North Growth Management Ltd. / AMAT
North Growth Management Ltd.’s Applied Matls Inc Position
Does North Growth Management Ltd. own Applied Matls Inc (AMAT)? Yes — 111.0K shares worth $38M (+5.83% of its 13F portfolio) as of Q1 2026, down from 133.0K shares the prior filed quarter.
Position Value
$38M
Q1 2026
Shares
111.0K
% of Portfolio
+5.83%
Quarters Held
29
currently held
Position History AMAT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 111.0K | $38M | +5.83% |
| Q4 2025 | 133.0K | $34M | +5.34% |
| Q3 2025 | 144.0K | $30M | +5.15% |
| Q2 2025 | 145.0K | $27M | +4.99% |
| Q1 2025 | 145.0K | $21M | +4.45% |
| Q4 2024 | 145.0K | $24M | +4.47% |
| Q3 2024 | 164.0K | $33M | +6.16% |
| Q2 2024 | 163.0K | $39M | +7.61% |
| Q1 2024 | 163.0K | $34M | +6.41% |
| Q4 2023 | 164.0K | $27M | +5.67% |
| Q3 2023 | 164.0K | $23M | +5.04% |
| Q2 2023 | 168.0K | $24M | +4.98% |
| Q1 2023 | 168.0K | $21M | +4.39% |
| Q4 2022 | 170.0K | $17M | +3.77% |
| Q3 2022 | 170.0K | $14M | +3.49% |
| Q2 2022 | 151.0K | $14M | +3.19% |
| Q1 2022 | 151.0K | $20M | +3.68% |
| Q4 2021 | 228.0K | $36M | +5.97% |
| Q3 2021 | 249.0K | $32M | +5.66% |
| Q2 2021 | 249.0K | $35M | +5.75% |
| Q1 2021 | 248.0K | $33M | +5.86% |
| Q4 2020 | 248.0K | $21M | +4.38% |
| Q3 2020 | 280.0K | $17M | +3.66% |
| Q2 2020 | 280.0K | $17M | +4.05% |
| Q1 2020 | 288.0K | $13M | +3.71% |
| Q4 2019 | 318.0K | $19M | +4.35% |
| Q3 2019 | 318.0K | $16M | +3.83% |
| Q2 2019 | 361.0K | $16M | +4.02% |
| Q1 2019 | 361.0K | $14M | +3.83% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See North Growth Management Ltd.’s full portfolio or all institutional holders of AMAT.