APPLIED MATERIALS INC

AMAT stock holders 13F

8 superinvestors reported owning AMAT (Common Stock) according to the gurus' 2023 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 (8.44%), Christopher Davis - Clipper Fund (4.16%), John Armitage - Egerton Capital (3.92%), William Von Mueffling - Cantillon Capital Management (3.61%) and Jim Cullen - Cullen Value Fund (3.12%) as of their 2023 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 "2023 Q2" dropdown menu and select the date.

# of holders: 8
Period: 2023 Q2
Type: Common Stock
History
Name
Company
% of
Portfolio
Shares*
Price*
Value
% (shares)
Activity
% change to
Portfolio
C.T. Fitzpatrick
Vulcan Value Partners
1.79%
600,510
$144.58
$86,823,740
-46.77% (-527,676)
-1.57%
Christopher Davis
Clipper Fund
4.16%
278,450
$144.54
$40,247,163
Harry Burn
Sound Shore Management
2.09%
392,001
$144.54
$56,659,825
-31.10% (-176,970)
-0.94%
Jim Cullen
Cullen Value Fund
3.12%
4,800
$144.54
$693,792
John Armitage
Egerton Capital
3.92%
2,629,188
$144.54
$380,022,834
-3.41% (-92,953)
-0.14%
Parnassus Investments
Parnassus Endeavor Fund
0.69%
222,448
$144.54
$32,152,633
Paul Lountzis
Lountzis Asset Management
8.44%
107,829
$141.89
$15,300,000
-2.59% (-2,863)
-0.22%
William Von Mueffling
Cantillon Capital Management
3.61%
3,574,017
$144.54
$516,588,417
+6.38% (+214,238)
+0.22%
Current price: $205.14 42.25% AVG reported hold price*: $144.21

Completely sold out

History
Name
Company
Sold
Shares*
% change to
Portfolio
Chase Coleman III
Tiger Global Management
419,500
-0.43%

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.