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DOW: 475.01 -0.3%

Applied Materials, Inc.

AMAT Technology
$232.55 $-3.20 (-1.36%)
Market Cap: $185.26 B
Gurus Holding
14
Popularity Rank
#94
% of Shares Held
0.84%
Net Activity (2025 Q2)
-$48.67 M

Guru Ownership Over Time

Portfolio Manager % of portfolio Activity Shares Value Peroid
Chris Davis Chris Davis
4.85% Reduce -0.7% 4,957,593 $907.59 M 2025 Q2
Chase Coleman Chase Coleman
0.48% 895,200 $163.88 M 2025 Q2
Ken Fisher Ken Fisher
0.02% Reduce -31.3% 289,993 $53.09 M 2025 Q2
Joel Greenblatt Joel Greenblatt
0.18% Add 33.3% 165,338 $30.27 M 2025 Q2
Steven Cohen Steven Cohen
0.05% New Buy 128,000 $23.43 M 2025 Q2
Jeremy Grantham Jeremy Grantham
0.05% Add 27.3% 86,909 $15.91 M 2025 Q2
George Soros George Soros
0.19% Add 68.7% 83,513 $15.29 M 2025 Q2
Mario Gabelli Mario Gabelli
0.04% Add 43.0% 21,494 $3.93 M 2025 Q2
Jefferies Group Jefferies Group
0.03% Reduce -16.8% 16,525 $3.03 M 2025 Q2
Tom Gayner Tom Gayner
0.03% New Buy 16,500 $3.02 M 2025 Q2
Mairs and Power Mairs and Power
0.02% Add 53.5% 11,327 $2.07 M 2025 Q2
Scott Black Scott Black
1.54% Reduce -1.6% 8,121 $1.66 M 2025 Q3
Jeff Auxier Jeff Auxier
0.03% New Buy 1,283 $234,879 2025 Q2
Manning & Napier Group, LLC Manning & Napier Group, LLC
0.00% New Buy 151 $30,916 2025 Q3
Showing 1 to 14 of 14 entries

Key Holders

Top 5 by Value

Chris Davis Chris Davis
$907.59 M
Chase Coleman Chase Coleman
$163.88 M
Ken Fisher Ken Fisher
$53.09 M
Joel Greenblatt Joel Greenblatt
$30.27 M
Steven Cohen Steven Cohen
$23.43 M

Top 5 by Conviction

Chris Davis Chris Davis
4.85%
Scott Black Scott Black
1.54%
Chase Coleman Chase Coleman
0.48%
George Soros George Soros
0.19%
Joel Greenblatt Joel Greenblatt
0.18%

Recent Activity Breakdown(2025 Q2)

+$45.79 M
Total Buy Value
New Buys: 3
Additions: 5
-$94.46 M
Total Sell Value
Reductions: 4
Sold Out: 3

Guru Consensus (2025 Q2)

Based on recent guru activity
Net Sellers
7
Net Buyers
8