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Disclosery

Munro Partners: AMAT position timeline

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

Munro Partners held 278,565 AMAT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 278,565 shares
    Change vs previous 13F +278,565 shares

    4.58% of the 13F portfolio, value $201,402,495.

    13F-HR 0001768744-26-000008 filed by Munro Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -254,159 shares

    13F-HR 0001768744-25-000009 filed by Munro Partners
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2024-12-31
    13F 254,159 shares
    Change vs previous 13F -62,065 shares

    1.44% of the 13F portfolio, value $41,333,878.

    13F-HR 0001768744-25-000010 filed by Munro Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 316,224 shares
    Change vs previous 13F not available

    2.33% of the 13F portfolio, value $63,893,059.

    13F-HR 0001768744-25-000014 filed by Munro Partners
    Filed (acceptance time not in the bulk data set), ingested

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