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Applied Materials Inc

AMAT
交易所
Nasdaq
產業
Semiconductors & Related Devices
SEC CIK
0000006951

近 90 天，Applied Materials Inc 內部人申報 0 筆公開市場買進、2 筆賣出；2026 年第 2 季末有 3,520 家機構在 13F 申報持有，市值合計 $4,765 億；Coatue、老虎環球等 8 位大師持有。

2024 年第 1 季與 2023 年第 4 季比較

持有 Applied Materials Inc 的機構從 2023 年第 4 季到 2024 年第 1 季的變化。

2024 年第 1 季全部持有人2023 年第 4 季全部持有人

AMAT 的 13F 持有人：2023 年第 4 季與 2024 年第 1 季比較
項目2023 年第 4 季其中尚未申報 2024 年第 1 季2024 年第 1 季變化
持有家數2,034272,221+214
股數6.73 億142.4 萬6.57 億−1,476 萬 (−2.2%)
市值$1,090 億$2.49 億$1,353 億+$265.3 億 (+24.4%)

27 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（326 家）

2024 年第 1 季季末持有 Applied Materials Inc、2023 年第 4 季季末沒有持有的機構。

依市值列出前 100 家，共 326 家。

2024 年第 1 季新進 AMAT 的機構
機構股數市值佔組合 %
Danske Bank A/S817,071$1.69 億0.53%
EdgePoint Investment Group Inc.789,763$1.63 億1.30%
Polar Capital Holdings Plc519,332$1.07 億0.65%
Mediolanum International Funds Ltd419,462$8,725 萬1.42%
Resona Asset Management Co.,Ltd.308,785$6,368 萬0.38%
Andra AP-fonden302,500$6,238 萬1.11%
TT International Asset Management LTD218,874$4,514 萬4.27%
BNP Paribas213,253$4,327 萬2.02%
Varma Mutual Pension Insurance Co183,900$3,793 萬0.33%
Employees Provident Fund Board175,491$3,619 萬0.63%
Quadrature Capital Ltd143,045$2,949 萬0.50%
3G Capital Partners LP115,000$2,372 萬9.96%
Sienna Gestion114,144$2,354 萬2.15%
Woodline Partners LP104,802$2,161 萬0.20%
Cooper Creek Partners Management LLC98,124$2,024 萬0.82%
Point72 (DIFC) Ltd95,452$1,969 萬1.52%
CBOE Vest Financial, LLC91,224$1,881 萬0.50%
Capitolis Liquid Global Markets LLC90,000$1,856 萬0.30%
Walleye Capital LLC76,804$1,584 萬0.17%
SpiderRock Advisors, LLC77,861$1,563 萬0.51%
Twin Tree Management, LP75,784$1,563 萬0.35%
Payden & Rygel Investment Group70,210$1,448 萬0.99%
Hamilton Capital Partners Inc.65,213$1,345 萬1.63%
TD Waterhouse Canada Inc.57,731$1,327 萬0.10%
Anchor Capital Advisors LLC58,344$1,203 萬0.32%
Voloridge Investment Management, LLC53,099$1,095 萬0.04%
Engine No. 1 LLC51,231$1,057 萬12.51%
Nepsis, Inc.47,998$989.9 萬2.68%
Sawgrass Asset Management LLC40,138$827.8 萬0.91%
Gendell Jeffrey L40,000$824.9 萬0.32%
Maxi Investments CY Ltd37,836$780.3 萬2.10%
Omers Administration Corp36,032$743.1 萬0.08%
Sphera Funds Management Ltd.32,000$659.9 萬1.07%
Ascension Asset Management LLC29,786$614.3 萬3.31%
Patton Fund Management, Inc.29,676$612.0 萬1.11%
Quintet Private Bank (Europe) S.A.24,408$588.0 萬0.26%
Simplicity Wealth,LLC28,166$580.9 萬0.14%
Himension Fund27,360$564.2 萬0.42%
Gamco Investors, Inc. Et Al26,645$549.5 萬0.06%
ExodusPoint Capital Management, LP25,003$515.6 萬0.06%
Robocap Asset Management Ltd24,113$497.3 萬3.41%
Thurston, Springer, Miller, Herd & Titak, Inc.22,271$459.3 萬1.84%
