Applied Materials, Inc.
AMATLast close · Oct 16, 2026409.29−20.72 (−4.82%)
Market cap$324.8B
Of the 85 managers this site tracks, 13 held Applied Materials (AMAT) at the end of Q3 2026, their latest 13Fs. The largest position by value was Chase Coleman's, $1.2B; Stephen Mandel's ($873.2M) and Abrams Bison's ($399.1M) follow. No Schedule 13D or 13G is on file for AMAT from the activists and large holders the site follows.
Superinvestors holding AMAT
| Manager | Firm | Quarter | Shares | Value |
|---|---|---|---|---|
| Chase Coleman | Tiger Global Management LLC | Q2 2026 | 2M | $1.2B |
| Stephen Mandel | Lone Pine Capital LLC | Q2 2026 | 1M | $873.2M |
| Abrams Bison | Abrams Bison Investments, LLC | Q2 2026 | 552,000 | $399.1M |
| John Armitage | Egerton Capital (UK) LLP | Q2 2026 | 521,065 | $376.7M |
| Bridgewater | Bridgewater Associates, LP | Q2 2026 | 291,426 | $210.7M |
| Christopher Davis | Davis Selected Advisers | Q2 2026 | 102,521 | $74.1M |
| William Von Mueffling | Cantillon Capital Management LLC | Q2 2026 | 50,176 | $36.3M |
| Thomas Gayner | Markel Group Inc. | Q2 2026 | 36,350 | $26.3M |
| David Katz | Matrix Asset Advisors Inc | Q3 2026 | 47,847 | $24.5M |
| Mairs & Power | Mairs & Power Inc | Q2 2026 | 11,007 | $8.0M |
| Lee Ainslie | Maverick Capital Ltd | Q2 2026 | 2,468 | $1.8M |
| Bill Nygren | Harris Associates L P | Q2 2026 | 1,945 | $1.4M |
| Glenn Greenberg | Brave Warrior Advisors, LLC | Q2 2026 | 961 | $694,803 |
13D/13G are SEC beneficial-ownership disclosures, triggered only above 5%; a 13F is a quarterly snapshot filed up to 45 days after quarter end. Superinvestor names link to their full portfolios under Investors.