6 tracked superinvestors hold APPLIED MATLS INC (AMAT), worth $4.1B combined, led by Philippe Laffont. Smart money is accumulating AMAT as of the latest 13F filings.
Current price
$588.66
+205.7%
1Y
Applied Materials, Inc. provides manufacturing equipment, services, and software to the semiconductor, display, and related industries. It operates through three segments: Semiconductor Systems, Applied Global Services, and Display and Adjacent Markets. The Semiconductor Systems segment develops, manufactures, and sells various manufacturing equipment that is used to fabricate semiconductor chips…
Market cap
$308.8B
P/E
39.86
Div yield
0.3%
Revenue YoY
4.4%
Analyst target
$616
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
6
tracked 13F / N-PORT funds
Combined value
$4.1B
disclosed long exposure
Tier-1 conviction
2
concentrated holders
Net this quarter
+2
4 buying · 2 selling
Smart money is net accumulating AMAT: 4 funds added or opened versus 2 trimming.
APPLIED MATLS INC (AMAT) is held by 6 tracked funds worth $4.1B combined, 2 of them concentrated Tier-1 managers whose positions carry real conviction.
The highest-conviction holder is Philippe Laffont, who has committed 6.2% of their portfolio to it.
No tracked fund opened a new position this quarter; 4 added and 2 trimmed, a net add.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Trimmed | 6.2% | $1.8B | |
| Trimmed | 0.3% | $753M | |
| Added | 0.9% | $643M | |
| Added | 2.5% | $566M | |
| Added | 0.9% | $191M | |
| Added | 0.3% | $169M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own AMAT?
6 tracked funds hold APPLIED MATLS INC (AMAT), the largest being Philippe Laffont (Coatue Management) at 6.2% of its 13F portfolio. 2 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling AMAT?
In the most recent 13F quarter, 4 tracked funds added or opened AMAT and 2 trimmed it.
How much AMAT do tracked funds hold?
Combined disclosed long exposure to AMAT across tracked superinvestors is $4.1B as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.