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AMAT
Applied Materials Inc
10 super-investor ownerscombined $2.27Blargest position 3.5%
1 ADD1 TRIM
Cohort owners over time
2016Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Now: 3
Peak: 4
Owners (10) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Chase Coleman | 2.5% | 9q | $566M | 1,656,900 |
| 2 | William Von Mueffling | 3.5% | 25q | $520M | 1,521,843 |
| 3 | Joel Greenblatt | 0.3% | 38q | $441M | 1,290,552 |
| 4 | Christopher Davis | 1.9% | 40q | $409M | 1,197,102 |
| 5 | Lee Ainslie | 3.5% | 27q | $297M | 869,943 |
| 6 | David Katz | 1.8% | 4q | $20M | 58,533 |
| 7 | Thomas Gayner | 0.1% | 4q | $12M | 36,350 |
| 8 | Mairs & Power Funds | <0.1% | 37q | $4M | 11,327 |
| 9 | Bill Nygren | <0.1% | 8q | $752K | 2,200 |
| 10 | Glenn Greenberg | <0.1% | 3q | $328K | 961 |
Sort↑
- 1Chase Coleman2.5%$566M1,656,900 sh·9q held
- 2William Von Mueffling3.5%$520M1,521,843 sh·25q held
- 3Joel Greenblatt0.3%$441M1,290,552 sh·38q held
- 4Christopher Davis1.9%$409M1,197,102 sh·40q held
- 5Lee Ainslie3.5%$297M869,943 sh·27q held
- 6David Katz1.8%$20M58,533 sh·4q held
- 7Thomas Gayner0.1%$12M36,350 sh·4q held
- 8Mairs & Power Funds<0.1%$4M11,327 sh·37q held
- 9Bill Nygren<0.1%$752K2,200 sh·8q held
- 10Glenn Greenberg<0.1%$328K961 sh·3q held
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Chase Coleman | ADD | 2.5% | +85% | $566M | May 15, 2026 |
| William Von Mueffling | TRIM | 3.5% | -49% | $520M | May 7, 2026 |
Long US equity 13F-HR filings only. CUSIP 038222105. Not investment advice.