Applied Materials (AMAT)

Sector:Information Technology
Super Investor Stats:
Ownership count:5
Ownership rank:89
% of all portfolios:0.167%
Hold Price * :$162.07
History Portfolio Manager Activity Share change % change to portfolio
Q4  2023
William Von Mueffling - Cantillon Capital Management Reduce 2.36% 83,845 0.09
Harry Burn - Sound Shore Reduce 2.48% 9,662 0.05
Christopher Davis - Davis Advisors Reduce 12.81% 872,578 0.80
Bill & Melinda Gates Foundation Trust Sell 100.00% 22,800 0.01
Q3  2023
William Von Mueffling - Cantillon Capital Management Reduce 0.39% 13,921 0.01
Harry Burn - Sound Shore Reduce 0.46% 1,804 0.01
Christopher Davis - Davis Advisors Reduce 1.95% 135,203 0.12
John Armitage - Egerton Capital Sell 100.00% 2,629,188 3.92
Lee Ainslie - Maverick Capital Sell 100.00% 271,986 0.84
Q2  2023
Christopher Davis - Davis Advisors Reduce 2.78% 198,493 0.17
John Armitage - Egerton Capital Reduce 3.41% 92,953 0.14
Harry Burn - Sound Shore Reduce 31.10% 176,970 0.94
Lee Ainslie - Maverick Capital Reduce 45.55% 227,496 0.70
Chase Coleman - Tiger Global Management Sell 100.00% 419,500 0.47
Q1  2023
Christopher Davis - Davis Advisors Reduce 1.59% 115,725 0.09
William Von Mueffling - Cantillon Capital Management Reduce 1.68% 57,491 0.06
Lee Ainslie - Maverick Capital Reduce 36.51% 287,207 0.91
Q4  2022
Christopher Davis - Davis Advisors Reduce 1.34% 98,452 0.07
William Von Mueffling - Cantillon Capital Management Reduce 1.54% 53,313 0.04
Harry Burn - Sound Shore Reduce 9.49% 20,515 0.23
John Armitage - Egerton Capital Reduce 57.88% 3,393,546 2.84
Q3  2022
Christopher Davis - Davis Advisors Reduce 0.78% 57,688 0.03
William Von Mueffling - Cantillon Capital Management Reduce 0.89% 31,175 0.02
Harry Burn - Sound Shore Reduce 17.95% 47,260 0.45
Lee Ainslie - Maverick Capital Reduce 18.84% 70,724 0.13
Torray Funds Sell 100.00% 84,846 1.48
Chris Hohn - TCI Fund Management Sell 100.00% 1,897,488 0.55
Q2  2022
William Von Mueffling - Cantillon Capital Management Reduce 0.29% 10,066 0.01
Christopher Davis - Davis Advisors Reduce 7.91% 636,567 0.37
Lee Ainslie - Maverick Capital Reduce 27.95% 145,600 0.33
Q1  2022
Christopher Davis - Davis Advisors Reduce 4.15% 348,692 0.23
Lee Ainslie - Maverick Capital Reduce 36.27% 296,514 0.70
Q4  2021
Christopher Davis - Davis Advisors Reduce 3.94% 344,188 0.25
William Von Mueffling - Cantillon Capital Management Reduce 6.89% 252,732 0.26
Q3  2021
William Von Mueffling - Cantillon Capital Management Reduce 1.68% 62,502 0.05
Christopher Davis - Davis Advisors Reduce 2.90% 261,548 0.16
Q2  2021
William Von Mueffling - Cantillon Capital Management Reduce 1.19% 45,110 0.04
Christopher Davis - Davis Advisors Reduce 7.78% 759,651 0.44
Lee Ainslie - Maverick Capital Reduce 47.92% 669,337 0.90
Q1  2021
William Von Mueffling - Cantillon Capital Management Reduce 2.92% 113,787 0.11
Christopher Davis - Davis Advisors Reduce 33.62% 4,946,492 2.89
Lee Ainslie - Maverick Capital Reduce 55.16% 1,718,448 2.15
Harry Burn - Sound Shore Sell 100.00% 255,500 1.96
