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 2025 it was held by 9 managers with an aggregate reported value of $1.71B, which is 0.15% of the combined portfolio.
As of Q2 2025, 9 tracked institutional managers held AMAT (Applied Materials, Inc.) with an aggregate reported value of $1.71B — 0.15% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q2 2025
- Ticker
- AMAT
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Christopher Davis - Davis Advisors | 4.85% | Reduce -0.7% | 4,957,593 | $907.59M |
| 2 | William Von Mueffling - Cantillon Capital Management | 3.16% | Reduce -2.8% | 2,983,740 | $546.23M |
| 3 | Chase Coleman - Tiger Global Management | 0.48% | - | 895,200 | $163.88M |
| 4 | Harry Burn - Sound Shore | 2.27% | New | 364,517 | $66.73M |
| 5 | David Katz - Matrix Asset Advisors | 0.95% | New | 51,071 | $9.35M |
| 6 | Torray Funds - Torray Funds | 0.84% | Reduce -39.5% | 31,620 | $5.79M |
| 7 | Thomas Gayner - Markel Asset Management | 0.03% | New | 16,500 | $3.02M |
| 8 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 0.02% | Add +53.5% | 11,327 | $2.07M |
| 9 | Bill Nygren - Oakmark Funds | 0.00% | New | 2,200 | $402.75K |
Loading holder history for AMAT…