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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。

2026 年第 2 季與 2026 年第 1 季比較

持有 Applied Materials Inc 的機構從 2026 年第 1 季到 2026 年第 2 季的變化。

2026 年第 2 季全部持有人2026 年第 1 季全部持有人

AMAT 的 13F 持有人：2026 年第 1 季與 2026 年第 2 季比較
項目2026 年第 1 季其中尚未申報 2026 年第 2 季2026 年第 2 季變化
持有家數2,955333,520+598
股數6.43 億172.0 萬6.64 億+2,260 萬 (+3.5%)
市值$2,190 億$5.88 億$4,765 億+$2,580 億 (+118.1%)

33 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季：沒申報不算清倉，所以變化不計入它們。

新進機構（716 家）

2026 年第 2 季季末持有 Applied Materials Inc、2026 年第 1 季季末沒有持有的機構。

依市值列出前 100 家，共 716 家。

2026 年第 2 季新進 AMAT 的機構
機構股數市值佔組合 %
Norges Bank11,305,788$81.7 億0.81%
Jupiter Topco LLC2,091,340$15.1 億0.62%
Alkeon Capital Management LLC1,504,800$10.9 億4.20%
Lone Pine Capital LLC大師孤松資本1,207,737$8.73 億5.34%
Blue Whale Capital LLP599,538$4.33 億13.75%
Egerton Capital (UK) LLP521,065$3.77 億3.64%
WT Asset Management Ltd371,798$2.69 億5.32%
Nykredit A/S279,075$2.02 億0.77%
Munro Partners278,565$2.01 億4.58%
Altimeter Capital Management, LP大師Altimeter 資本261,950$1.89 億1.93%
Cartenna Capital, LP190,000$1.37 億5.08%
Employees Retirement System of Texas164,101$1.19 億0.94%
Trust Co of Vermont119,735$8,657 萬3.23%
Alyeska Investment Group, L.P.104,742$7,573 萬0.19%
CloudAlpha Capital Management Limited/Hong Kong92,357$6,677 萬6.59%
Clear Street Group Inc.91,490$6,636 萬0.21%
Samlyn Capital, LLC90,762$6,562 萬1.09%
Compagnie Lombard Odier SCmA78,035$5,642 萬0.61%
Parallax Volatility Advisers, L.P.76,903$5,560 萬2.06%
Cantor Fitzgerald, L. P.70,550$5,101 萬0.98%
E20 Capital Ltd64,978$4,698 萬3.79%
Trans-Canada Capital Inc.61,338$4,435 萬2.46%
Virtu Financial LLC58,503$4,230 萬1.33%
Summit Partners Public Asset Management, LLC55,000$3,977 萬1.03%
Talos Asset Management LP51,640$3,734 萬5.48%
Soros Capital Management LLC47,750$3,452 萬6.17%
Wealth High Governance Asset Management Ltda.43,440$3,141 萬3.34%
BSN Capital Partners Ltd50,000$2,945 萬1.33%
Suncoast Equity Management39,743$2,873 萬3.60%
Mane Global Capital Management LP36,573$2,644 萬2.19%
IMC-Chicago, LLC31,530$2,280 萬0.21%
Vega Investment Solutions32,417$2,268 萬3.22%
Genoa Capital Gestora de Recursos Ltda.30,949$2,238 萬11.20%
Axxcess Wealth Management, LLC29,325$2,120 萬0.34%
CTC LLC29,288$2,118 萬1.24%
Thames Capital Management LLC28,138$2,034 萬1.67%
Kepler Cheuvreux (Suisse) SA28,062$2,029 萬1.16%
Two Sigma Securities, LLC28,021$2,026 萬1.75%
CSM Advisors, LLC26,096$1,887 萬0.40%
Global Retirement Partners, LLC25,488$1,843 萬0.28%
Proem Advisors LLC25,000$1,808 萬3.71%
Empire Life Investments Inc.24,947$1,804 萬1.01%
Kultura Capital Management LP23,200$1,677 萬7.70%
