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SUPERINVESTOR HOLDERS

AMAT

Applied Materials Inc
Technology · Semiconductor Equipment & Materials
Holders
15
Total value
$6,667,938,207
Total shares
9,222,598
Cross-link
Financials →
Investor Shares Value % of Portfolio Activity As of
Philippe Laffont
Coatue Management
4,213,483 $3,046,348,209 6.26% REDUCE -1,034,719 30 Jun 2026
Chase Coleman
Tiger Global Management
1,632,210 $1,180,087,830 4.92% REDUCE -24,690 30 Jun 2026
Stephen Mandel
Lone Pine Capital
1,207,737 $873,193,851 5.34% NEW +1,207,737 30 Jun 2026
PRIMECAP Management
PRIMECAP Management Co
1,042,926 $754,035,498 0.45% REDUCE -131,200 30 Jun 2026
Cliff Asness
AQR Capital Management
818,832 $592,015,135 0.21% ADD +328,215 30 Jun 2026
Joel Greenblatt
Gotham Asset Management
135,167 $97,725,741 0.23% REDUCE -25,467 30 Jun 2026
Larry Robbins
Glenview Capital Management
65,201 $47,140,323 0.86% REDUCE -132,008 30 Jun 2026
Eric Marshall
Hodges Capital Management
44,597 $32,243,885 2.13% ADD +910 30 Jun 2026
Tom Gayner
Markel Group Inc.
36,350 $26,281,050 0.20% HOLD 30 Jun 2026
Mario Gabelli
GAMCO Investors
15,770 $11,401,710 0.10% REDUCE -5,457 30 Jun 2026
Ron Baron
Baron Capital (BAMCO)
3,392 $2,452,416 0.00% NEW +3,392 30 Jun 2026
Lee Ainslie
Maverick Capital
2,468 $1,784,364 0.02% REDUCE -867,475 30 Jun 2026
Bill Nygren
Harris Associates LP
1,945 $1,406,235 0.00% REDUCE -255 30 Jun 2026
Will Nasgovitz
Heartland Advisors
1,559 $1,127,157 0.05% REDUCE -6,244 30 Jun 2026
Glenn Greenberg
Brave Warrior Advisors
961 $694,803 0.01% HOLD 30 Jun 2026