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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 ↗

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28 of 28 reported changes in each tracked manager’s latest 13F vs its prior quarter (Q2 2026). Every change is listed — no cap.

ManagerActionShare change% chgEnding % of 13F bookPosition size

Lone Pine Capital

Q2 2026Position history →

New+1,207,737—5.3%$0.87B

Egerton Capital

Q2 2026Position history →

New+521,065—3.6%$0.38B

Altimeter Capital Management

Q2 2026Position history →

New+261,950—1.9%$0.19B

Gladstone Capital Management

Q2 2026Position history →

New+4,360—0.31%$<0.01B

Infrastructure Capital Advisors

Q2 2026Position history →

New+1,120—0.06%$<0.01B

Capital World Investors

Q2 2026Position history →

Add+973,217+56.9%0.23%$1.94B

Fuller & Thaler Asset Management

Q2 2026Position history →

Add+396+0.5%0.16%$0.06B

Q2 2026Position history →

Add+2,214+152.2%0.01%$<0.01B

Capital Research Global Investors

Q2 2026Position history →

Trim(7,296,327)(24.8%)2.2%$16.02B

Coatue Management

Q2 2026Position history →

Trim(1,034,719)(19.7%)6.3%$3.05B

Tiger Global Management

Q2 2026Position history →

Trim(24,690)(1.5%)4.9%$1.18B

Adage Capital Management

Q2 2026Position history →

Trim(98,300)(14.8%)0.58%$0.41B

Jericho Capital Asset Management

Q2 2026Position history →

Trim(350,428)(38.7%)3.3%$0.40B

Abrams Bison Investments

Q2 2026Position history →

Trim(152,000)(21.6%)19.5%$0.40B

Holocene Advisors

Q2 2026Position history →

Trim(330,781)(47.2%)0.61%$0.27B

EdgePoint Investment Group

Q2 2026Position history →

Trim(616,900)(63.1%)2.0%$0.26B

Bridgewater Associates

Q2 2026Position history →

Trim(268,492)(48.0%)0.86%$0.21B

Broad Run Investment Management

Q2 2026Position history →

Trim(808)(0.5%)16.4%$0.11B

Q2 2026Position history →

Trim(1,094,581)(91.4%)0.32%$0.07B

Fairview Capital Investment Management

Q2 2026Position history →

Trim(4,725)(6.5%)2.6%$0.05B

Glenview Capital Management

Q2 2026Position history →

Trim(132,008)(66.9%)0.94%$0.05B

Cantillon Capital Management

Q2 2026Position history →

Trim(1,471,667)(96.7%)5.5%$0.04B

Matrix Asset Advisors

Q2 2026Position history →

Trim(10,489)(17.9%)2.8%$0.03B

Summit Street Capital Management

Q2 2026Position history →

Trim(29,615)(50.0%)3.0%$0.02B

Q2 2026Position history →

Trim(320)(2.8%)0.07%$0.01B

Maverick Capital

Q2 2026Position history →

Trim(867,475)(99.7%)0.02%$<0.01B

Oakmark Funds (Harris Associates)

Q2 2026Position history →

Trim(255)(11.6%)<0.01%$<0.01B

Palestra Capital Management

Q2 2026Position history →

Exit(286,566)(100.0%)exited$0.10B

Changes compare each manager’s latest 13F with its prior quarter for the same CUSIP. “First observation” rows have no earlier stored filing to compare and are never counted as buys; “Split?” rows moved by a near-whole factor at an unchanged value and are treated as stock splits, not trades. Ending weight is the position after the change, not the size of the change.