AM
APPLIED MATLS INC
AMATOwnership as of Q2 2026
Funds owning
10
Combined value
2.2B
Avg portfolio %
1.8%
Buys / Sells this quarter
−2 sells
Q2-2026
| Investor | Weight | Q/Q change | Value |
|---|---|---|---|
EC Egerton Capital | Trial 3.64% | ↘Reduced 80.18% | 521.1K shares · $723.00 $376.7M |
MC Maverick Capital – Lee Ainslieas of Q1-2026 | Trial 3.46% | ↗Added 53.80% | 869.9K shares · $341.79 $297.3M |
CC Cantillon Capital Management – William von Muefflingas of Q1-2026 | Trial 3.46% | ↗Added 2.35% | 1.5M shares · $341.79 $520.2M |
MA Matrix Asset Advisors – David Katz | Trial 2.82% | ↘Reduced 17.92% | 48.0K shares · $723.00 $34.7M |
TG Tiger Global Management – Chase Colemanas of Q1-2026 | Trial 2.48% | ↗Added 270.17% | 1.7M shares · $341.79 $566.3M |
DS Davis Selected Advisersas of Q1-2026 | Trial 1.88% | ↘Reduced 43.01% | 1.2M shares · $341.80 $409.2M |
MG Markel Group – Tom Gayneras of Q1-2026 | Trial 0.10% | ↗Added 113.20% | 36.4K shares · $341.79 $12.4M |
M& Mairs & Poweras of Q1-2026 | Trial 0.04% | ↗Added 100.02% | 11.3K shares · $341.79 $3.9M |
BW Brave Warrior Advisors – Glenn Greenbergas of Q1-2026 | Trial 0.01% | ↗Added 100.21% | 961 shares · $341.79 $328,460 |
HA Harris Associatesas of Q1-2026 | Trial 0.00% | ↗Added 100.00% | 2.2K shares · $341.79 $751,938 |
| 10 funds | $2.2B |