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Disclosery

Kinetic Partners Management, LP: AMAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kinetic Partners Management, LP on AMAT, newest first. How the timeline and the estimate are built.

Kinetic Partners Management, LP held 43,700 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 43,700 shares
    Change vs previous 13F -39,200 shares

    0.75% of the 13F portfolio, value $31,595,100.

    13F-HR 0001172661-26-003816 filed by Kinetic Partners Management, LP
    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 82,900 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $28,334,391.

    13F-HR 0001172661-26-002338 filed by Kinetic Partners Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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