Cornerstone Advisors, LLC21,733$1,571 萬0.52%
Cape Cod Five Cents Savings Bank19,120$1,382 萬1.12%
BW Gestao de Investimentos Ltda.17,915$1,295 萬0.31%
Segall Bryant & Hamill, LLC17,016$1,230 萬0.15%
Twin Peaks Capital Ltd17,000$1,229 萬8.48%
Dorsey Wright & Associates16,951$1,226 萬2.08%
Wealth High Governance Capital Ltda16,560$1,197 萬3.58%
ARP Global Capital Ltd16,517$1,194 萬5.25%
Geneva Partners, LLC16,410$1,186 萬3.16%
Maxi Investments CY Ltd15,700$1,135 萬2.30%
Arete Wealth Advisors, LLC14,831$1,072 萬0.71%
Ariose Capital Management Ltd14,200$1,027 萬4.38%
BlueCrest Capital Management Ltd14,000$1,012 萬0.43%
Genus Capital Management Inc.12,100$874.8 萬0.86%
Twin Tree Management, LP11,241$812.7 萬1.27%
Sphera Funds Management Ltd.11,040$798.2 萬1.14%
CV Advisors LLC11,026$797.2 萬1.51%
Capstone Triton Financial Group, LLC10,632$768.7 萬4.43%
Hel Ved Capital Management Ltd10,400$751.9 萬1.06%
Arini Captial Management Ltd10,000$723.0 萬0.74%
Fedenia Advisers LLC9,365$677.1 萬1.61%
Sound Capital Solutions LLC8,600$621.8 萬1.45%
Q Fund Management (Hong Kong) Ltd8,400$607.3 萬5.54%
Catalyst Funds Management Pty Ltd8,320$601.5 萬0.34%
TKG Advisors, LLC8,198$592.7 萬2.06%
Persistent Asset Partners Ltd7,780$562.5 萬1.78%
First National Bank of Omaha7,688$555.8 萬0.16%
Hennessy Advisors Inc7,434$537.5 萬0.17%
MinichMacGregor Wealth Management, LLC6,930$501.0 萬0.76%
Knights of Columbus Asset Advisors LLC6,181$446.9 萬0.22%
Itau Unibanco Holding S.A.6,000$433.8 萬0.09%
Fischer Financial Services, Inc.5,985$432.7 萬1.09%
Elwood Capital Partners LP5,851$423.0 萬3.09%
Sig Brokerage, LP5,788$418.5 萬0.67%
Sassicaia Capital Advisers LLC5,690$411.4 萬1.81%
Myriad Asset Management Advisors LLC5,560$402.0 萬0.95%
GenTrust, LLC5,409$391.1 萬0.15%
Avenir Tech Ltd5,354$387.1 萬0.63%
Madson Wealth Advisors Inc5,123$370.4 萬2.52%
EULAV Asset Management4,927$356.3 萬0.11%
Sona Asset Management (US) LLC4,777$345.4 萬0.13%
October Effect Ltd4,770$344.9 萬3.24%
Williamson Legacy Group, LLC4,712$340.7 萬1.69%
Bell Asset Management Ltd4,657$336.7 萬0.90%
Donaldson Capital Management, LLC4,536$328.0 萬0.09%
Resurgent Financial Advisors LLC4,507$325.9 萬0.91%
Tuttle Tactical Management4,420$319.6 萬2.15%
Gladstone Capital Management LLP4,360$315.2 萬0.31%
Maxele Advisors, LLC4,266$308.4 萬2.16%
Clough Capital Partners L P4,220$305.1 萬0.25%
FOCUS Wealth Advisors, LLC3,979$287.7 萬1.33%
CFC Planning Co LLC3,825$276.5 萬1.63%
USA Financial Formulas3,689$266.7 萬0.49%
Sandler Capital Management3,472$251.0 萬1.48%
Canandaigua National Bank & Trust Co3,425$247.6 萬0.21%
New Paradigm Capital Management, LLC3,400$245.8 萬5.25%
Bamco Inc3,392$245.2 萬0.00%

