Updated
Applied MaterialsAMAT · Technology
$370.57+11.35%
Market cap$294.1B
IndustrySemiconductor Equipment & Materials
Applied Materials (AMAT) Superinvestor holders
50 of the superinvestors we track hold Applied Materials (AMAT) in their latest 13F filings, $15.6B in total.
Summary
The largest holder is Philippe Laffont (Coatue Management), with $3.0B, 6.3% of the portfolio.
In their latest quarter: 5 opened a new position, 5 added, 36 trimmed.
Who holds it
Each investor's latest 13F filing, largest stake first. What a 13F shows.
| Investor | Last change | Shares | Value | % of portfolio | Filed for |
|---|---|---|---|---|---|
| Philippe Laffont Coatue Management |
Trimmed | 4,213,483 | $3.0B | 6.3% | Q2 2026 |
| Mark Donovan Boston Partners |
Trimmed | 2,636,446 | $1.9B | 1.7% | Q2 2026 |
| Chase Coleman Tiger Global Management |
Trimmed | 1,632,210 | $1.2B | 4.9% | Q2 2026 |
| Takis Sparaggis Alkeon Capital Management |
New position | 1,504,800 | $1.1B | 4.2% | Q2 2026 |
| First Manhattan First Manhattan Co |
Trimmed | 1,240,454 | $897M | 2.3% | Q2 2026 |
| Stephen Mandel Lone Pine Capital |
New position | 1,207,737 | $873M | 5.3% | Q2 2026 |
| Acadian Acadian Asset Management |
Trimmed | 1,566,495 | $801M | 0.9% | Q3 2026 |
| PRIMECAP Management PRIMECAP Management Co |
Trimmed | 1,042,926 | $754M | 0.4% | Q2 2026 |
| Ensign Peak Ensign Peak Advisors |
Trimmed | 930,145 | $672M | 1.1% | Q2 2026 |
| Cliff Asness AQR Capital Management |
Added | 818,832 | $592M | 0.2% | Q2 2026 |
| Steve Cohen Point72 Asset Management |
Trimmed | 599,984 | $434M | 0.7% | Q2 2026 |
| Paul Marshall Marshall Wace |
Trimmed | 579,156 | $419M | 0.4% | Q2 2026 |
| Josh Resnick Jericho Capital Asset Management |
Trimmed | 553,927 | $400M | 3.3% | Q2 2026 |
| Man Group Man Group plc |
Trimmed | 445,289 | $322M | 0.6% | Q2 2026 |
| David Shaw D. E. Shaw & Co. |
Trimmed | 396,944 | $287M | 0.2% | Q2 2026 |
| Brandon Haley Holocene Advisors |
Trimmed | 369,894 | $267M | 0.6% | Q2 2026 |
| Ken Fisher Fisher Investments |
Added | 478,666 | $245M | 0.1% | Q3 2026 |
| Josef Lakonishok LSV Asset Management |
Trimmed | 443,469 | $227M | 0.4% | Q3 2026 |
| Ray Dalio Bridgewater Associates |
Trimmed | 291,426 | $211M | 0.9% | Q2 2026 |
| Brad Gerstner Altimeter Capital Management |
New position | 261,950 | $189M | 1.9% | Q2 2026 |
| Jennison Associates | Trimmed | 165,784 | $120M | 0.1% | Q2 2026 |
| Artisan Partners | Trimmed | 149,573 | $108M | 0.2% | Q2 2026 |
| Joel Greenblatt Gotham Asset Management |
Trimmed | 135,167 | $98M | 0.2% | Q2 2026 |
| Louis Bacon Moore Capital Management |
Added | 122,220 | $88M | 2.1% | Q2 2026 |
| Christopher Davis Davis Selected Advisers |
Trimmed | 102,521 | $74M | 0.3% | Q2 2026 |
