APPLIED MATERIALS INC

AMAT stock holders 13F

9 superinvestors reported owning AMAT (Common Stock) according to the gurus' 2022 Q2 reports.

Top 5 gurus who own (AMAT) APPLIED MATERIALS INC

The top 5 super investors (holders) owning AMAT (by the percentage (%) of portfolio) are Paul Lountzis - Lountzis Asset Management (7.02%), C.T. Fitzpatrick - Vulcan Value Partners (3.63%), John Armitage - Egerton Capital (3.01%), Christopher Davis - Clipper Fund (2.94%) and William Von Mueffling - Cantillon Capital Management (2.66%) as of their 2022 Q2 reports.

To check the latest activities of the top AMAT shareholders between value investors, please click on the "Activity" tab.

To see the historical data of AMAT's holders please click on the "2022 Q2" dropdown menu and select the date.

# of holders: 9
Period: 2022 Q2
Type: Common Stock
History
Name
Company
% of
Portfolio
Shares*
Price*
Value
% (shares)
Activity
% change to
Portfolio
C.T. Fitzpatrick
Vulcan Value Partners
3.63%
4,080,380
$90.98
$371,233,000
-14.19% (-674,631)
-0.60%
Chris Hohn
TCI Fund Management
0.55%
1,897,488
$90.98
$172,633,000
buy
+0.55%
Christopher Davis
Clipper Fund
2.94%
297,320
$90.98
$27,050,173
-1.22% (-3,680)
-0.04%
Harry Burn
Sound Shore Management
2.49%
748,332
$90.98
$68,083,000
buy
+2.49%
John Armitage
Egerton Capital
3.01%
4,907,042
$90.98
$446,443,000
+145.23% (+2,906,043)
+1.78%
Parnassus Investments
Parnassus Endeavor Fund
0.49%
244,608
$90.98
$22,254,435
-67.96% (-518,826)
-1.05%
Paul Lountzis
Lountzis Asset Management
7.02%
115,414
$90.98
$10,500,000
+4.47% (+4,933)
+0.30%
Robert Torray
Torray Fund
2.53%
84,166
$90.98
$7,657,422
+21.29% (+14,776)
+0.44%
William Von Mueffling
Cantillon Capital Management
2.66%
3,501,758
$90.98
$318,590,000
-0.29% (-10,066)
-0.01%
Current price: $197.50 117.08% AVG reported hold price*: $90.98

Completely sold out

History
Name
Company
Sold
Shares*
% change to
Portfolio
Jim Cullen
Cullen Value Fund
3,780
-2.15%

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.