Applied Materials (AMAT)

Sector:Information Technology
Super Investor Stats:
Ownership count:4
Ownership rank:127
% of all portfolios:0.137%
Hold Price * :$202.05
History Portfolio Manager Activity Share change % change to portfolio ▼
Q3  2024
≡ William Von Mueffling - Cantillon Capital Management Reduce 2.90% 93,972 0.12
≡ Christopher Davis - Davis Advisors Reduce 1.75% 73,157 0.08
≡ Torray Funds Add 2.35% 1,200 0.03
≡ Lee Ainslie - Maverick Capital Sell 100.00% 4,458 0.02
≡ Glenn Greenberg - Brave Warrior Advisors Sell 100.00% 961 0.01
Q2  2024
≡ Chase Coleman - Tiger Global Management Buy 895,200 0.98
≡ Christopher Davis - Davis Advisors Reduce 10.19% 474,933 0.64
≡ Torray Funds Reduce 13.60% 8,041 0.28
≡ William Von Mueffling - Cantillon Capital Management Reduce 4.84% 164,780 0.26
≡ Lee Ainslie - Maverick Capital Buy 4,458 0.02
≡ Glenn Greenberg - Brave Warrior Advisors Buy 961 0.01
Q1  2024
≡ Harry Burn - Sound Shore Sell 100.00% 380,535 2.14
≡ Christopher Davis - Davis Advisors Reduce 21.50% 1,276,388 1.48
≡ Torray Funds Reduce 22.31% 16,975 0.53
≡ William Von Mueffling - Cantillon Capital Management Reduce 1.98% 68,901 0.09
≡ Lee Ainslie - Maverick Capital Sell 100.00% 2,475 0.01
Q4  2023
≡ Christopher Davis - Davis Advisors Reduce 12.81% 872,578 0.80
≡ William Von Mueffling - Cantillon Capital Management Reduce 2.36% 83,845 0.09
≡ Harry Burn - Sound Shore Reduce 2.48% 9,662 0.05
≡ Bill & Melinda Gates Foundation Trust Sell 100.00% 22,800 0.01
≡ Lee Ainslie - Maverick Capital Buy 2,475 0.01
≡ Torray Funds Add 0.11% 86 0.00
Q3  2023
≡ John Armitage - Egerton Capital Sell 100.00% 2,629,188 3.92
≡ Lee Ainslie - Maverick Capital Sell 100.00% 271,986 0.84
≡ Christopher Davis - Davis Advisors Reduce 1.95% 135,203 0.12
≡ William Von Mueffling - Cantillon Capital Management Reduce 0.39% 13,921 0.01
≡ Harry Burn - Sound Shore Reduce 0.46% 1,804 0.01
≡ Bill & Melinda Gates Foundation Trust Buy 22,800 0.01
Q2  2023
≡ Harry Burn - Sound Shore Reduce 31.10% 176,970 0.94
≡ Lee Ainslie - Maverick Capital Reduce 45.55% 227,496 0.70
≡ Chase Coleman - Tiger Global Management Sell 100.00% 419,500 0.47
≡ William Von Mueffling - Cantillon Capital Management Add 6.38% 214,238 0.22
≡ Christopher Davis - Davis Advisors Reduce 2.78% 198,493 0.17
≡ John Armitage - Egerton Capital Reduce 3.41% 92,953 0.14
Q1  2023
≡ Harry Burn - Sound Shore Add 190.93% 373,401 1.73
≡ Lee Ainslie - Maverick Capital Reduce 36.51% 287,207 0.91
≡ Chase Coleman - Tiger Global Management Buy 419,500 0.47
≡ John Armitage - Egerton Capital Add 10.21% 252,285 0.33
≡ Christopher Davis - Davis Advisors Reduce 1.59% 115,725 0.09
≡ William Von Mueffling - Cantillon Capital Management Reduce 1.68% 57,491 0.06
Q4  2022
≡ John Armitage - Egerton Capital Reduce 57.88% 3,393,546 2.84
≡ Torray Funds Buy 76,014 1.33
≡ Lee Ainslie - Maverick Capital Add 158.19% 481,997 1.15
≡ Harry Burn - Sound Shore Reduce 9.49% 20,515 0.23
≡ Christopher Davis - Davis Advisors Reduce 1.34% 98,452 0.07
≡ William Von Mueffling - Cantillon Capital Management Reduce 1.54% 53,313 0.04
Q3  2022
≡ Torray Funds Sell 100.00% 84,846 1.48
≡ John Armitage - Egerton Capital Add 19.49% 956,360 0.61
≡ Chris Hohn - TCI Fund Management Sell 100.00% 1,897,488 0.55
≡ Harry Burn - Sound Shore Reduce 17.95% 47,260 0.45
