AMAT - Applied Materials, 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 Q2 2023 it was held by 8 managers with an aggregate reported value of $2.15B, which is 0.19% of the combined portfolio.
As of Q2 2023, 8 tracked institutional managers held AMAT (Applied Materials, Inc.) with an aggregate reported value of $2.15B — 0.19% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q2 2023
- Ticker
- AMAT
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Christopher Davis - Davis Advisors | 6.12% | Reduce -2.8% | 6,945,026 | $1B |
| 2 | William Von Mueffling - Cantillon Capital Management | 3.61% | Add +6.4% | 3,574,017 | $516.59M |
| 3 | John Armitage - Egerton Capital | 3.92% | Reduce -3.4% | 2,629,188 | $380.02M |
| 4 | Vulcan Value Partners - Vulcan Value Partners | 1.79% | Reduce -46.8% | 984,443 | $142.33M |
| 5 | Harry Burn - Sound Shore | 2.09% | Reduce -31.1% | 392,001 | $56.66M |
| 6 | Lee Ainslie - Maverick Capital | 0.84% | Reduce -45.5% | 271,986 | $39.31M |
| 7 | Torray Funds - Torray Funds | 1.90% | - | 76,014 | $10.99M |
| 8 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 0.01% | Add +0.2% | 7,691 | $1.11M |
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