SEC 13F Intelligence

Intrinsic Value Partners, LLC / AMAT

Intrinsic Value Partners, LLC’s Applied Matls Inc Position

Does Intrinsic Value Partners, LLC own Applied Matls Inc (AMAT)? Yes — 4.9K shares worth $2M (+1.29% of its 13F portfolio) as of Q1 2026.

Position Value
$2M
Q1 2026
Shares
4.9K
% of Portfolio
+1.29%
Quarters Held
4
currently held

Position History AMAT

Reported value by quarter
Q2 ’25: $790,313Q2 ’25Q3 ’25: $1MQ3 ’25Q4 ’25: $1MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20264.9K$2M+1.29%
Q4 20254.9K$1M+0.94%
Q3 20254.9K$1M+0.81%
Q2 20254.3K$790,313+0.70%

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