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12 tracked superinvestors reported holding AMAT in Q2 2026, worth $3.01B in aggregate - 1 of them opened the position this quarter.
Reported Holders
12
Combined Value
$3.01B
Buying : Selling
1 : 2
| Superinvestor | % of Portfolio | Value | Shares | Change |
|---|---|---|---|---|
Abrams Bison Investments filed 2026-08-14 | 19.48% | $399.10M | 552.00K | −21.59% |
William Von Mueffling Cantillon Capital · filed 2026-07-29 | 5.45% | $36.28M | 50.18K | First tracked quarter |
Stephen Mandel Lone Pine Capital · filed 2026-08-14 | 5.34% | $873.19M | 1.21M | New |
Chase Coleman Tiger Global · filed 2026-08-14 | 4.92% | $1.18B | 1.63M | −1.49% |
John Armitage Egerton Capital · filed 2026-07-21 | 3.64% | $376.73M | 521.07K | First tracked quarter |
David Katz Matrix Asset Advisors · filed 2026-07-15 | 2.82% | $34.74M | 48.04K | First tracked quarter |
Christopher Davis Davis Advisors · filed 2026-08-11 | 0.32% | $74.07M | 102.52K | First tracked quarter |
Thomas Gayner Markel Group · filed 2026-07-31 | 0.20% | $26.28M | 36.35K | First tracked quarter |
Mairs & Power Funds filed 2026-08-14 | 0.07% | $7.96M | 11.01K | First tracked quarter |
Lee Ainslie Maverick Capital · filed 2026-08-14 | 0.02% | $1.78M | 2.47K | First tracked quarter |
Glenn Greenberg Brave Warrior Advisors · filed 2026-08-14 | 0.02% | $694.80K | 961.00 | Unchanged |
Bill Nygren Oakmark Funds · filed 2026-08-14 | 0.00% | $1.41M | 1.95K | First tracked quarter |