Skip to main content

AMAT - APPLIED MATLS INC

This page shows which of the focused investors we track hold AMAT and how their positions changed, so you can see how much conviction the group has in the stock.

In Q1 2017 it was held by 6 managers with an aggregate reported value of $641.61M, which is 0.08% of the combined portfolio.

As of Q1 2017, 6 tracked institutional managers held AMAT (APPLIED MATLS INC) with an aggregate reported value of $641.61M0.08% of the combined AlphaBaseline portfolio.

Get email alerts when a tracked manager trades AMAT sign in or create a free account.

Source
Curated SEC 13F filings
Period
Q1 2017
Ticker
AMAT

13F data is delayed and excludes shorts/non-13F assets.

Holders

1John Armitage - Egerton Capital4.90%New11,642,608$452.9M
2Harry Burn - Sound Shore2.57%Reduce -20.2%3,976,052$154.67M
3Christopher Davis - Davis Advisors 0.13%Reduce -1.0%783,612$30.48M
4Lee Ainslie - Maverick Capital0.04%Reduce -23.1%77,950$3.03M
5Bill Nygren - Oakmark Funds0.00%Reduce -98.4%7,000$272K
6Mairs & Power Growth Fund - Mairs & Power Growth Fund0.00%New6,727$262K
Loading holder history for AMAT