Chronology 13F
← Back to convictions

APPLIED MATLS INC

AMAT · Information Technology

9 whale investors · Q2 2026

Whale investors

Concentrated managers reporting this company in Q2 2026.

9 holders
  1. Coatue ManagementPhilippe Laffont
    EquityQ2 2026
    $3.05B6.26% portfolio
  2. Tiger Global ManagementChase Coleman
    EquityQ2 2026
    $1.18B4.92% portfolio
  3. Lone Pine CapitalSteve Mandel
    EquityQ2 2026
    $873.19M5.34% portfolio
  4. Altimeter CapitalBrad Gerstner
    EquityQ2 2026
    $189.39M1.93% portfolio
  5. Davis Selected AdvisersChris Davis
    EquityQ2 2026
    $74.07M0.32% portfolio
  6. Markel GroupTom Gayner
    EquityQ2 2026
    $26.28M0.20% portfolio
  7. Maverick CapitalLee Ainslie
    EquityQ2 2026
    $1.78M0.02% portfolio
  8. Harris AssociatesBill Nygren
    EquityQ2 2026
    $1.41M0.00% portfolio
  9. Brave Warrior AdvisorsGlenn Greenberg
    EquityQ2 2026
    $694.8K0.02% portfolio

Holdings reflect reported 13F data for Q2 2026 and may be delayed or incomplete.