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AMAT: insider buying, 13F holders, analyst moves
Applied Matls Inc
A summary of public filings about Applied Matls Inc. For the latest insider history, price chart, analyst changes and activist filings, open the live lookup.
SEC Form 13F · Q2 2026
17 of our 100 managers hold AMAT
Combined reported value $12.21B; 1 sold out since Q1 2026.
Holders among our 100 managers: 5 in Q3 2023, 17 in Q2 2026.
| Manager | Value | % of portfolio | Change vs Q1 2026 |
|---|---|---|---|
| Sanders Capital | $4.41B | 4.41% | Trimmed |
| Coatue Management | $3.05B | 6.26% | Trimmed |
| Tiger Global Management | $1.18B | 4.92% | Trimmed |
| Alkeon Capital | $1.09B | 4.20% | New |
| Lone Pine Capital | $873.2M | 5.34% | New |
| Jericho Capital Asset | $400.5M | 3.31% | Trimmed |
| Egerton Capital (UK) | $376.7M | 3.64% | New |
| Castle Hook Partners | $290.6M | 3.11% | Trimmed |
| Altimeter Capital | $189.4M | 1.93% | New |
| Rokos Capital | $105.7M | 1.33% | Added |
| Davis Selected Advisers | $74.1M | 0.32% | Trimmed |
| Samlyn Capital | $65.6M | 1.09% | New |
| Glenview Capital | $47.1M | 0.94% | Trimmed |
| Cantillon Capital | $36.3M | 5.45% | Trimmed |
| Markel Group | $26.3M | 0.20% | Unchanged |
Important information
Facts from public SEC filings, shown for information only. Not a recommendation. Not individualized investment advice. Gulfstream Capital and its clients may hold positions in securities shown.