AMAT Stock Ownership Activity

APPLIED MATERIALS INC 13F holders

9 value investing gurus have made changes to the APPLIED MATERIALS INC (AMAT) position according to the gurus' latest SEC quarterly report(s). AMAT has been bought (as a new position) by 2, completely sold out by 3 guru(s), the number of AMAT shares has been decreased by 4 super investor(s).

Which gurus or hedge funds are buying AMAT now?

According to the latest SEC filing(s) APPLIED MATERIALS INC (AMAT) has been bought by 2 gurus: James Crichton - Hitchwood Capital Management (new buy) and Bill Gates - Bill & Melinda Gates Foundation Trust (new buy).

To see more about who is investing in APPLIED MATERIALS INC (AMAT), please go to the AMAT ownership page.

History
Name
Company
%
Activity
Share
Change
% change to
Portfolio
% of
Portfolio
2023 Q3 (7 results)
Bill Gates
Bill & Melinda Gates Foundation Trust
buy
+22,800
+0.01%
0.01%
William Von Mueffling
Cantillon Capital Management
-0.39%
-13,921
-0.01%
3.66%
Harry Burn
Sound Shore Management
-0.46%
-1,804
-0.01%
2.07%
Christopher Davis
Clipper Fund
-0.96%
-2,660
-0.04%
4.00%
C.T. Fitzpatrick
Vulcan Value Partners
-56.25%
-553,736
-1.17%
0.91%
John Armitage
Egerton Capital
-100.00%
-2,629,188
-4.41%
0.00%
Parnassus Investments
Parnassus Endeavor Fund
-100.00%
-222,448
-0.71%
0.00%
Current price: $149.78 8.17% AVG reported price*: $138.46
2023 Q2 (6 results)
William Von Mueffling
Cantillon Capital Management
+6.38%
+214,238
+0.22%
3.61%
Paul Lountzis
Lountzis Asset Management
-2.59%
-2,863
-0.22%
8.44%
John Armitage
Egerton Capital
-3.41%
-92,953
-0.14%
0.00%
Harry Burn
Sound Shore Management
-31.10%
-176,970
-0.94%
2.09%
C.T. Fitzpatrick
Vulcan Value Partners
-46.77%
-865,043
-1.57%
1.79%
Chase Coleman III
Tiger Global Management
-100.00%
-419,500
-0.43%
0.00%
Current price: $149.78 4.00% AVG reported price*: $144.02
2023 Q1 (8 results)
Chase Coleman III
Tiger Global Management
buy
+419,500
+0.47%
0.00%
James Crichton
Hitchwood Capital Management
buy
+70,000
+4.68%
4.68%
John Armitage
Egerton Capital
+10.21%
+252,285
+0.33%
3.61%
Paul Lountzis
Lountzis Asset Management
+0.52%
+575
+0.04%
8.05%
Christopher Davis
Clipper Fund
-0.62%
-1,750
-0.02%
3.81%
William Von Mueffling
Cantillon Capital Management
-1.68%
-57,491
-0.06%
3.36%
Harry Burn
Sound Shore Management
-4.36%
-25,966
-0.12%
2.63%
C.T. Fitzpatrick
Vulcan Value Partners
-15.28%
-333,627
-0.52%
2.87%
Current price: $149.78 21.95% AVG reported price*: $122.83
2022 Q4 (8 results)
Parnassus Investments
Parnassus Endeavor Fund
buy
+222,448
+0.47%
0.47%
Jim Cullen
Cullen Value Fund
+27.66%
+1,040
+0.43%
1.97%
William Von Mueffling
Cantillon Capital Management
-1.54%
-53,313
-0.04%
2.82%
Christopher Davis
Clipper Fund
-2.44%
-7,020
-0.08%
3.12%
Paul Lountzis
Lountzis Asset Management
-3.98%
-4,560
-0.32%
7.78%
Harry Burn
Sound Shore Management
-4.44%
-27,636
-0.10%
2.18%
C.T. Fitzpatrick
Vulcan Value Partners
-43.22%
-1,661,563
-2.17%
2.85%
John Armitage
Egerton Capital
-57.88%
-3,393,546
-2.84%
2.07%
Current price: $149.78 49.91% AVG reported price*: $99.91
2022 Q3 (10 results)
Jim Cullen
Cullen Value Fund
buy
+3,760
+1.48%
1.48%
John Armitage
Egerton Capital
+19.49%
+956,360
+0.61%
3.73%
Paul Lountzis
Lountzis Asset Management
-0.64%
-737
-0.04%
6.38%
William Von Mueffling
Cantillon Capital Management
-0.89%
-31,175
-0.02%
2.58%
Christopher Davis
Clipper Fund
-3.40%
-10,100
-0.10%
2.90%
C.T. Fitzpatrick
Vulcan Value Partners
-5.78%
-235,704
-0.23%
3.69%
Harry Burn
Sound Shore Management
-16.81%
-125,759
-0.42%
2.06%
Parnassus Investments
Parnassus Endeavor Fund
-100.00%
-244,608
-0.54%
0.00%
Chris Hohn
TCI Fund Management
-100.00%
-1,897,488
-0.60%
0.00%
Robert Torray
Torray Fund
-100.00%
-84,166
-2.69%
0.00%
Current price: $149.78 82.82% AVG reported price*: $81.93
2022 Q2 (10 results)
Chris Hohn
TCI Fund Management
buy
+1,897,488
+0.55%
0.00%
Harry Burn
Sound Shore Management
buy
+748,332
+2.49%
2.49%
John Armitage
Egerton Capital
+145.23%
+2,906,043
+1.78%
3.01%
Robert Torray
Torray Fund
+21.29%
+14,776
+0.44%
0.00%
Paul Lountzis
Lountzis Asset Management
+4.47%
+4,933
+0.30%
7.02%
William Von Mueffling
Cantillon Capital Management
-0.29%
-10,066
-0.01%
2.66%
Christopher Davis
Clipper Fund
-1.22%
-3,680
-0.04%
2.94%
C.T. Fitzpatrick
Vulcan Value Partners
-14.19%
-674,631
-0.60%
3.63%
Parnassus Investments
Parnassus Endeavor Fund
-67.96%
-518,826
-1.05%
0.00%
Jim Cullen
Cullen Value Fund
-100.00%
-3,780
-2.15%
0.00%
Current price: $149.78 64.63% AVG reported price*: $90.98
49 of 141

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.