Skip to content
Disclosery

NAYA CAPITAL MANAGEMENT UK LTD: AMAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NAYA CAPITAL MANAGEMENT UK LTD on AMAT, newest first. How the timeline and the estimate are built.

NAYA CAPITAL MANAGEMENT UK LTD held 0 AMAT shares at 2025-12-31 per its 13F-HR filed 2026-02-18.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -881,453 shares

    13F-HR 0001172661-26-001276 filed by NAYA CAPITAL MANAGEMENT UK LTD
    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.

  2. period ended2025-09-30
    13F 881,453 shares
    Change vs previous 13F -1,825,402 shares

    15.35% of the 13F portfolio, value $180,468,687.

    13F-HR 0001172661-25-005033 filed by NAYA CAPITAL MANAGEMENT UK LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 2,706,855 shares
    Change vs previous 13F +308,292 shares

    38% of the 13F portfolio, value $495,543,945.

    13F-HR 0001172661-25-003495 filed by NAYA CAPITAL MANAGEMENT UK LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 2,398,563 shares
    Change vs previous 13F +581,670 shares

    31.46% of the 13F portfolio, value $348,079,463.

    13F-HR 0001172661-25-002349 filed by NAYA CAPITAL MANAGEMENT UK LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 1,816,893 shares
    Change vs previous 13F +334,956 shares

    31.29% of the 13F portfolio, value $295,481,309.

    13F-HR 0001172661-25-001139 filed by NAYA CAPITAL MANAGEMENT UK LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 1,481,937 shares
    Change vs previous 13F not available

    26.54% of the 13F portfolio, value $299,425,371.

    13F-HR 0001172661-24-005195 filed by NAYA CAPITAL MANAGEMENT UK LTD
    Filed (acceptance time not in the bulk data set), ingested

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