← Top Holdings

AMATAPPLIED MATLS INC

CUSIP: 038222105

🔥 Bought by 2 superinvestors this quarter

15

Guru Owners

$6.46B

Total Value Held

9.7M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Philippe Laffont	Coatue Management	4213483	$3.05B	6.26%	$723.00	Q2 2026
Chase Coleman	Tiger Global Management	1632210	$1.18B	4.92%	$723.00	Q2 2026
Stephen Mandel	Lone Pine Capital	1207737	$873.2M	5.34%	$723.00	Q2 2026
William Von Mueffling	Cantillon Capital Management	1521843	$520.2M	3.46%	$341.79	Q1 2026
John Armitage	Egerton Capital	521065	$376.7M	3.64%	$723.00	Q2 2026
Ray Dalio	Bridgewater Associates	291426	$210.7M	0.86%	$723.00	Q2 2026
FPA Queens Road	Bragg Financial Advisors	143808	$104.0M	2.78%	$723.00	Q2 2026
Christopher Davis	Davis Selected Advisers	102521	$74.1M	0.32%	$722.52	Q2 2026
David Katz	Matrix Asset Advisors	48044	$34.7M	2.82%	$723.00	Q2 2026
Tom Gayner	Markel Group	36350	$26.3M	0.20%	$723.00	Q2 2026
Mairs & Power	Mairs & Power	11007	$8.0M	0.07%	$723.00	Q2 2026
Wally Obermeyer	Obermeyer Wealth Partners	6609	$4.8M	0.20%	$723.00	Q2 2026
Lee Ainslie	Maverick Capital	2468	$1.8M	0.02%	$723.00	Q2 2026
Bill Nygren	Harris Associates	1945	$1.4M	0.00%	$723.00	Q2 2026
Glenn Greenberg	Brave Warrior Advisors	961	$695K	0.02%	$723.00	Q2 2026

Philippe Laffont

$3.05B

6.26%

$1.18B

4.92%

$873.2M

5.34%

William Von Mueffling

$520.2M

3.46%

$376.7M

3.64%

$210.7M

0.86%

FPA Queens Road

$104.0M

2.78%

Christopher Davis

$74.1M

0.32%

$34.7M

2.82%

$26.3M

0.20%

$8.0M

0.07%

Wally Obermeyer

$4.8M

0.20%

$1.8M

0.02%

$1.4M

0.00%

Glenn Greenberg

$695K

0.02%

Who owns AMAT? Full holder list and ownership history →

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q2 '2614 owners · $5.94B

REDUCEDPhilippe Laffont$3.05B

REDUCEDChase Coleman$1.18B

NEWStephen Mandel$873.2M

NEWJohn Armitage$376.7M

REDUCEDRay Dalio$210.7M

REDUCEDFPA Queens Road$104.0M

REDUCEDChristopher Davis$74.1M

REDUCEDDavid Katz$34.7M

REDUCEDMairs & Power$8.0M

REDUCEDWally Obermeyer$4.8M

REDUCEDLee Ainslie$1.8M

REDUCEDBill Nygren$1.4M

SOLDWilliam Von Mueffling

Q1 '2613 owners · $3.87B

REDUCEDPhilippe Laffont$1.79B

REDUCEDChase Coleman$566.3M

REDUCEDWilliam Von Mueffling$520.2M

REDUCEDChristopher Davis$409.2M

INCREASEDLee Ainslie$297.3M

INCREASEDRay Dalio$191.4M

REDUCEDFPA Queens Road$50.9M

REDUCEDDavid Katz$20.0M

INCREASEDTom Gayner$12.4M

INCREASEDWally Obermeyer$2.3M

Q4 '2515 owners · $4.17B

INCREASEDPhilippe Laffont$1.54B

REDUCEDChristopher Davis$1.08B

INCREASEDWilliam Von Mueffling$764.2M

NEWLee Ainslie$290.7M

INCREASEDRay Dalio$122.7M

REDUCEDHarry Burn$72.1M

REDUCEDFPA Queens Road$39.8M

REDUCEDDavid Katz$18.5M

INCREASEDTom Gayner$8.8M

REDUCEDWally Obermeyer$1.6M

NEWGlenn Greenberg$247K

SOLDRichard Pzena

Q3 '2514 owners · $2.84B

INCREASEDChristopher Davis$1.14B

NEWPhilippe Laffont$685.7M

REDUCEDWilliam Von Mueffling$604.2M

NEWRay Dalio$94.9M

INCREASEDHarry Burn$81.7M

INCREASEDFPA Queens Road$32.3M

INCREASEDDavid Katz$14.8M

INCREASEDTom Gayner$5.4M

REDUCEDWally Obermeyer$1.3M

NEWRichard Pzena$302K

REDUCEDTorray LLC$246K

Q2 '2511 owners · $1.73B

REDUCEDChristopher Davis$907.6M

REDUCEDWilliam Von Mueffling$546.2M

NEWHarry Burn$66.7M

INCREASEDFPA Queens Road$28.7M

NEWDavid Katz$9.3M

REDUCEDTorray LLC$5.8M

NEWTom Gayner$3.0M

REDUCEDMairs & Power$2.1M

REDUCEDWally Obermeyer$1.1M

NEWBill Nygren$403K

SOLDDan Sundheim

Q1 '259 owners · $1.36B

INCREASEDChristopher Davis$724.6M

NEWWilliam Von Mueffling$445.6M

NEWDan Sundheim$29.7M

INCREASEDFPA Queens Road$22.6M

REDUCEDMairs & Power$1.1M

REDUCEDWally Obermeyer$1.0M

INCREASEDRay Dalio$917K

🏛️ Congressional Trades

AMAT: Held by 15 superinvestors · 50 congress member trades

BUYJohn J Mr McGuireR

$1,001 - $15,0002026-07-15

BUYJared MoskowitzD

$1,001 - $15,0002026-07-13

SELLDan NewhouseR

$1,001 - $15,0002026-07-10

BUYJared MoskowitzD

$1,001 - $15,0002026-06-18

BUYJared MoskowitzD

$1,001 - $15,0002026-06-18

BUYMarkwayne MullinR

$15,001 - $50,0002025-12-29

BUYMichael McCaulR

$100,001 - $250,0002025-08-27

$1,001 - $15,0002025-08-26

$1,001 - $15,0002025-08-19

BUYDan NewhouseR

$1,001 - $15,0002025-08-18

BUYDan NewhouseR

$1,001 - $15,0002025-08-18

SELLLisa McClainR

$1,001 - $15,0002025-08-04

BUYLisa McClainR

$1,001 - $15,0002025-07-22

$1,001 - $15,0002025-07-21

$1,001 - $15,0002025-06-23

BUYMarjorie Taylor GreeneR

$1,001 - $15,0002025-06-06

$1,001 - $15,0002025-05-28

$1,001 - $15,0002025-05-19

BUYMarkwayne MullinR

$15,001 - $50,0002025-05-13

SELLJefferson ShreveR

$50,001 - $100,0002025-05-12