SEC 13F Intelligence

Insight Inv LLC / AMAT

Insight Inv LLC’s Applied Matls Inc Position

Does Insight Inv LLC own Applied Matls Inc (AMAT)? Yes14.3K shares worth $5M (+2.67% of its 13F portfolio) as of Q1 2026, down from 14.5K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
14.3K
% of Portfolio
+2.67%
Quarters Held
17
currently held

Position History AMAT

Reported value by quarter
Q1 ’22: $2MQ1 ’22Q2 ’22: $1MQ3 ’22: $1MQ4 ’22: $1MQ4 ’22Q1 ’23: $2MQ2 ’23: $2MQ3 ’23: $2MQ3 ’23Q4 ’23: $2MQ1 ’24: $3MQ2 ’24: $3MQ2 ’24Q3 ’24: $2MQ4 ’24: $2MQ1 ’25: $2MQ1 ’25Q2 ’25: $2MQ3 ’25: $3MQ4 ’25: $4MQ4 ’25Q1 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202614.3K$5M+2.67%
Q4 202514.5K$4M+2.09%
Q3 202514.5K$3M+1.74%
Q2 202510.7K$2M+1.31%
Q1 202511.0K$2M+1.09%
Q4 202410.8K$2M+1.22%
Q3 202411.2K$2M+1.91%
Q2 202412.2K$3M+2.49%
Q1 202412.4K$3M+2.21%
Q4 202312.4K$2M+1.96%
Q3 202312.4K$2M+1.84%
Q2 202312.7K$2M+1.88%
Q1 202312.8K$2M+1.69%
Q4 202213.8K$1M+1.35%
Q3 202213.3K$1M+1.21%
Q2 202213.5K$1M+1.24%
Q1 202213.5K$2M+1.61%

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