AMAT·APPLIED MATERIALS INC
chipenablerAI CoreData as of 2026-07-07
Holder Count
11 / 30
11 of 30 tracked investors hold AMAT
Aggregate $
$8.20B
13F longs + subsequent 13G/D block filings, deduped
Share of AI Universe
0.8%
Share of aggregated AI exposure across 30 investors
Latest quarter · 2026-Q1
Exited
No Exited this quarter
—Holders
Sorted by position $ desc by default; click headers to sort| Investor | Position $↓ | % of AI Exposure | Latest 13F Action | Entry Quarter |
|---|---|---|---|---|
 Norges Bank Investment Management Norges Bank | $2.86B | 0.7% | ADD2025-Q4 | Before 2020-Q1 |
 T. Rowe Price Associates T. Rowe Price Associates, Inc. | $2.07B | 0.6% | ADD2026-Q1 | Before 2020-Q1 |
 Philippe Laffont / Coatue Coatue Management LLC | $1.54B | 10.5% | ADD2025-Q4 | Before 2020-Q1 |
 Steve Cohen / Point72 Point72 Asset Management, L.P. | $587M | 4.5% | ADD2026-Q1 | Before 2020-Q1 |
 Chase Coleman / Tiger Global Tiger Global Management LLC | $566M | 3.7% | HOLD2026-Q1 | 2023-Q1 |
 Alex Sacerdote / Whale Rock Capital Whale Rock Capital Management LLC | $244M | 6.1% | HOLD2021-Q3 | Before 2020-Q1 |
 Chris Hohn / TCI Fund Management TCI Fund Management Ltd | $173M | 4.1% | NEW2022-Q2 | Before 2020-Q1 |
 Izzy Englander / Millennium Millennium Management LLC | $128M | 1.0% | TRIM2023-Q4 | Before 2020-Q1 |
 Dan Sundheim / D1 Capital D1 Capital Partners L.P. | $30M | 2.1% | ADD2025-Q1 | Before 2020-Q1 |
 Temasek Holdings Temasek Holdings (Private) Ltd | $6M | 0.1% | NEW2024-Q2 | Before 2020-Q1 |
 Lei Zhang / HHLR Advisors HHLR Advisors, Ltd. | $2M | 0.6% | NEW2024-Q2 | Before 2020-Q1 |
Position Action Log
53 entries · newest first| Date | Investor | Action | Δ $ | Δ Shares |
|---|---|---|---|---|
| 2026-Q1 | EXIT | −$1.54B | −5.98M | |
| 2026-Q1 | ADD | +$464M | +1.24M | |
| 2026-Q1 | ADD | +$689M | +678.7K | |
| 2026-Q1 | ADD | +$566M | +1.66M | |
| 2025-Q4 | ADD | +$852M | +2.64M | |
| 2025-Q4 | ADD | +$1.25B | +2.36M | |
| 2025-Q4 | TRIM | +$10M | −73.5K | |
| 2025-Q4 | ADD | +$453M | +840.5K | |
| 2025-Q3 | ADD | +$686M | +3.35M | |
| 2025-Q3 | ADD | +$107M | +508.7K | |
| 2025-Q3 | TRIM | −$621M | −3.93M | |
| 2025-Q2 | EXIT | −$30M | −205.0K | |
| 2025-Q2 | TRIM | +$16M | −1.01M | |
| 2025-Q2 | ADD | +$1.55B | +8.48M | |
| 2025-Q1 | ADD | +$268K | +23.7K | |
| 2025-Q1 | EXIT | −$631M | −3.88M | |
| 2024-Q4 | ADD | +$29M | +181.3K | |
| 2024-Q4 | TRIM | −$944M | −962.4K | |
| 2024-Q4 | TRIM | −$272M | −590.4K | |
| 2024-Q3 | EXIT | −$2M | −9.1K | |
| 2024-Q3 | TRIM | −$1.69B | −6.51M | |
| 2024-Q3 | EXIT | −$6M | −25.6K | |
| 2024-Q2 | NEW | +$2M | +9.1K | |
| 2024-Q2 | ADD | +$1.02B | +1.38M | |
| 2024-Q2 | TRIM | +$277M | −239.7K | |
| 2024-Q2 | NEW | +$6M | +25.6K | |
| 2024-Q1 | EXIT | −$234M | −1.45M | |
| 2024-Q1 | TRIM | +$87M | −2.52M | |
| 2023-Q4 | TRIM | +$31M | −22.1K | |
| 2023-Q4 | TRIM | −$33M | −374.6K | |
| 2023-Q4 | ADD | +$2.23B | +13.74M | |
| 2023-Q3 | TRIM | −$109M | −693.7K | |
| 2023-Q3 | NEW | +$161M | +1.17M | |
| 2023-Q3 | NEW | +$6M | +41.9K | |
| 2023-Q3 | EXIT | −$1.95B | −13.47M | |
| 2023-Q2 | ADD | +$58M | +90.2K | |
| 2023-Q2 | EXIT | −$52M | −419.5K | |
| 2023-Q1 | ADD | +$181M | +1.32M | |
| 2023-Q1 | NEW | +$52M | +419.5K | |
| 2022-Q4 | ADD | +$31M | +233.6K | |
| 2022-Q3 | ADD | +$42M | +517.1K | |
| 2022-Q3 | EXIT | −$173M | −1.90M | |
| 2022-Q2 | NEW | +$173M | +1.90M | |
| 2022-Q1 | EXIT | −$297M | −1.89M | |
| 2021-Q4 | ADD | +$297M | +1.89M | |
| 2021-Q4 | EXIT | −$244M | −1.89M | |
| 2021-Q3 | TRIM | −$27M | −4.9K | |
| 2021-Q2 | TRIM | −$133M | −1.12M | |
| 2021-Q1 | NEW | +$404M | +3.02M | |
| 2019-Q4 | EXIT | −$8M | −163.7K | |
| 2019-Q3 | NEW | +$8M | +163.7K | |
| 2019-Q2 | EXIT | −$88M | −2.22M | |
| 2019-Q1 | TRIM | −$21M | −1.10M |
Related Tickers
chip layer · sorted by holder countHolder Count: count of the 30 tracked investors who hold this ticker via latest 13F-HR long positions or subsequent 13G/D filings, deduped.
Aggregate $: market value sum of the above positions.
Share of AI Universe: ratio of this ticker's aggregate $ to total AI exposure across 30 investors.
Latest quarter: each investor's own latest 13F vs prior; aggregated NEW/ADD/TRIM/EXIT counts and net $. ADD/TRIM count only ≥5% changes. Cathie uses a 90-day window. Each row's quarter is marked; amber indicates lagging behind majority.
Layers: chip · infra · model · app · enabler · autonomy · power.
Data live from source, as of 2026-07-07