Skip to content
RKWD
ROCKWOOD RESEARCH · A CORPORATE FILINGS WEBSITE|STRAIGHT FROM THE SOURCE · SEC EDGAR|SPONSOREDYour message on this tape — bid on the Rockwood Ad Exchange · Rockwood Ad Exchange|
Rockwood Research
…

AMAT

APPLIED MATERIALS INC /DE

Semiconductors & Related Devices · SIC 3674CIK 6951Held by 31 tracked managersEDGAR filings ↗10-K/10-Q ↗

SHARE:XLINKEDINEMAIL
i
31 managers · Q2 2026 13F
Abrams Bison Investments
Abrams BisonPosition history →
19.5%
(21.6%)
Broad Run Investment Management
Broad Run Investment ManagementPosition history →
16.4%
(0.5%)
Coatue Management
Philippe LaffontPosition history →
6.3%
(19.7%)
Cantillon Capital Management
William Von MuefflingPosition history →
5.5%
(96.7%)
Lone Pine Capital
Stephen MandelPosition history →
5.3%
NEW
Tiger Global Management
Chase ColemanPosition history →
4.9%
(1.5%)
Egerton Capital
John ArmitagePosition history →
3.6%
NEW
Jericho Capital Asset Management
Jericho Capital Asset ManagementPosition history →
3.3%
(38.7%)
Summit Street Capital Management
Summit Street Capital ManagementPosition history →
3.0%
(50.0%)
Matrix Asset Advisors
David KatzPosition history →
2.8%
(17.9%)
Fairview Capital Investment Management
Fairview Capital Investment ManagementPosition history →
2.6%
(6.5%)
Capital Research Global Investors
Capital Research Global InvestorsPosition history →
2.2%
(24.8%)
EdgePoint Investment Group
EdgePoint Investment GroupPosition history →
2.0%
(63.1%)
Altimeter Capital Management
Altimeter Capital ManagementPosition history →
1.9%
NEW
Zevenbergen Capital Investments
Zevenbergen Capital InvestmentsPosition history →
1.3%
—
Glenview Capital Management
Glenview Capital ManagementPosition history →
0.94%
(66.9%)
Bridgewater Associates
Bridgewater AssociatesPosition history →
0.86%
(48.0%)
Holocene Advisors
Holocene AdvisorsPosition history →
0.61%
(47.2%)
Adage Capital Management
Adage Capital ManagementPosition history →
0.58%
(14.8%)
Davis Advisors
Christopher DavisPosition history →
0.32%
(91.4%)
Gladstone Capital Management
Gladstone Capital ManagementPosition history →
0.31%
NEW
Capital World Investors
Capital World InvestorsPosition history →
0.23%
+56.9%
Markel Group
Tom GaynerPosition history →
0.20%
—
Fuller & Thaler Asset Management
Fuller & Thaler Asset ManagementPosition history →
0.16%
+0.5%
Mairs & Power
Mairs & PowerPosition history →
0.07%
(2.8%)
Infrastructure Capital Advisors
Infrastructure Capital AdvisorsPosition history →
0.06%
NEW
Maverick Capital
Lee AinsliePosition history →
0.02%
(99.7%)
Brave Warrior Advisors
Glenn GreenbergPosition history →
0.02%
—
Alps Advisors
Alps AdvisorsPosition history →
0.01%
+152.2%
Glynn Capital Management
Glynn Capital ManagementPosition history →
0.01%
—
Oakmark Funds (Harris Associates)
Bill NygrenPosition history →
<0.01%
(11.6%)

Weight = position value ÷ the manager's total 13F long-equity value in the same filing — one definition for every row. “1st obs.” marks a position with no earlier stored 13F to compare against — it is not shown as a purchase.