Billionaire investor Paul Tudor Jones's firm, Tudor Investment Corp, liquidated its entire position in semiconductor equipment maker Applied Materials during the second quarter of 2026. The firm sold all 262,41K shares it held, which were valued at approximately $89.69 million at the end of March 2026. This trade was disclosed in a quarterly 13F filing with the SEC, which reveals positions held as of June 30, 2026, and does not reflect real-time trading activity.
The exit occurred during a period of positive developments for Applied Materials, which announced new systems to support AI chip manufacturing and expanded its production capacity to meet growing demand. [1, 2] While Tudor has not publicly commented on the specific reasons for the sale, the move represents a complete exit from its common stock holding in the major semiconductor company.