AMAT Stock Ownership Activity

APPLIED MATERIALS INC 13F holders

5 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 1 guru(s), the number of AMAT shares has been increased by 3, decreased by 1 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 4 gurus: Christopher Davis - Clipper Fund (added shares +28.66%), Parnassus Investments - Parnassus Endeavor Fund (added shares +15.18%), Phil Town - Rule One Fund (new buy) and Paul Lountzis - Lountzis Asset Management (added shares +12.72%).

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
2021 Q2 (4 results)
C.T. Fitzpatrick
Vulcan Value Partners
buy
+3,071,614
+2.37%
2.37%
Paul Lountzis
Lountzis Asset Management
-0.02%
-25
-0.00%
9.68%
William Von Mueffling
Cantillon Capital Management
-1.19%
-45,110
-0.04%
3.58%
Christopher Davis
Clipper Fund
-7.92%
-20,441
-0.30%
2.74%
Current price: $170.74 19.90% AVG reported price*: $142.40
2021 Q1 (4 results)
Paul Lountzis
Lountzis Asset Management
-0.54%
-610
-0.05%
9.92%
William Von Mueffling
Cantillon Capital Management
-2.92%
-113,787
-0.11%
3.67%
Christopher Davis
Clipper Fund
-14.05%
-51,062
-0.61%
3.57%
Harry Burn
Sound Shore Management
-100.00%
-713,942
-2.03%
0.00%
Current price: $170.74 27.80% AVG reported price*: $133.60
2020 Q4 (5 results)
Paul Lountzis
Lountzis Asset Management
buy
+112,160
+7.10%
7.10%
William Von Mueffling
Cantillon Capital Management
-0.89%
-35,059
-0.02%
2.52%
Christopher Davis
Clipper Fund
-1.10%
-4,240
-0.03%
3.03%
Harry Burn
Sound Shore Management
-43.62%
-552,460
-1.60%
0.00%
Seth Klarman
Baupost Group
-100.00%
-1,545,422
-1.27%
0.00%
Current price: $170.74 97.85% AVG reported price*: $86.30
2020 Q3 (3 results)
Seth Klarman
Baupost Group
buy
+1,545,422
+1.49%
0.00%
Harry Burn
Sound Shore Management
+14.26%
+178,577
+0.33%
2.66%
William Von Mueffling
Cantillon Capital Management
-1.10%
-43,488
-0.02%
1.95%
Current price: $170.74 187.20% AVG reported price*: $59.45
2020 Q2 (3 results)
William Von Mueffling
Cantillon Capital Management
+62.71%
+772,465
+0.80%
1.05%
Christopher Davis
Clipper Fund
-0.72%
-2,810
-0.02%
2.57%
Harry Burn
Sound Shore Management
-1.37%
-17,401
-0.03%
2.33%
Current price: $170.74 182.45% AVG reported price*: $60.45
2020 Q1 (3 results)
Christopher Davis
Clipper Fund
buy
+214,258
+2.26%
1.24%
William Von Mueffling
Cantillon Capital Management
buy
+2,439,237
+1.24%
1.24%
Harry Burn
Sound Shore Management
-31.64%
-587,647
-0.94%
2.03%
Current price: $170.74 272.63% AVG reported price*: $45.82
2019 Q4 (1 result)
Harry Burn
Sound Shore Management
-48.33%
-1,737,107
-2.48%
2.65%
Current price: $170.74 179.72% Reported price*: $61.04
2019 Q3 (1 result)
Harry Burn
Sound Shore Management
-4.34%
-162,933
-0.17%
3.73%
Current price: $170.74 242.16% Reported price*: $49.90
2019 Q2 (1 result)
Harry Burn
Sound Shore Management
+3.07%
+111,811
+0.10%
3.27%
Current price: $170.74 280.18% Reported price*: $44.91
2019 Q1 (1 result)
Harry Burn
Sound Shore Management
-2.70%
-69,887
-0.08%
1.92%
Current price: $170.74 330.51% Reported price*: $39.66
2018 Q4 (1 result)
Harry Burn
Sound Shore Management
+12.43%
+414,197
+0.28%
2.53%
Current price: $170.74 421.50% Reported price*: $32.74
2018 Q3 (2 results)
Harry Burn
Sound Shore Management
+19.74%
+310,414
+0.36%
1.24%
John Armitage
Egerton Capital
-100.00%
-2,373,671
-0.81%
0.00%
Current price: $170.74 341.76% AVG reported price*: $38.65
2018 Q2 (3 results)
Harry Burn
Sound Shore Management
+8.19%
+157,038
+0.16%
1.61%
John Armitage
Egerton Capital
-78.53%
-8,684,066
-3.07%
0.00%
David Tepper
Appaloosa Management
-100.00%
-1,146,100
-1.01%
0.00%
Current price: $170.74 269.65% AVG reported price*: $46.19
2018 Q1 (3 results)
David Tepper
Appaloosa Management
buy
+1,146,100
+0.91%
0.00%
Harry Burn
Sound Shore Management
-15.38%
-432,602
-0.42%
2.14%
John Armitage
Egerton Capital
-28.62%
-4,433,463
-2.01%
5.00%
Current price: $170.74 207.03% AVG reported price*: $55.61
2017 Q4 (3 results)
Harry Burn
Sound Shore Management
-2.10%
-65,074
-0.05%
2.37%
John Armitage
Egerton Capital
-8.44%
-1,428,728
-0.64%
6.93%
David Tepper
Appaloosa Management
-100.00%
-250,000
-0.13%
0.00%
Current price: $170.74 234.00% AVG reported price*: $51.12
2017 Q3 (3 results)
David Tepper
Appaloosa Management
buy
+250,000
+0.19%
0.00%
John Armitage
Egerton Capital
+23.19%
+2,420,595
+1.48%
5.99%
Harry Burn
Sound Shore Management
-8.23%
-218,642
-0.24%
2.07%
Current price: $170.74 227.78% AVG reported price*: $52.09
2017 Q2 (2 results)
John Armitage
Egerton Capital
+17.97%
+2,092,326
+0.87%
5.69%
Harry Burn
Sound Shore Management
-14.89%
-592,217
-0.40%
2.29%
Current price: $170.74 313.31% AVG reported price*: $41.31
2017 Q1 (2 results)
John Armitage
Egerton Capital
buy
+6,345,221
+4.90%
2.67%
Harry Burn
Sound Shore Management
-20.19%
-648,739
-0.65%
1.66%
Current price: $170.74 338.92% AVG reported price*: $38.90
2016 Q4 (1 result)
Harry Burn
Sound Shore Management
-2.21%
-112,724
-0.06%
2.77%
Current price: $170.74 429.10% Reported price*: $32.27
2016 Q3 (1 result)
Harry Burn
Sound Shore Management
-15.01%
-899,530
-0.48%
2.74%
Current price: $170.74 466.30% Reported price*: $30.15
2016 Q2 (1 result)
Harry Burn
Sound Shore Management
-17.47%
-1,268,844
-0.56%
2.63%
Current price: $170.74 612.31% Reported price*: $23.97
2016 Q1 (1 result)
Harry Burn
Sound Shore Management
-22.94%
-1,967,076
-0.83%
2.55%
Current price: $170.74 706.14% Reported price*: $21.18
49 of 159

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.