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Jericho Capital Asset Management L.P.: AMAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Jericho Capital Asset Management L.P. on AMAT, newest first. How the timeline and the estimate are built.

Jericho Capital Asset Management L.P. held 553,927 AMAT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 553,927 shares
    Change vs previous 13F -350,428 shares

    3.31% of the 13F portfolio, value $400,489,221.

    13F-HR 0001172661-26-003815 filed by Jericho Capital Asset Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 904,355 shares
    Change vs previous 13F not available

    4.57% of the 13F portfolio, value $309,099,496.

    13F-HR 0001172661-26-002281 filed by Jericho Capital Asset Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).