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
≡ Lee Ainslie - Maverick Capital Sell 100.00% 4,458 0.02
≡ Glenn Greenberg - Brave Warrior Advisors Sell 100.00% 961 0.01
Q2  2024
≡ 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
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
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
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
≡ Christopher Davis - Davis Advisors Reduce 2.78% 198,493 0.17
≡ John Armitage - Egerton Capital Reduce 3.41% 92,953 0.14
Q1  2023
≡ Lee Ainslie - Maverick Capital Reduce 36.51% 287,207 0.91
≡ 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
≡ 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
≡ 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
≡ Christopher Davis - Davis Advisors Reduce 7.91% 636,567 0.37
≡ Lee Ainslie - Maverick Capital Reduce 27.95% 145,600 0.33
≡ William Von Mueffling - Cantillon Capital Management Reduce 0.29% 10,066 0.01
Q1  2022
≡ Lee Ainslie - Maverick Capital Reduce 36.27% 296,514 0.70
≡ Christopher Davis - Davis Advisors Reduce 4.15% 348,692 0.23
Q4  2021
≡ William Von Mueffling - Cantillon Capital Management Reduce 6.89% 252,732 0.26
≡ Christopher Davis - Davis Advisors Reduce 3.94% 344,188 0.25
Q3  2021
≡ Christopher Davis - Davis Advisors Reduce 2.90% 261,548 0.16
≡ 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
≡ 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
≡ 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
≡ Christopher Davis - Davis Advisors Reduce 0.38% 61,761 0.02
Q1  2020
≡ Harry Burn - Sound Shore Reduce 35.74% 227,950 1.12
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
Q2  2018
≡ David Tepper - Appaloosa Management Sell 100.00% 1,570,000 0.94
≡ Lee Ainslie - Maverick Capital Reduce 3.24% 6,000 0.00
Q1  2018
≡ Harry Burn - Sound Shore Reduce 13.88% 129,000 0.37
Q4  2017
≡ Harry Burn - Sound Shore Reduce 7.93% 80,050 0.20
≡ David Tepper - Appaloosa Management Sell 100.00% 250,000 0.19
Q3  2017
≡ Harry Burn - Sound Shore Reduce 6.50% 70,250 0.18
Q2  2017
≡ Harry Burn - Sound Shore Reduce 15.38% 196,250 0.41
Q1  2017
≡ Harry Burn - Sound Shore Reduce 21.68% 353,200 0.70
≡ Lee Ainslie - Maverick Capital Reduce 23.06% 23,360 0.01
Q4  2016
≡ Lee Ainslie - Maverick Capital Reduce 3.61% 3,790 0.00
Q3  2016
≡ Harry Burn - Sound Shore Reduce 16.03% 311,050 0.52
Q2  2016
≡ Harry Burn - Sound Shore Reduce 18.79% 449,100 0.60
Q1  2016
≡ Harry Burn - Sound Shore Reduce 25.22% 805,800 0.94
Q4  2015
≡ David Einhorn - Greenlight Capital Sell 100.00% 5,000,000 1.26
≡ Harry Burn - Sound Shore Reduce 8.73% 305,500 0.30
Q3  2015
≡ David Einhorn - Greenlight Capital Reduce 37.50% 3,000,000 0.76
Q4  2014
≡ Harry Burn - Sound Shore Reduce 5.23% 131,000 0.14
Q4  2013
≡ Harry Burn - Sound Shore Reduce 5.93% 158,100 0.13
Q3  2013
≡ Harry Burn - Sound Shore Reduce 8.17% 237,000 0.22
Q1  2013
≡ Harry Burn - Sound Shore Reduce 5.10% 122,000 0.10
Q4  2012
≡ Harry Burn - Sound Shore Reduce 24.08% 759,100 0.60
Q3  2012
≡ Harry Burn - Sound Shore Reduce 8.31% 285,700 0.22
Q1  2012
≡ Harry Burn - Sound Shore Reduce 8.19% 252,800 0.19
Q4  2011
≡ David Tepper - Appaloosa Management Sell 100.00% 4,144,385 3.08
≡ Harry Burn - Sound Shore Reduce 15.94% 585,200 0.40
Q3  2011
≡ David Tepper - Appaloosa Management Reduce 36.72% 2,404,700 1.79
≡ Harry Burn - Sound Shore Reduce 4.15% 159,100 0.11
Q2  2011
≡ David Tepper - Appaloosa Management Reduce 17.56% 1,395,000 0.45
Q1  2011
≡ David Tepper - Appaloosa Management Reduce 12.73% 1,158,641 0.46
≡ Harry Burn - Sound Shore Reduce 10.66% 385,600 0.31
Q4  2010
≡ Harry Burn - Sound Shore Reduce 15.43% 660,000 0.50
Q1  2009
≡ David Tepper - Appaloosa Management Sell 100.00% 502,500 1.35
Q3  2008
≡ David Tepper - Appaloosa Management Reduce 71.29% 1,247,500 3.30

* "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.