David Einhorn - DME Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    45
Portfolio value:    $3,190,735,190
Holdings Activity Buys Sells    History
Holding/activity history for  Applied Materials, Inc. (AMAT)
← All AMAT superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2015   Q4 0 0.00 Sell 100.00% 1.25 $15.44–19.41 · VW $17.91i SEC
2015   Q3 5,000,000 1.25 Reduce 37.50% 0.73 $14.29–18.92 · VW $17.33i $73,450,000 SEC
2015   Q2 8,000,000 1.95 Buy 1.95 $14.25–20.59 · VW $16.98i $153,760,000 SEC
Price snapshot:
Current price$575.39
52-week low$153.78
52-week high$739.67