Artemis Wealth Advisors, LLC22,000$453.7 萬0.86%
Crestline Management, LP17,200$354.7 萬0.34%
Bryn Mawr Trust Co16,772$345.9 萬0.13%
Wakefield Asset Management LLLP16,212$334.3 萬1.16%
Hansen & Associates Financial Group, Inc.17,100$324.5 萬1.86%
Cardiff Park Advisors, LLC15,305$315.6 萬0.30%
Point72 Asia (Singapore) Pte. Ltd.14,748$304.1 萬0.79%
Aquatic Capital Management LLC14,300$294.9 萬0.10%
Allianz SE13,797$284.5 萬0.09%
Family Management Corp12,923$266.5 萬0.49%
M&G Plc12,838$264.5 萬0.02%
Glass Wealth Management Co LLC12,440$256.6 萬1.56%
Chatham Capital Group, Inc.11,791$243.2 萬0.45%
Retireful, LLC11,357$234.2 萬0.97%
Worth Asset Management, LLC11,207$231.1 萬1.42%
Cipher Capital LP11,178$230.5 萬1.07%
Camarda Financial Advisors, LLC11,151$230.0 萬0.93%
Interval Partners, LP11,000$226.9 萬0.09%
Deane Retirement Strategies, Inc.10,356$213.6 萬1.08%
PKO Investment Management Joint-Stock Co10,000$207.2 萬0.25%
Alight Capital Management LP10,000$206.2 萬0.65%
Settian Capital LP10,000$206.2 萬1.53%
Sciencast Management LP9,416$194.2 萬1.18%
First National Bank of Mount Dora, Trust Investment Services8,554$176.4 萬0.43%
Idaho Trust Bank7,128$147.0 萬1.42%
XTX Topco Ltd6,945$143.2 萬0.19%
Arvest Investments, Inc.6,938$143.1 萬0.23%
Fred Alger Management, LLC6,610$136.3 萬0.01%
Danica Pension, Livsforsikringsaktieselskab6,545$135.0 萬0.03%
Sand Hill Global Advisors, LLC6,318$130.3 萬0.06%
Dynasty Wealth Management, LLC6,287$129.7 萬0.04%
Park Edge Advisors, LLC6,142$126.7 萬0.35%
Dantai Capital Ltd5,840$120.4 萬1.39%
Keynote Financial Services LLC5,440$112.2 萬0.94%
National Wealth Management Group, LLC5,436$112.1 萬0.87%
Genus Capital Management Inc.5,293$109.2 萬0.14%
BTC Capital Management, Inc.5,093$105.0 萬0.10%
Grey Street Capital, LLC5,019$103.5 萬0.14%
Caldwell Investment Management Ltd.3,700$103.3 萬0.77%
Robertson Stephens Wealth Management, LLC4,949$102.1 萬0.06%
Optiver Holding B.V.4,938$101.8 萬0.04%
Occudo Quantitative Strategies LP4,867$100.4 萬0.18%
Roble, Belko & Company, Inc4,588$94.6 萬0.16%
Verdad Advisers, LP4,557$94.0 萬1.02%
Redwood Investment Management, LLC4,398$90.7 萬0.09%
Next Level Private LLC4,385$90.4 萬0.42%
First Commonwealth Financial Corp4,290$88.5 萬0.23%
University of Texas/Texas Am Investment Managment Co4,213$86.9 萬0.10%
Roberts Capital Advisors, LLC4,198$86.6 萬0.83%
Fox Run Management, L.L.C.4,017$82.8 萬0.18%
Machina Capital S.A.S.4,008$82.7 萬0.44%
CSS LLC4,000$82.5 萬0.07%
Pictet North America Advisors SA3,959$81.3 萬0.09%
Bank Hapoalim BM3,922$80.9 萬0.10%
WealthTrust Asset Management, LLC3,702$76.3 萬0.58%
Alexander Labrunerie & Co., Inc.3,510$72.4 萬0.40%
Tybourne Capital Management (HK) Ltd3,469$71.5 萬0.12%
Eudaimonia Advisors LLC3,462$71.4 萬0.38%