清倉機構（118 家）

2026 年第 1 季季末持有 Applied Materials Inc、2026 年第 2 季有申報但已經沒有持有的機構。

依市值列出前 100 家，共 118 家。

2026 年第 2 季清倉 AMAT 的機構
機構2026 年第 1 季股數2026 年第 1 季市值
XN LP483,240$1.65 億
Natixis344,523$1.18 億
Palestra Capital Management LLC286,566$9,795 萬
Tudor Investment Corp Et Al262,413$8,969 萬
Junto Capital Management LP169,485$5,793 萬
Seven Grand Managers, LLC150,000$5,127 萬
Contour Asset Management LLC141,341$4,831 萬
Nearwater Capital Markets, Ltd124,000$4,238 萬
Optiver Holding B.V.85,878$2,935 萬
Vivaldi Capital Management, LLC82,664$2,825 萬
Oddo BHF Asset Management SAS63,705$2,177 萬
Jain Global LLC56,483$1,931 萬
Longaeva Partners L.P.48,642$1,663 萬
Sora Investors LLC46,429$1,587 萬
Banque Cantonale Vaudoise45,348$1,550 萬
Occudo Quantitative Strategies LP37,289$1,471 萬
Cinctive Capital Management LP39,469$1,349 萬
FORA Capital, LLC38,105$1,301 萬
Steadfast Capital Management LP37,900$1,295 萬
Waratah Capital Advisors Ltd.30,664$1,048 萬
Robinhood Asset Management, LLC30,163$1,031 萬
Trivest Advisors Ltd29,974$1,024 萬
Vise Technologies, Inc.37,534$964.6 萬
DuPont Capital Management Corp28,212$964.3 萬
Y-Intercept (Hong Kong) Ltd26,169$894.4 萬
Ardsley Advisory Partners LP25,000$854.5 萬
Laurion Capital Management LP23,522$804.0 萬
Sciencast Management LP15,925$544.3 萬
Cardiff Park Advisors, LLC15,305$523.1 萬
Pinnbrook Capital Management LP14,700$502.4 萬
Twinbeech Capital LP12,928$441.9 萬
Connective Capital Management, LLC12,349$422.1 萬
Hudson Bay Capital Management LP11,571$395.5 萬
Qsemble Capital Management, LP11,278$385.5 萬
Dynamic Technology Lab Private Ltd9,005$307.8 萬
Mirabella Financial Services LLP8,733$298.5 萬
Alphadyne Asset Management LP7,823$267.4 萬
Integrated Quantitative Investments LLC7,273$248.6 萬
Timothy G. Youngquist 2020 Irrevocable Trust7,054$241.1 萬
Oasis Advisors, LLC6,160$210.7 萬
Wexford Capital LP5,333$182.3 萬
Jump Financial, LLC5,321$181.9 萬
Coppell Advisory Solutions LLC4,928$159.2 萬
Pathfinder Wealth Consulting, Inc.4,643$158.7 萬
Sender Co & Partners, Inc.4,483$153.2 萬
QVR LLC4,456$152.3 萬
Retireful, LLC3,734$127.6 萬
Farringdon Capital, Ltd.3,478$118.9 萬
Evoke Wealth, LLC3,462$118.3 萬
Q3 Asset Management3,227$110.3 萬
Virtus Wealth Solutions LLC3,200$109.4 萬
Gsa Capital Partners LLP3,084$105.4 萬
Trust Point Inc.3,035$103.7 萬
49 Wealth Management, LLC2,637$90.1 萬
Neo Ivy Capital Management2,543$86.9 萬
Oak Harbor Wealth Partners, LLC2,508$85.7 萬
Alvarez & Marsal Private Wealth Partners, LLC2,150$73.5 萬
Stone Wealth Partners2,074$70.9 萬
Weiss Asset Management LP2,040$69.7 萬
Old National Bancorp1,885$64.4 萬
Fi3 FINANCIAL ADVISORS, LLC1,875$64.1 萬
Golden State Equity Partners1,831$62.6 萬
Tradewinds, LLC.1,602$62.3 萬
Shay Capital LLC1,725$59.0 萬
Aster Capital Management (DIFC) Ltd4,057$58.9 萬
Bedminster, LLC1,700$58.1 萬
DRW Securities, LLC1,694$57.9 萬
Bank of Jackson Hole Trust1,630$55.7 萬
Quantessence Capital LLC1,567$53.6 萬
a16z Perennial Management, L.P.1,512$51.7 萬
Blueshift Asset Management, LLC1,462$50.0 萬
Future Fund LLC1,370$46.8 萬
K2 Principal Fund, L.P.1,238$42.3 萬
Redwood Wealth Management Group, LLC1,117$38.2 萬
Navellier & Associates Inc1,106$37.8 萬
Legato Capital Management LLC1,064$36.4 萬
LBMC Investment Advisors, LLC1,050$35.9 萬
Flaharty Asset Management, LLC957$32.7 萬
Moody Aldrich Partners LLC916$31.3 萬
Invariant Investment Management782$31.1 萬
Winthrop Capital Management, LLC890$30.4 萬
Militia Capital Management LLC863$29.5 萬
IPG Investment Advisors LLC855$29.2 萬
Fox Run Management, L.L.C.903$29.2 萬
Game Creek Capital, LP850$29.1 萬
TABR Capital Management, LLC826$28.2 萬
ABS Direct Equity Fund LLC700$27.4 萬
MPS Loria Financial Planners, LLC786$26.9 萬
Philip James Wealth Mangement, LLC738$25.2 萬
Severin Investments, LLC690$23.6 萬
Virtus Family Office LLC607$20.7 萬
Legacy Private Trust Co.601$20.5 萬
Sanders Morris Harris LLC600$20.5 萬
DAGCO, Inc.396$13.5 萬
Limestone Investment Advisors LP322$11.0 萬
Sumitomo Mitsui Financial Group, Inc.300$10.3 萬
RWM Asset Management, LLC230$7.86 萬
Evergreen Advisors, LLC151$5.16 萬
Missouri Trust & Investment Co135$4.61 萬
Sachetta, LLC135$4.61 萬

