Technology · owned by 4 fund managers
Who owns Applied Materials (AMAT)?
4 of the 22 fund managers we track hold Applied Materials, worth $2.1B combined as of Q2 2026. Stephen Mandel has the biggest bet at 5.3% of the portfolio.
Ownership summary
Fund manager owners
4 / 22
1 opened new positions
Combined value
$2.1B
At quarter-end prices
Biggest weight
5.3%
Stephen Mandel
Buyers / sellers
1 / 2
Changes in Q2 2026
Smart money take
Why it matters
When several investors with very different styles own the same company, it’s often worth a closer look. Applied Materials appears in 4 of our 22 portfolios.
- Largest holder: Stephen Mandel (5.3% of portfolio)
- 1 manager bought or added this quarter
- 2 managers trimmed or sold out
- 10 congressional trades disclosed recently (7 buys, 3 sells)
- Company insiders in Q3 2026: no open-market buys, sold $60M
This is not a recommendation. Do your own research.
Fund managers who own AMAT
SEC 13F · Q2 2026| Investor | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| Stephen Mandel Lone Pine Capital | 5.34% | New | 1,207,737 | $873M |
| Chase Coleman Tiger Global Management | 4.92% | Trimmed | 1,632,210 | $1.2B |
| Thomas Gayner Markel Group | 0.20% | Hold | 36,350 | $26M |
| Bill Nygren Oakmark Funds (Harris Associates) | 0.00% | Trimmed | 1,945 | $1M |
Congressional trades in AMATAll politician trades
| Member | Type | Amount | Traded | Disclosed |
|---|---|---|---|---|
| D Josh Gottheimer House · NJ | Sell | $1,001 – $15,000 | 15 Sep 2026 | 7 Oct 2026 |
| D Josh Gottheimer House · NJ | Buy | $1,001 – $15,000 | 6 Aug 2026 | 14 Sep 2026 |
| D Jared Moskowitz House · FL | Buy | $1,001 – $15,000 | 13 Jul 2026 | 27 Aug 2026 |
| R John J. McGuire III House · VA | Buy | $1,001 – $15,000 | 15 Jul 2026 | 10 Aug 2026 |
| R Tommy Tuberville Senate · AL | Sell | $1,001 – $15,000 | 8 Mar 2024 | 5 Aug 2026 |
| D Jared Moskowitz House · FL | Buy | $1,001 – $15,000 | 18 Jun 2026 | 26 Jul 2026 |
| D Jared Moskowitz House · FL | Buy | $1,001 – $15,000 | 18 Jun 2026 | 26 Jul 2026 |
| D Jared Moskowitz House · FL | Buy | $1,001 – $15,000 | 18 Jun 2026 | 26 Jul 2026 |
| R Alan Armstrong Senate · OK | Buy | $15,001 – $50,000 | 27 Mar 2026 | 21 Jul 2026 |
| R Dan Newhouse House · WA | Sell | $1,001 – $15,000 | 10 Jul 2026 | 17 Jul 2026 |
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