Applied Materials, Inc. (AMAT)
Applied Materials, Inc. (AMAT) is held by 5 master funds in 2026 Q2, with a combined value of about $2.47B.
The highest portfolio weights for Applied Materials, Inc. (AMAT) come from: William Von Mueffling-Cantillon Capital Management 5.45%, Stephen Mandel-Lone Pine Capital 5.34%, Chase Coleman III-Tiger Global Management 4.92%, John Armitage-Egerton Capital 3.64%, Jiang JinZhi-Greenwoods Asset Management Hong Kong Ltd. 0.08%.
Master Holdings
| William Von Mueffling | Cantillon Capital Management | 5.45% | 0.05 | $0.04B | 2020 Q1 | 2025 Q4 | 6.5 | -96.70% |
| Stephen Mandel | Lone Pine Capital | 5.34% | 1.21 | $0.87B | 2026 Q2 | 2026 Q2 | 0.25 | - |
| Chase Coleman III | Tiger Global Management | 4.92% | 1.63 | $1.18B | 2023 Q1 | 2026 Q1 | 2.25 | -1.49% |
| John Armitage | Egerton Capital | 3.64% | 0.52 | $0.38B | 2017 Q1 | 2026 Q2 | 0.25 | - |
| Jiang JinZhi | Greenwoods Asset Management Hong Kong Ltd. | 0.08% | 0.00 | $0.00B | 2026 Q2 | 2026 Q2 | 0.25 | - |
Exited Funds
| Master | Fund | Exited Shares (M) | First Owned | Latest Buy | Holding Years |
|---|---|---|---|---|---|
| No exited funds in this report period | |||||
Consensus Trend
Total Shares Held by Masters
Tracks combined shares held by all master funds in each report period.
Master Consensus Changes
Buy includes new positions and increases; sell includes reductions and exits.