清倉機構（112 家）

2023 年第 4 季季末持有 Applied Materials Inc、2024 年第 1 季有申報但已經沒有持有的機構。

依市值列出前 100 家，共 112 家。

2024 年第 1 季清倉 AMAT 的機構
機構2023 年第 4 季股數2023 年第 4 季市值
Matrix Capital Management Company, LP7,052,700$11.4 億
Coatue Management LLC大師Coatue1,446,802$2.34 億
Brandywine Global Investment Management, LLC433,424$7,025 萬
Brandes Investment Partners, LP399,108$6,468 萬
Sound Shore Management Inc380,535$6,167 萬
Vulcan Value Partners, LLC373,144$6,029 萬
Mercer Global Advisors Inc294,780$4,778 萬
AMF Pensionsforsakring AB169,722$2,751 萬
Tudor Investment Corp Et Al105,268$1,706 萬
HRT Financial LP97,780$1,585 萬
Power Corp of Canada97,655$1,583 萬
Cetera Advisor Networks LLC95,269$1,544 萬
Curi Capital91,137$1,477 萬
Hudson Bay Capital Management LP90,000$1,459 萬
Susquehanna Portfolio Strategies, LLC87,192$1,413 萬
Berkley W R Corp64,500$1,045 萬
PEAK6 Investments LLC51,284$831.2 萬
Point72 Middle East FZE45,116$731.2 萬
Generate Investment Management Ltd43,188$699.9 萬
Parallax Volatility Advisers, L.P.37,233$603.4 萬
Noked Israel Ltd27,217$441.1 萬
Resolute Capital Asset Partners LLC25,000$405.2 萬
BOCHK Asset Management Ltd24,800$401.9 萬
Cetera Advisors LLC24,340$394.5 萬
Hennessy Advisors Inc23,613$382.7 萬
Quantitative Investment Management, LLC20,389$330.4 萬
FJ Investments, LLC19,804$321.0 萬
Quaker Wealth Management, LLC17,702$286.9 萬
Pearl River Capital, LLC17,655$286.1 萬
Peak Financial Advisors LLC16,065$260.4 萬
Campbell & CO Investment Adviser LLC14,979$242.8 萬
CTC LLC13,472$218.3 萬
MUFG Securities EMEA plc10,966$177.7 萬
Royal Harbor Partners, LLC8,730$141.5 萬
Granite Bay Wealth Management, LLC9,450$138.8 萬
Mach-1 Financial Group, Inc.8,075$130.9 萬
Intellectus Partners, LLC7,906$128.1 萬
Grayhawk Investment Strategies Inc.7,682$124.5 萬
Secure Asset Management, LLC7,399$119.9 萬
Arete Wealth Advisors, LLC6,681$108.3 萬
Cutler Group LP6,205$100.5 萬
Connective Portfolio Management, LLC6,000$97.2 萬
Cinctive Capital Management LP5,978$96.9 萬
3Chopt Investment Partners, LLC5,848$94.8 萬
OmniStar Financial Group, Inc.5,529$89.6 萬
New England Research & Management, Inc.5,530$89.6 萬
Qsemble Capital Management, LP5,116$82.9 萬
Old North State Wealth Management, LLC5,003$81.3 萬
Nwam LLC4,597$74.5 萬
Colonial River Wealth Management, LLC4,288$69.5 萬
Vantage Financial Partners Ltd., Inc.4,000$64.8 萬
Wolverine Asset Management LLC3,933$63.7 萬
Whalen Wealth Management Inc.3,836$62.2 萬
Sax Wealth Advisors, LLC3,596$58.3 萬
Berkshire Bank3,350$54.3 萬
Greenland Capital Management LP3,170$51.4 萬
Glassman Wealth Services3,002$48.7 萬
AdvisorShares Investments LLC2,847$46.1 萬
Dark Forest Capital Management LP2,617$42.4 萬
Maverick Capital Ltd大師Maverick 資本2,475$40.1 萬
Financial Network Wealth Management LLC2,300$37.2 萬
Point72 Europe (London) LLP2,091$33.9 萬
Founders Financial Securities LLC2,090$33.9 萬
Partners Capital Investment Group, LLP2,043$33.1 萬
AFS Financial Group, LLC1,951$31.6 萬
Soundwatch Capital LLC1,928$31.2 萬
Legacy Capital Wealth Partners, LLC1,892$30.7 萬
Oxford Asset Management LLP1,846$29.9 萬
Marex Group plc1,831$29.7 萬
Hamilton Point Investment Advisors, LLC1,797$29.2 萬
Lecap Asset Management Ltd1,804$29.2 萬
United Community Bank1,755$28.4 萬
Clifford Swan Investment Counsel LLC1,705$27.6 萬
Red Door Wealth Management, LLC1,697$27.5 萬
Kure Advisory, LLC1,670$27.1 萬
Oasis Management Co Ltd.1,600$25.9 萬
Straight Path Wealth Management1,562$25.3 萬
Naples Money Management LLC1,500$24.3 萬
Nebula Research & Development LLC1,469$23.8 萬
Wescott Financial Advisory Group, LLC1,407$22.8 萬
Driehaus Capital Management LLC1,398$22.7 萬
NFP Retirement, Inc.1,367$22.2 萬
Truepoint, Inc.1,356$22.0 萬
Austin Wealth Management, LLC1,070$21.4 萬
Petrus Trust Company, LTA1,301$21.1 萬
National Philanthropic Trust1,253$20.3 萬
Lee Financial Co953$15.4 萬
Northwest Financial Advisors814$13.2 萬
AJOVista, LLC792$12.8 萬
Compagnie Lombard Odier SCmA750$12.2 萬
O'Dell Group, LLC700$11.3 萬
Rockbridge Investment Management, LCC673$10.9 萬
Resurgent Financial Advisors LLC657$10.6 萬
Tradition Wealth Management, LLC594$9.60 萬
AXS Investments LLC504$8.17 萬
BKM Wealth Management, LLC400$6.48 萬
Arlington Partners LLC390$6.32 萬
Highlander Capital Management, LLC320$5.19 萬
Ables, Iannone, Moore & Associates, Inc.300$4.86 萬
Itau Unibanco Holding S.A.207$3.35 萬

