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Polymer Capital Management (US) LLC: AMAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Polymer Capital Management (US) LLC on AMAT, newest first. How the timeline and the estimate are built.

Polymer Capital Management (US) LLC held 410 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 410 shares
    Change vs previous 13F -864 shares

    0.04% of the 13F portfolio, value $296,430.

    13F-HR 0001973324-26-000009 filed by Polymer Capital Management (US) LLC
    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 1,274 shares
    Change vs previous 13F -13,649 shares

    0.06% of the 13F portfolio, value $435,440.

    13F-HR 0001973324-26-000007 filed by Polymer Capital Management (US) LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 14,923 shares
    Change vs previous 13F +12,544 shares

    0.5% of the 13F portfolio, value $3,835,062.

    13F-HR 0001973324-26-000003 filed by Polymer Capital Management (US) LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 2,379 shares
    Change vs previous 13F -23,743 shares

    0.06% of the 13F portfolio, value $487,076.

    13F-HR 0001973324-25-000011 filed by Polymer Capital Management (US) LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 26,122 shares
    Change vs previous 13F +20,619 shares

    0.78% of the 13F portfolio, value $4,782,155.

    13F-HR 0001641447-25-000003 filed by Polymer Capital Management (US) LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 5,503 shares
    Change vs previous 13F +2,063 shares

    0.24% of the 13F portfolio, value $798,595.

    13F-HR 0001973324-25-000006 filed by Polymer Capital Management (US) LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 3,440 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $559,447.

    13F-HR 0001420506-25-000335 filed by Polymer Capital Management (US) LLC
    Filed (acceptance time not in the bulk data set), ingested

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