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
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
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
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
Q1  2025
≡ Christopher Davis - Davis Advisors Add 5.96% 280,955 0.24
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
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
Q4  2023
≡ Torray Funds Add 0.11% 86 0.00
≡ Lee Ainslie - Maverick Capital Buy 2,475 0.01
Q3  2023
≡ Bill & Melinda Gates Foundation Trust Buy 22,800 0.01
Q2  2023
≡ William Von Mueffling - Cantillon Capital Management Add 6.38% 214,238 0.22
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
Q4  2022
≡ Lee Ainslie - Maverick Capital Add 158.19% 481,997 1.15
≡ Torray Funds Buy 76,014 1.33
Q3  2022
≡ John Armitage - Egerton Capital Add 19.49% 956,360 0.61
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
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
Q4  2021
≡ Lee Ainslie - Maverick Capital Add 2.18% 17,409 0.03
≡ Torray Funds Buy 69,936 1.63
Q3  2021
≡ Lee Ainslie - Maverick Capital Add 9.98% 72,576 0.10
Q4  2020
≡ Lee Ainslie - Maverick Capital Add 248.46% 2,221,298 3.07
Q3  2020
≡ Lee Ainslie - Maverick Capital Add 19497.37% 889,470 0.98
≡ Harry Burn - Sound Shore Add 11.75% 48,150 0.28
≡ Seth Klarman - Baupost Group Buy 2,306,601 1.49
Q2  2020
≡ William Von Mueffling - Cantillon Capital Management Add 62.71% 1,529,635 0.80
≡ Lee Ainslie - Maverick Capital Buy 4,562 0.01
Q1  2020
≡ Christopher Davis - Davis Advisors Add 8.37% 1,262,742 0.39
≡ William Von Mueffling - Cantillon Capital Management Buy 2,439,237 1.24
Q4  2018
≡ Lee Ainslie - Maverick Capital Add 57.61% 980,482 0.47
≡ Harry Burn - Sound Shore Add 13.06% 142,900 0.29
Q3  2018
≡ Lee Ainslie - Maverick Capital Add 850.94% 1,523,017 0.73
≡ Harry Burn - Sound Shore Add 23.78% 210,250 0.41
Q2  2018
≡ Harry Burn - Sound Shore Add 10.43% 83,500 0.20
Q1  2018
≡ Lee Ainslie - Maverick Capital Add 34.92% 47,880 0.03
≡ David Tepper - Appaloosa Management Buy 1,570,000 0.94
Q4  2017
≡ Lee Ainslie - Maverick Capital Add 39.54% 38,850 0.03
Q3  2017
≡ Lee Ainslie - Maverick Capital Add 6.76% 6,220 0.00
≡ David Tepper - Appaloosa Management Buy 250,000 0.19
Q2  2017
≡ Lee Ainslie - Maverick Capital Add 18.06% 14,080 0.01
Q3  2016
≡ Lee Ainslie - Maverick Capital Buy 105,100 0.04
Q3  2015
≡ Harry Burn - Sound Shore Add 3.51% 118,600 0.10
Q2  2015
≡ Harry Burn - Sound Shore Add 19.76% 558,000 0.48
≡ David Einhorn - Greenlight Capital Buy 8,000,000 1.97
Q1  2015
≡ Harry Burn - Sound Shore Add 18.90% 449,000 0.44
Q2  2013
≡ Harry Burn - Sound Shore Add 27.74% 630,000 0.55
Q2  2012
≡ Harry Burn - Sound Shore Add 21.31% 603,900 0.47
Q2  2011
≡ Harry Burn - Sound Shore Add 18.52% 598,600 0.41
Q4  2010
≡ David Tepper - Appaloosa Management Add 141.74% 5,337,243 1.75
Q3  2010
≡ Harry Burn - Sound Shore Add 20.74% 734,900 0.49
≡ David Tepper - Appaloosa Management Buy 3,765,483 1.60
Q2  2010
≡ Harry Burn - Sound Shore Add 3.62% 123,900 0.09
Q1  2010
≡ Harry Burn - Sound Shore Buy 3,419,600 2.16

* "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.