尚未申報 2026 年第 2 季的機構（33 家）

2026 年第 1 季季末持有 Applied Materials Inc、還沒有申報 2026 年第 2 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2026 年第 1 季持有 AMAT、尚未申報 2026 年第 2 季的機構
機構2026 年第 1 季股數2026 年第 1 季市值
Janus Henderson Group PLC1,388,708$4.75 億
CWM, LLC83,815$2,865 萬
FRG Family Wealth Advisors LLC76,453$2,613 萬
Signet Financial Management, LLC33,612$1,149 萬
Skopos Labs, Inc.26,247$897.1 萬
Gibbs Wealth Management17,898$611.7 萬
U.S. Capital Wealth Advisors, LLC11,817$403.9 萬
Journey Strategic Wealth LLC11,002$376.1 萬
DGS Capital Management, LLC9,837$336.2 萬
Exencial Wealth Advisors, LLC8,661$296.0 萬
Tanaka Capital Management Inc6,953$237.6 萬
Reflection Asset Management6,195$236.4 萬
First Affirmative Financial Network6,911$236.2 萬
VectorGlobal IAG, Inc.4,810$164.4 萬
USA Financial Portformulas Corp4,784$163.5 萬
Canandaigua National Corp3,488$119.2 萬
Charter Oak Capital Management, LLC3,181$108.7 萬
Opes Wealth Management LLC2,323$79.4 萬
Sunbelt Securities, Inc.2,241$76.6 萬
Cfo Capital Management LLC2,090$71.4 萬
TSG Advice Partners, LLC1,654$56.5 萬
Jackson Hole Capital Partners, LLC1,424$48.7 萬
Jaffetilchin Investment Partners, LLC1,057$36.1 萬
Arcadia Investment Management Corp1,005$34.3 萬
Leo Wealth, LLC852$29.1 萬
TruWealth Advisors, LLC840$28.7 萬
Capstone Wealth Management Group LLC704$24.0 萬
McIlrath & Eck, LLC421$14.4 萬
Sofos Investments, Inc.356$12.2 萬
Evelyn Partners Investment Management LLP80$2.73 萬
Evelyn Partners Investment Management Services Ltd78$2.67 萬
Evelyn Partners Asset Management Ltd72$2.46 萬
Anfield Capital Management, LLC6$2,051