≡ Lee Ainslie - Maverick Capital Reduce 18.84% 70,724 0.13
≡ Christopher Davis - Davis Advisors Reduce 0.78% 57,688 0.03
≡ William Von Mueffling - Cantillon Capital Management Reduce 0.89% 31,175 0.02
Q2  2022
≡ Harry Burn - Sound Shore Buy 263,345 2.48
≡ John Armitage - Egerton Capital Add 145.23% 2,906,043 1.78
≡ Chris Hohn - TCI Fund Management Buy 1,897,488 0.55
≡ Christopher Davis - Davis Advisors Reduce 7.91% 636,567 0.37
≡ Lee Ainslie - Maverick Capital Reduce 27.95% 145,600 0.33
≡ Torray Funds Add 21.32% 14,910 0.26
≡ William Von Mueffling - Cantillon Capital Management Reduce 0.29% 10,066 0.01
Q1  2022
≡ John Armitage - Egerton Capital Buy 2,000,999 1.39
≡ Lee Ainslie - Maverick Capital Reduce 36.27% 296,514 0.70
≡ Christopher Davis - Davis Advisors Reduce 4.15% 348,692 0.23
≡ William Von Mueffling - Cantillon Capital Management Add 2.80% 95,630 0.09
Q4  2021
≡ Torray Funds Buy 69,936 1.63
≡ William Von Mueffling - Cantillon Capital Management Reduce 6.89% 252,732 0.26
≡ Christopher Davis - Davis Advisors Reduce 3.94% 344,188 0.25
≡ Lee Ainslie - Maverick Capital Add 2.18% 17,409 0.03
Q3  2021
≡ Christopher Davis - Davis Advisors Reduce 2.90% 261,548 0.16
≡ Lee Ainslie - Maverick Capital Add 9.98% 72,576 0.10
≡ William Von Mueffling - Cantillon Capital Management Reduce 1.68% 62,502 0.05
Q2  2021
≡ Lee Ainslie - Maverick Capital Reduce 47.92% 669,337 0.90
≡ Christopher Davis - Davis Advisors Reduce 7.78% 759,651 0.44
≡ William Von Mueffling - Cantillon Capital Management Reduce 1.19% 45,110 0.04
Q1  2021
≡ Christopher Davis - Davis Advisors Reduce 33.62% 4,946,492 2.89
≡ Lee Ainslie - Maverick Capital Reduce 55.16% 1,718,448 2.15
≡ Harry Burn - Sound Shore Sell 100.00% 255,500 1.96
≡ William Von Mueffling - Cantillon Capital Management Reduce 2.92% 113,787 0.11
Q4  2020
≡ Lee Ainslie - Maverick Capital Add 248.46% 2,221,298 3.07
≡ Harry Burn - Sound Shore Reduce 44.21% 202,450 1.55
≡ Seth Klarman - Baupost Group Sell 100.00% 2,306,601 1.49
≡ Christopher Davis - Davis Advisors Reduce 6.28% 986,126 0.41
≡ William Von Mueffling - Cantillon Capital Management Reduce 0.89% 35,059 0.02
Q3  2020
≡ Seth Klarman - Baupost Group Buy 2,306,601 1.49
≡ Lee Ainslie - Maverick Capital Add 19497.37% 889,470 0.98
≡ Harry Burn - Sound Shore Add 11.75% 48,150 0.28
≡ Christopher Davis - Davis Advisors Reduce 3.57% 581,631 0.19
≡ William Von Mueffling - Cantillon Capital Management Reduce 1.10% 43,488 0.02
Q2  2020
≡ William Von Mueffling - Cantillon Capital Management Add 62.71% 1,529,635 0.80
≡ Christopher Davis - Davis Advisors Reduce 0.38% 61,761 0.02
≡ Lee Ainslie - Maverick Capital Buy 4,562 0.01
Q1  2020
≡ William Von Mueffling - Cantillon Capital Management Buy 2,439,237 1.24
≡ Harry Burn - Sound Shore Reduce 35.74% 227,950 1.12
≡ Christopher Davis - Davis Advisors Add 8.37% 1,262,742 0.39
Q4  2019
≡ Harry Burn - Sound Shore Reduce 43.71% 495,300 2.05
Q3  2019
≡ Harry Burn - Sound Shore Reduce 5.38% 64,450 0.21
Q2  2019
≡ Harry Burn - Sound Shore Reduce 3.22% 39,850 0.11
Q1  2019
≡ Lee Ainslie - Maverick Capital Sell 100.00% 2,682,479 1.29
Q4  2018
≡ Lee Ainslie - Maverick Capital Add 57.61% 980,482 0.47
≡ Harry Burn - Sound Shore Add 13.06% 142,900 0.29

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.