Lone Pine Capital

Superinvestor

Lone Pine Capital LLC

SEC CIK: 0001061165
Manager: Stephen Mandel
Style: Growth, Hedge fund
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

AMAT holding history

Applied Materials Inc in every 13F filed by Lone Pine Capital, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AMAT overview All 13F holders of AMAT Full Q2 2026 holdings

Shares (Q2 2026): 1,207,737
Value: $873.2M
% of portfolio: 5.3%
Quarters held: 1; Since Q2 2026

Holdings of AMAT by Lone Pine Capital, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,207,737	$873.2M	5.3%	+1,207,737	New	Holders