Q4  2020
William Von Mueffling - Cantillon Capital Management Reduce 0.89% 35,059 0.02
Christopher Davis - Davis Advisors Reduce 6.28% 986,126 0.41
Harry Burn - Sound Shore Reduce 44.21% 202,450 1.55
Seth Klarman - Baupost Group Sell 100.00% 2,306,601 1.49
Q3  2020
William Von Mueffling - Cantillon Capital Management Reduce 1.10% 43,488 0.02
Christopher Davis - Davis Advisors Reduce 3.57% 581,631 0.19
Q2  2020
Christopher Davis - Davis Advisors Reduce 0.38% 61,761 0.02
Q1  2020
Harry Burn - Sound Shore Reduce 35.74% 227,950 1.12
Q4  2019
Harry Burn - Sound Shore Reduce 43.71% 495,300 2.05
Q3  2019
Harry Burn - Sound Shore Reduce 5.38% 64,450 0.21
Q2  2019
Harry Burn - Sound Shore Reduce 3.22% 39,850 0.11
Q1  2019
Lee Ainslie - Maverick Capital Sell 100.00% 2,682,479 1.29
Q2  2018
Lee Ainslie - Maverick Capital Reduce 3.24% 6,000 0.00
David Tepper - Appaloosa Management Sell 100.00% 1,570,000 0.94
Q1  2018
Harry Burn - Sound Shore Reduce 13.88% 129,000 0.37
Q4  2017
Harry Burn - Sound Shore Reduce 7.93% 80,050 0.20
David Tepper - Appaloosa Management Sell 100.00% 250,000 0.19
Q3  2017
Harry Burn - Sound Shore Reduce 6.50% 70,250 0.18
Q2  2017
Harry Burn - Sound Shore Reduce 15.38% 196,250 0.41
Q1  2017
Harry Burn - Sound Shore Reduce 21.68% 353,200 0.70
Lee Ainslie - Maverick Capital Reduce 23.06% 23,360 0.01
Q4  2016
Lee Ainslie - Maverick Capital Reduce 3.61% 3,790 0.00
Q3  2016
Harry Burn - Sound Shore Reduce 16.03% 311,050 0.52
Q2  2016
Harry Burn - Sound Shore Reduce 18.79% 449,100 0.60
Q1  2016
Harry Burn - Sound Shore Reduce 25.22% 805,800 0.94
Q4  2015
Harry Burn - Sound Shore Reduce 8.73% 305,500 0.30
David Einhorn - Greenlight Capital Sell 100.00% 5,000,000 1.26
Q3  2015
David Einhorn - Greenlight Capital Reduce 37.50% 3,000,000 0.76
Q4  2014
Harry Burn - Sound Shore Reduce 5.23% 131,000 0.14
Q4  2013
Harry Burn - Sound Shore Reduce 5.93% 158,100 0.13
Q3  2013
Harry Burn - Sound Shore Reduce 8.17% 237,000 0.22
Q1  2013
Harry Burn - Sound Shore Reduce 5.10% 122,000 0.10
Q4  2012
Harry Burn - Sound Shore Reduce 24.08% 759,100 0.60
Q3  2012
Harry Burn - Sound Shore Reduce 8.31% 285,700 0.22
Q1  2012
Harry Burn - Sound Shore Reduce 8.19% 252,800 0.19
Q4  2011
Harry Burn - Sound Shore Reduce 15.94% 585,200 0.40
David Tepper - Appaloosa Management Sell 100.00% 4,144,385 3.08
Q3  2011
Harry Burn - Sound Shore Reduce 4.15% 159,100 0.11
David Tepper - Appaloosa Management Reduce 36.72% 2,404,700 1.79
Q2  2011
David Tepper - Appaloosa Management Reduce 17.56% 1,395,000 0.45
Q1  2011
Harry Burn - Sound Shore Reduce 10.66% 385,600 0.31
David Tepper - Appaloosa Management Reduce 12.73% 1,158,641 0.46
Q4  2010
Harry Burn - Sound Shore Reduce 15.43% 660,000 0.50
Q1  2009
David Tepper - Appaloosa Management Sell 100.00% 502,500 1.35
Q3  2008
David Tepper - Appaloosa Management Reduce 71.29% 1,247,500 3.30
Q2  2008
David Tepper - Appaloosa Management Reduce 63.04% 2,985,000 1.86

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.