尚未申報 2024 年第 1 季的機構（27 家）

2023 年第 4 季季末持有 Applied Materials Inc、還沒有申報 2024 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2023 年第 4 季持有 AMAT、尚未申報 2024 年第 1 季的機構
機構2023 年第 4 季股數2023 年第 4 季市值
Putnam Investments LLC1,031,350$1.67 億
Aware Super Pty Ltd as trustee of Aware Super186,906$4,803 萬
Ardevora Asset Management LLP73,523$1,192 萬
Sawtooth Solutions, LLC30,020$486.5 萬
Desjardins Global Asset Management Inc.16,487$267.2 萬
M&G Investments (USA) Inc.12,849$208.2 萬
Telemus Capital, LLC11,633$188.5 萬
Sonen Capital LLC9,049$146.7 萬
Focus Financial Network Inc7,888$127.8 萬
Bartlett & Co. LLC6,500$106.0 萬
Financial Advisors Network, Inc.4,583$74.3 萬
Provence Wealth Management Group3,937$63.8 萬
Engrave Wealth Partners LLC3,444$55.8 萬
DFPG Investments, LLC3,637$55.1 萬
Tilt Investment Management Holdings, PBC3,391$55.0 萬
Platform Technology Partners2,853$52.9 萬
Wade G W & Inc2,822$45.7 萬
Wealthsource Partners, LLC2,426$39.3 萬
Lee Danner & Bass Inc2,181$35.3 萬
Moreno Evelyn V1,961$31.8 萬
StrategIQ Financial Group, LLC1,906$30.9 萬
Hobbs Group Advisors, LLC1,312$21.3 萬
HWG Holdings LP1,098$17.8 萬
Coppell Advisory Solutions LLC718$11.6 萬
Spartan Planning & Wealth Management584$9.46 萬
Baystate Wealth Management LLC528$8.57 萬
Fairfield Financial Advisors, LTD117$1.90 萬