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)
William Von Mueffling
Cantillon Capital Management
-0.29%
-10,066
-0.01%
2.66%
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%
Parnassus Investments
Parnassus Endeavor Fund
-67.96%
-518,826
-1.05%
0.00%
John Armitage
Egerton Capital
+145.23%
+2,906,043
+1.78%
3.01%
Jim Cullen
Cullen Value Fund
-100.00%
-3,780
-2.15%
0.00%
Harry Burn
Sound Shore Management
buy
+748,332
+2.49%
2.49%
Christopher Davis
Clipper Fund
-1.22%
-3,680
-0.04%
2.94%
Chris Hohn
TCI Fund Management
buy
+1,897,488
+0.55%
0.00%
C.T. Fitzpatrick
Vulcan Value Partners
-14.19%
-674,631
-0.60%
3.63%
Current price: $204.09 124.33% AVG reported price*: $90.98
2022 Q1 (7 results)
William Von Mueffling
Cantillon Capital Management
+2.80%
+95,630
+0.09%
3.30%
Paul Lountzis
Lountzis Asset Management
-0.02%
-18
-0.00%
8.08%
John Armitage
Egerton Capital
buy
+2,000,999
+1.39%
1.39%
Jim Cullen
Cullen Value Fund
buy
+3,780
+1.82%
0.00%
James Crichton
Hitchwood Capital Management
-100.00%
-310,000
-5.40%
0.00%
Christopher Davis
Clipper Fund
-0.57%
-1,720
-0.02%
3.56%
C.T. Fitzpatrick
Vulcan Value Partners
-6.45%
-327,757
-0.27%
3.85%
Current price: $204.09 54.85% AVG reported price*: $131.80
2021 Q4 (6 results)
William Von Mueffling
Cantillon Capital Management
-6.89%
-252,732
-0.26%
3.55%
Robert Torray
Torray Fund
buy
+69,390
+2.89%
2.89%
Paul Lountzis
Lountzis Asset Management
-0.02%
-20
-0.00%
9.94%
Parnassus Investments
Parnassus Endeavor Fund
-96.97%
-24,436,795
-71.02%
2.22%
James Crichton
Hitchwood Capital Management
buy
+310,000
+2.28%
0.00%
C.T. Fitzpatrick
Vulcan Value Partners
-16.22%
-984,385
-0.79%
4.09%
Current price: $204.09 29.70% AVG reported price*: $157.36
2021 Q3 (4 results)
William Von Mueffling
Cantillon Capital Management
-1.68%
-62,502
-0.05%
3.22%
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%
C.T. Fitzpatrick
Vulcan Value Partners
+97.52%
+2,995,539
+2.07%
4.20%
Current price: $204.09 58.54% AVG reported price*: $128.73
2021 Q2 (5 results)
William Von Mueffling
Cantillon Capital Management
-1.19%
-45,110
-0.04%
3.58%
Paul Lountzis
Lountzis Asset Management
-0.02%
-25
-0.00%
9.68%
Parnassus Investments
Parnassus Endeavor Fund
-51.31%
-26,551,568
-2.31%
2.19%
Christopher Davis
Clipper Fund
-7.92%
-26,040
-0.30%
3.49%
C.T. Fitzpatrick
Vulcan Value Partners
buy
+3,071,614
+2.37%
2.37%
Current price: $204.09 77.81% AVG reported price*: $114.78
2021 Q1 (6 results)
William Von Mueffling
Cantillon Capital Management
-2.92%
-113,787
-0.11%
3.67%
Paul Lountzis
Lountzis Asset Management
-0.54%
-610
-0.05%
9.92%
Parnassus Investments
Parnassus Endeavor Fund
-56.62%
-67,545,806
-6.62%
5.07%
James Crichton
Hitchwood Capital Management
buy
+450,000
+2.14%
2.14%
Harry Burn
Sound Shore Management
-100.00%
-806,715
-2.03%
0.00%
Christopher Davis
Clipper Fund
-14.05%
-53,750
-0.61%
3.76%
Current price: $204.09 89.54% AVG reported price*: $107.68
2020 Q4 (6 results)
William Von Mueffling
Cantillon Capital Management
-0.89%
-35,059
-0.02%
2.52%
Seth Klarman
Baupost Group
-100.00%
-2,306,601
-1.27%
0.00%
Paul Lountzis
Lountzis Asset Management
buy
+112,160
+7.10%
7.10%
Parnassus Investments
Parnassus Endeavor Fund
-13.53%
-18,674,038
-1.45%
9.25%
Harry Burn
Sound Shore Management
-43.62%
-624,249
-1.60%
0.00%
Christopher Davis
Clipper Fund
-1.10%
-4,240
-0.03%
3.03%
Current price: $204.09 193.46% AVG reported price*: $69.55
2020 Q3 (4 results)
William Von Mueffling
Cantillon Capital Management
-1.10%
-43,488
-0.02%
1.95%
Seth Klarman
Baupost Group
buy
+2,306,601
+1.49%
0.00%
Parnassus Investments
Parnassus Endeavor Fund
-29.22%
-56,953,640
-3.57%
8.64%
Harry Burn
Sound Shore Management
+14.26%
+178,577
+0.33%
2.66%
Current price: $204.09 353.35% 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.