Steve Mandel's AMAT Position Overview
Steve Mandel (via Lone Pine Capital LLC) currently holds 1.21 M shares of Applied Materials, Inc. (AMAT) worth $873.19 M, representing 5.34% of the portfolio. First purchased in 2026-Q2, this recently established position has been held for 1 quarters.
Based on recent 13F filings, Steve Mandel has initiated a new position in AMAT, representing a fresh investment thesis on this company. Insufficient history to summarize additions or reductions.
Analysis based on 13F filings available since 2013 Q2
Steve Mandel's Applied Materials (AMAT) Holding Value Over Time
Track share changes against reported price movement
Quarterly Applied Materials (AMAT) Trades by Steve Mandel
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +1.21 M | New Buy | 1.21 M | $723.00 |
Steve Mandel's Applied Materials Investment FAQs
Steve Mandel first purchased Applied Materials, Inc. (AMAT) in Q2 2026, acquiring 1,207,737 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Steve Mandel has held Applied Materials, Inc. (AMAT) for 1 quarters since Q2 2026.
Steve Mandel's largest addition to Applied Materials, Inc. (AMAT) was in Q2 2026, adding 1,207,737 shares worth $873.19 M.
According to the latest 13F filing for Q2 2026, Steve Mandel's firm, Lone Pine Capital LLC, owns 1,207,737 shares of Applied Materials, Inc. (AMAT), valued at approximately $873.19 M.
As of the Q2 2026 filing, Applied Materials, Inc. (AMAT) represents approximately 5.34% of Steve Mandel's publicly disclosed stock portfolio, making it one of their key holdings.
Steve Mandel's peak holding in Applied Materials, Inc. (AMAT) was 1,207,737 shares, as reported at the end of Q2 2026.