| Larry Robbins Glenview Capital Management |
Trimmed | 65,201 | $47M | 0.9% | Q2 2026 |
| William von Mueffling Cantillon Capital Management |
Trimmed | 50,176 | $36M | 5.5% | Q2 2026 |
| Eric Marshall Hodges Capital Management |
Added | 44,597 | $32M | 2.1% | Q2 2026 |
| Jimmy Levin Sculptor Capital Management |
Trimmed | 38,300 | $28M | 0.4% | Q2 2026 |
| David Katz Matrix Asset Advisors |
Trimmed | 47,847 | $24M | 2.0% | Q3 2026 |
| Two Sigma Two Sigma Investments |
Trimmed | 29,763 | $22M | 0.0% | Q2 2026 |
| Fred DiSanto Ancora Holdings |
Trimmed | 26,601 | $19M | 0.4% | Q2 2026 |
| Tom Gayner Markel Group Inc. |
Held | 36,350 | $19M | 0.1% | Q3 2026 |
| Mario Gabelli GAMCO Investors |
Trimmed | 15,770 | $11M | 0.1% | Q2 2026 |
| Jeremy Grantham GMO |
Trimmed | 15,644 | $11M | 0.0% | Q2 2026 |
| Mairs & Power Mairs & Power Inc |
Trimmed | 11,007 | $8M | 0.1% | Q2 2026 |
| Alan Howard Brevan Howard |
Trimmed | 9,822 | $7M | 0.1% | Q2 2026 |
| Fayez Sarofim Fayez Sarofim & Co |
Held | 9,016 | $7M | 0.0% | Q2 2026 |
| Arrowstreet Capital | Trimmed | 6,068 | $4M | 0.0% | Q2 2026 |
| Ken Tropin Graham Capital Management |
Trimmed | 4,210 | $3M | 0.1% | Q2 2026 |
| Ron Baron Baron Capital (BAMCO) |
New position | 3,392 | $2M | 0.0% | Q2 2026 |
| Lee Ainslie Maverick Capital |
Trimmed | 2,468 | $2M | 0.0% | Q2 2026 |
| Bill Nygren Harris Associates LP |
Trimmed | 1,945 | $1M | 0.0% | Q2 2026 |
| Will Nasgovitz Heartland Advisors |
Trimmed | 1,559 | $1M | 0.1% | Q2 2026 |
| Alec Litowitz Magnetar Capital |
Trimmed | 1,547 | $1M | 0.0% | Q2 2026 |
| Glenn Greenberg Brave Warrior Advisors |
Held | 961 | $694,803 | 0.0% | Q2 2026 |
| Harding Loevner | New position | 432 | $312,351 | 0.0% | Q2 2026 |
| Aziz Hamzaogullari Loomis Sayles & Co |
Added | 329 | $237,867 | 0.0% | Q2 2026 |
| Neil Hennessy Hennessy Advisors |
Trimmed | 404 | $206,598 | 0.0% | Q3 2026 |
| Baillie Gifford Baillie Gifford & Co |
Held | 52 | $26,592 | 0.0% | Q3 2026 |
Holders by quarter
| Quarter | Superinvestors holding it |
|---|---|
| Q2 2026 | 51 |
| Q1 2026 | 45 |
| Q4 2025 | 44 |
| Q3 2025 | 39 |
| Q2 2025 | 38 |
| Q1 2025 | 36 |
| Q4 2024 | 36 |
| Q3 2024 | 35 |
Questions about Applied Materials
Which superinvestors own Applied Materials?
50 of the superinvestors we track hold Applied Materials (AMAT) in their latest 13F filings, $15.6B in total. Philippe Laffont, Mark Donovan, Chase Coleman, Takis Sparaggis, First Manhattan, Stephen Mandel.
Who is the largest superinvestor holder of AMAT?
The largest holder is Philippe Laffont (Coatue Management), with $3.0B, 6.3% of the portfolio.
From Applied Materials's annual reports filed with the SEC (XBRL data), standardised by Investingly. Information only, not investment advice.