Applied Materials Inc
AMAT- Exchange
- Nasdaq
- Industry
- Semiconductors & Related Devices
- SEC CIK
- 0000006951
In the last 90 days, Applied Materials Inc insiders filed 0 open-market purchases and 3 sales; 3,519 institutions reported holding it in 13F filings for Q2 2026, worth $476.5B in total; 8 superinvestors hold it, including Coatue Management and Tiger Global Management.
Superinvestors holding AMAT, Q2 2026
8 superinvestors report holding Applied Materials Inc on Form 13F, worth $5.32B in total. Weight is Applied Materials Inc's share of each 13F portfolio; actions compare shares with Q1 2026.
| Superinvestor | % of portfolio | Shares | Value | vs. previous quarter |
|---|---|---|---|---|
| Coatue ManagementPhilippe Laffont | 6.3% | 4,213,483 | $3.05B | Reduced−19.7% |
| Tiger Global ManagementChase Coleman | 4.9% | 1,632,210 | $1.18B | Reduced−1.5% |
| Lone Pine CapitalStephen Mandel | 5.3% | 1,207,737 | $873.2M | New |
| Altimeter CapitalBrad Gerstner | 1.9% | 261,950 | $189.4M | New |
| Markel GroupTom Gayner | 0.2% | 36,350 | $26.3M | Unchanged |
| Greenwoods Asset ManagementJiang Jinzhi | 0.1% | 2,520 | $1.82M | New |
| Maverick CapitalLee Ainslie | <0.1% | 2,468 | $1.78M | Reduced−99.7% |
| Harris Associates (Oakmark)Bill Nygren | <0.1% | 1,945 | $1.41M | Reduced−11.6% |
Moves by quarter
Superinvestors that opened, added to, trimmed or sold out of AMAT each quarter, comparing shares with the quarter before. A superinvestor that didn't file for a quarter isn't listed, and isn't counted as selling.
Q2 2026
8 superinvestors holding at quarter end
- New
- Lone Pine Capital, Altimeter Capital, Greenwoods Asset Management
- Reduced
- Coatue Management (−19.7%), Tiger Global Management (−1.5%), Maverick Capital (−99.7%), Harris Associates (Oakmark) (−11.6%)
Q1 2026
5 superinvestors holding at quarter end
- Added
- Tiger Global Management (+85.1%), Markel Group (+6.6%)
- Reduced
- Coatue Management (−12.3%), Maverick Capital (−23.1%)
Q4 2025
5 superinvestors holding at quarter end
- New
- Maverick Capital
- Added
- Coatue Management (+78.7%), Markel Group (+29.9%)
- Sold out
- Soros Fund Management
Q3 2025
5 superinvestors holding at quarter end
- New
- Coatue Management
- Added
- Markel Group (+59.1%)
- Reduced
- Soros Fund Management (−33.6%)
Q2 2025
4 superinvestors holding at quarter end
- New
- Markel Group, Harris Associates (Oakmark)
- Added
- Soros Fund Management (+68.7%)
- Sold out
- D1 Capital Partners
Q1 2025
3 superinvestors holding at quarter end
- New
- Soros Fund Management
- Added
- D1 Capital Partners (+13.1%)
Q4 2024
2 superinvestors holding at quarter end
Q3 2024
1 superinvestor holding at quarter end
Q2 2024
3 superinvestors holding at quarter end
Q1 2024
0 superinvestors holding at quarter end
- Sold out
- Coatue Management, Maverick Capital
Q4 2023
2 superinvestors holding at quarter end
- New
- Maverick Capital
- Reduced
- Coatue Management (−1.5%)
- Sold out
- Gates Foundation Trust
Q3 2023
2 superinvestors holding at quarter end
- New
- Gates Foundation Trust
- Reduced
- Coatue Management (−32.1%)
- Sold out
- Maverick Capital
Q2 2023
2 superinvestors holding at quarter end
- Added
- Coatue Management (+4.4%)
- Reduced
- Maverick Capital (−45.5%)
- Sold out
- Tiger Global Management
Q1 2023
3 superinvestors holding at quarter end
- New
- Tiger Global Management
- Added
- Coatue Management (+176.1%)
- Reduced
- Maverick Capital (−36.5%)
Q4 2022
2 superinvestors holding at quarter end
- Added
- Maverick Capital (+158.2%), Coatue Management (+45.2%)
Q3 2022
2 superinvestors holding at quarter end
- New
- Coatue Management
- Reduced
- Maverick Capital (−18.8%)
- Sold out
- TCI Fund Management
Q2 2022
2 superinvestors holding at quarter end
- New
- TCI Fund Management
- Reduced
- Maverick Capital (−27.9%)
Q1 2022
1 superinvestor holding at quarter end
- Reduced
- Maverick Capital (−36.3%)
- Sold out
- Coatue Management
Q4 2021
2 superinvestors holding at quarter end
- New
- Coatue Management
- Added
- Maverick Capital (+2.2%)
Q3 2021
1 superinvestor holding at quarter end
- Added
- Maverick Capital (+10.0%)
Q2 2021
1 superinvestor holding at quarter end
- Reduced
- Maverick Capital (−47.9%)