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 2018 it was held by 6 managers with an aggregate reported value of $884.33M, which is 0.10% of the combined portfolio.
As of Q1 2018, 6 tracked institutional managers held AMAT (APPLIED MATLS INC) with an aggregate reported value of $884.33M — 0.10% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q1 2018
- Ticker
- AMAT
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | John Armitage - Egerton Capital | 5.00% | Reduce -28.6% | 11,057,737 | $614.92M |
| 2 | Harry Burn - Sound Shore | 2.32% | Reduce -15.4% | 2,572,557 | $143.06M |
| 3 | David Tepper - Appaloosa Management | 0.90% | New | 1,570,000 | $87.31M |
| 4 | Christopher Davis - Davis Advisors | 0.12% | Add +1.1% | 508,802 | $28.29M |
| 5 | Lee Ainslie - Maverick Capital | 0.13% | Add +34.9% | 184,980 | $10.29M |
| 6 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 0.01% | - | 8,327 | $463K |
Loading holder history for AMAT…