SEC 13F Intelligence

Tenere Capital LLC / AMAT

Tenere Capital LLC’s Applied Matls Inc Position

Does Tenere Capital LLC own Applied Matls Inc (AMAT)? Yes16.4K shares worth $6M (+4.11% of its 13F portfolio) as of Q1 2026, up from 14.5K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
16.4K
% of Portfolio
+4.11%
Quarters Held
2
currently held

Position History AMAT

Reported value by quarter
Q4 ’25: $4MQ4 ’25Q1 ’26: $6MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202616.4K$6M+4.11%
Q4 202514.5K$4M+2.88%

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