ValuationViz

AMAT fund manager activity

Applied Materials, Inc · Nasdaq. Reported by 33 tracked fund managers in their 13F filings, Q2 2013 to Q3 2026.

Q3 2026

ManagerActivitySharesValue% of portfolioFiled
John Armitage - Egerton CapitalSold out——0.00%Oct 20, 2026
David Katz - Matrix Asset AdvisorsTrimmed47,847$24,468,0342.02%Oct 13, 2026

Q2 2026

ManagerActivitySharesValue% of portfolioFiled
Abrams Bison InvestmentsTrimmed552,000$399,096,00019.5%Aug 14, 2026
Brad Gerstner - Altimeter Capital ManagementNew261,950$189,389,8501.93%Aug 14, 2026
Ron Baron - Baron CapitalNew3,392$2,452,4160.00%Aug 14, 2026
Glenn Greenberg - Brave Warrior AdvisorsNo change961$694,8030.02%Aug 14, 2026
William Von Mueffling - Cantillon Capital ManagementTrimmed50,176$36,277,2485.45%Jul 29, 2026
Philippe Laffont - Coatue ManagementTrimmed4,213,483$3,046,348,2096.26%Aug 14, 2026
Christopher Davis - Davis AdvisorsTrimmed102,521$74,073,7020.32%Aug 11, 2026
John Armitage - Egerton CapitalNew521,065$376,729,9953.64%Jul 21, 2026
Ken Fisher - Fisher Asset ManagementAdded440,384$318,397,7010.09%Aug 4, 2026
Jeremy Grantham - GMOTrimmed15,644$11,310,6120.03%Aug 13, 2026
Joel Greenblatt - Gotham Asset ManagementTrimmed135,167$97,725,7410.23%Aug 14, 2026
Stephen Mandel - Lone Pine CapitalNew1,207,737$873,193,8515.34%Aug 14, 2026
Mairs & Power FundsTrimmed11,007$7,958,0610.07%Aug 14, 2026
Thomas Gayner - Markel GroupNo change36,350$26,281,0500.20%Jul 31, 2026
David Katz - Matrix Asset AdvisorsTrimmed48,044$34,735,8612.82%Jul 15, 2026
Lee Ainslie - Maverick CapitalTrimmed2,468$1,784,3640.02%Aug 14, 2026
Bill Nygren - Oakmark FundsTrimmed1,945$1,406,2350.00%Aug 14, 2026
Chase Coleman - Tiger Global ManagementTrimmed1,632,210$1,180,087,8304.92%Aug 14, 2026

Older quarters