MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202635.0K$12M+4.25%
Q2 202430.0K$7M+2.72%
Q1 2024115.0K$24M+9.96%
Q2 202358.5K$8M+8.54%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See 3g Capital Partners LP’s full portfolio or all institutional holders of AMAT.