AMAT Stock Ownership Activity

APPLIED MATERIALS INC 13F holders

8 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, completely sold out by 2 guru(s), the number of AMAT shares has been increased by 1, 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 Paul Lountzis - Lountzis Asset Management (added shares +0.19%).

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
2022 Q2 (10 results)
C.T. Fitzpatrick
Vulcan Value Partners
-14.19%
-674,631
-0.60%
3.63%
Robert Torray
Torray Fund
+21.29%
+14,776
+0.44%
0.00%
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%
Parnassus Investments
Parnassus Endeavor Fund
-67.96%
-518,826
-1.05%
0.00%
Paul Lountzis
Lountzis Asset Management
+4.47%
+4,242
+0.30%
6.04%
John Armitage
Egerton Capital
+145.23%
+2,906,043
+1.78%
3.01%
Jim Cullen
Cullen Value Fund
-100.00%
-3,723
-2.15%
0.00%
Christopher Davis
Clipper Fund
-1.22%
-3,680
-0.04%
2.94%
William Von Mueffling
Cantillon Capital Management
-0.29%
-10,066
-0.01%
2.66%
Current price: $197.16 116.71% AVG reported price*: $90.98
2022 Q1 (7 results)
C.T. Fitzpatrick
Vulcan Value Partners
-6.45%
-245,817
-0.27%
2.88%
Paul Lountzis
Lountzis Asset Management
-0.02%
-18
-0.00%
8.08%
James Crichton
Hitchwood Capital Management
-100.00%
-184,450
-5.40%
0.00%
John Armitage
Egerton Capital
buy
+1,020,509
+1.39%
0.71%
Jim Cullen
Cullen Value Fund
buy
+3,723
+1.82%
0.00%
Christopher Davis
Clipper Fund
-0.57%
-1,384
-0.02%
2.87%
William Von Mueffling
Cantillon Capital Management
+2.80%
+95,630
+0.09%
3.30%
Current price: $197.16 49.59% AVG reported price*: $131.80
2021 Q4 (6 results)
C.T. Fitzpatrick
Vulcan Value Partners
-16.22%
-930,243
-0.79%
3.86%
Robert Torray
Torray Fund
buy
+69,390
+2.89%
2.89%
Parnassus Investments
Parnassus Endeavor Fund
-96.97%
-21,504,379
-71.02%
1.95%
Paul Lountzis
Lountzis Asset Management
-0.02%
-20
-0.00%
9.94%
James Crichton
Hitchwood Capital Management
buy
+184,450
+2.28%
0.00%
William Von Mueffling
Cantillon Capital Management
-6.89%
-252,732
-0.26%
3.55%
Current price: $197.16 25.29% AVG reported price*: $157.36
2021 Q3 (4 results)
C.T. Fitzpatrick
Vulcan Value Partners
+97.52%
+2,456,341
+2.07%
3.44%
Paul Lountzis
Lountzis Asset Management
-0.90%
-1,006
-0.08%
8.86%
James Crichton
Hitchwood Capital Management
-100.00%
-450,000
-2.24%
0.00%
William Von Mueffling
Cantillon Capital Management
-1.68%
-62,502
-0.05%
3.22%
Current price: $197.16 53.16% AVG reported price*: $128.73
2021 Q2 (5 results)
C.T. Fitzpatrick
Vulcan Value Partners
buy
+3,071,614
+2.37%
2.37%
Parnassus Investments
Parnassus Endeavor Fund
-51.31%
-26,551,568
-2.31%
2.19%
Paul Lountzis
Lountzis Asset Management
-0.02%
-25
-0.00%
9.68%
Christopher Davis
Clipper Fund
-7.92%
-20,441
-0.30%
2.74%
William Von Mueffling
Cantillon Capital Management
-1.19%
-45,110
-0.04%
3.58%
Current price: $197.16 71.77% AVG reported price*: $114.78
2021 Q1 (6 results)
Harry Burn
Sound Shore Management
-100.00%
-713,942
-2.03%
0.00%
Parnassus Investments
Parnassus Endeavor Fund
-56.62%
-39,514,296
-6.62%
2.97%
Paul Lountzis
Lountzis Asset Management
-0.54%
-610
-0.05%
9.92%
James Crichton
Hitchwood Capital Management
buy
+450,000
+2.14%
2.14%
Christopher Davis
Clipper Fund
-14.05%
-51,062
-0.61%
3.57%
William Von Mueffling
Cantillon Capital Management
-2.92%
-113,787
-0.11%
3.67%
Current price: $197.16 83.10% AVG reported price*: $107.68
2020 Q4 (6 results)
Harry Burn
Sound Shore Management
-43.62%
-552,460
-1.60%
0.00%
Parnassus Investments
Parnassus Endeavor Fund
-13.53%
-18,674,038
-1.45%
9.25%
Paul Lountzis
Lountzis Asset Management
buy
+112,160
+7.10%
7.10%
Christopher Davis
Clipper Fund
-1.10%
-4,240
-0.03%
3.03%
William Von Mueffling
Cantillon Capital Management
-0.89%
-35,059
-0.02%
2.52%
Seth Klarman
Baupost Group
-100.00%
-1,545,422
-1.27%
0.00%
Current price: $197.16 183.50% AVG reported price*: $69.55
2020 Q3 (4 results)
Harry Burn
Sound Shore Management
+14.26%
+178,577
+0.33%
2.66%
Parnassus Investments
Parnassus Endeavor Fund
-29.22%
-56,953,640
-3.57%
8.64%
William Von Mueffling
Cantillon Capital Management
-1.10%
-43,488
-0.02%
1.95%
Seth Klarman
Baupost Group
buy
+1,545,422
+1.49%
0.00%
Current price: $197.16 337.95% AVG reported price*: $45.02
48 of 148

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.