Applied Materials (AMAT)

Sector:Information Technology
Super Investor Stats:
Ownership count:11
Ownership rank:29
% of all portfolios:0.215%
Hold Price * :$266.08
History Portfolio Manager Activity ▼ Share change % change to portfolio
Q1  2026
≡ David Katz - Matrix Asset Advisors Reduce 18.48% 13,265 0.42
Q4  2025
≡ Thomas Gayner - Markel Group Add 29.90% 7,850 0.02
≡ William Von Mueffling - Cantillon Capital Management Add 0.76% 22,401 0.03
≡ Lee Ainslie - Maverick Capital Buy 1,131,276 3.12
≡ Glenn Greenberg - Brave Warrior Advisors Buy 961 0.01
≡ David Katz - Matrix Asset Advisors Reduce 0.99% 715 0.02
≡ Christopher Davis - Davis Advisors Reduce 24.36% 1,352,694 1.56
≡ Harry Burn - Sound Shore Reduce 29.72% 118,650 0.97
≡ Richard Pzena - Pzena Investment Management Sell 100.00% 1,473 0.00
Q3  2025
≡ Thomas Gayner - Markel Group Add 59.09% 9,750 0.01
≡ David Katz - Matrix Asset Advisors Add 41.98% 21,442 0.41
≡ Christopher Davis - Davis Advisors Add 12.03% 596,399 0.64
≡ Harry Burn - Sound Shore Add 9.53% 34,722 0.23
≡ Richard Pzena - Pzena Investment Management Buy 1,473 0.00
≡ William Von Mueffling - Cantillon Capital Management Reduce 1.09% 32,480 0.04
≡ Torray Funds Reduce 96.20% 30,420 0.76
Q2  2025
≡ Mairs & Power Funds Add 53.54% 3,950 0.01
≡ Harry Burn - Sound Shore Buy 364,517 2.27
≡ David Katz - Matrix Asset Advisors Buy 51,071 0.95
≡ Thomas Gayner - Markel Group Buy 16,500 0.03
≡ Bill Nygren - Oakmark Funds Buy 2,200 0.00
≡ Christopher Davis - Davis Advisors Reduce 0.71% 35,579 0.03
≡ William Von Mueffling - Cantillon Capital Management Reduce 2.82% 86,690 0.09
≡ Torray Funds Reduce 39.52% 20,664 0.55
Q1  2025
≡ Christopher Davis - Davis Advisors Add 5.96% 280,955 0.24
≡ Mairs & Power Funds Reduce 1.34% 100 0.00
≡ William Von Mueffling - Cantillon Capital Management Reduce 3.00% 94,972 0.09
Q4  2024
≡ Christopher Davis - Davis Advisors Add 14.58% 599,450 0.57
≡ William Von Mueffling - Cantillon Capital Management Add 0.53% 16,804 0.02
Q3  2024
≡ Torray Funds Add 2.35% 1,200 0.03
≡ Christopher Davis - Davis Advisors Reduce 1.75% 73,157 0.08
≡ William Von Mueffling - Cantillon Capital Management Reduce 2.90% 93,972 0.12
≡ Lee Ainslie - Maverick Capital Sell 100.00% 4,458 0.02
≡ Glenn Greenberg - Brave Warrior Advisors Sell 100.00% 961 0.01
Q2  2024
≡ Chase Coleman - Tiger Global Management Buy 895,200 0.98
≡ Lee Ainslie - Maverick Capital Buy 4,458 0.02
≡ Glenn Greenberg - Brave Warrior Advisors Buy 961 0.01
≡ William Von Mueffling - Cantillon Capital Management Reduce 4.84% 164,780 0.26
≡ Christopher Davis - Davis Advisors Reduce 10.19% 474,933 0.64
≡ Torray Funds Reduce 13.60% 8,041 0.28
Q1  2024
≡ William Von Mueffling - Cantillon Capital Management Reduce 1.98% 68,901 0.09
≡ Christopher Davis - Davis Advisors Reduce 21.50% 1,276,388 1.48
≡ Torray Funds Reduce 22.31% 16,975 0.53
≡ Harry Burn - Sound Shore Sell 100.00% 380,535 2.14
≡ Lee Ainslie - Maverick Capital Sell 100.00% 2,475 0.01
Q4  2023
≡ Torray Funds Add 0.11% 86 0.00
≡ Lee Ainslie - Maverick Capital Buy 2,475 0.01
≡ 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
≡ Bill & Melinda Gates Foundation Trust Buy 22,800 0.01
≡ 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
≡ William Von Mueffling - Cantillon Capital Management Add 6.38% 214,238 0.22
≡ 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
≡ Harry Burn - Sound Shore Add 190.93% 373,401 1.73
≡ John Armitage - Egerton Capital Add 10.21% 252,285 0.33
≡ Chase Coleman - Tiger Global Management Buy 419,500 0.47
≡ 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
≡ Lee Ainslie - Maverick Capital Add 158.19% 481,997 1.15
≡ Torray Funds Buy 76,014 1.33
≡ 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
≡ John Armitage - Egerton Capital Add 19.49% 956,360 0.61
≡ 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
≡ John Armitage - Egerton Capital Add 145.23% 2,906,043 1.78
≡ Torray Funds Add 21.32% 14,910 0.26
≡ Harry Burn - Sound Shore Buy 263,345 2.48
≡ Chris Hohn - TCI Fund Management Buy 1,897,488 0.55
≡ 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
≡ William Von Mueffling - Cantillon Capital Management Add 2.80% 95,630 0.09
≡ John Armitage - Egerton Capital Buy 2,000,999 1.39
≡ Christopher Davis - Davis Advisors Reduce 4.15% 348,692 0.23
≡ Lee Ainslie - Maverick Capital Reduce 36.27% 296,514 0.70
Q4  2021
≡ Lee Ainslie - Maverick Capital Add 2.18% 17,409 0.03
≡ Torray Funds Buy 69,936 1.63
≡ 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
≡ Lee Ainslie - Maverick Capital Add 9.98% 72,576 0.10
≡ William Von Mueffling - Cantillon Capital Management Reduce 1.68% 62,502 0.05
≡ Christopher Davis - Davis Advisors Reduce 2.90% 261,548 0.16

* "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.