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 2026 it was held by 9 managers with an aggregate reported value of $1.83B, which is 0.17% of the combined portfolio.
As of Q1 2026, 9 tracked institutional managers held AMAT (APPLIED MATLS INC) with an aggregate reported value of $1.83B — 0.17% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q1 2026
- Ticker
- AMAT
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Chase Coleman - Tiger Global Management | 2.48% | Add +85.1% | 1,656,900 | $566.31M |
| 2 | William Von Mueffling - Cantillon Capital Management | 3.46% | Reduce -48.8% | 1,521,843 | $520.15M |
| 3 | Christopher Davis - Davis Advisors | 1.88% | Reduce -71.5% | 1,197,102 | $409.16M |
| 4 | Lee Ainslie - Maverick Capital | 3.46% | Reduce -23.1% | 869,943 | $297.34M |
| 5 | David Katz - Matrix Asset Advisors | 1.84% | Reduce -18.5% | 58,533 | $20.01M |
| 6 | Thomas Gayner - Markel Asset Management | 0.10% | Add +6.6% | 36,350 | $12.42M |
| 7 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 0.04% | - | 11,327 | $3.87M |
| 8 | Bill Nygren - Oakmark Funds | 0.00% | - | 2,200 | $751.94K |
| 9 | Glenn Greenberg - Brave Warrior Advisors | 0.01% | - | 961 | $328.46K |
Loading holder history for AMAT…