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AMAT·Applied Materials Inc
chipenablerAI 核心数据实时读取 · 截至 2026-08-26
持有机构数
46 / 100
追踪的 100 位投资人中 46 位持有 AMAT
合计仓位 $
$38.84B
13F 长仓 + 期间 13G/D 大宗申报去重合计
占全站 AI 敞口
1.5%
占 100 位投资人 AI 敞口总和的比例
最新一期动向 · 2026-Q2
建仓 NEW
Alkeon Capital AI 持仓组合
Baron Capital AI 持仓组合
Egerton Capital AI 持仓组合
斯蒂芬·曼德尔
Winslow Capital AI 持仓组合
WT Asset AI 持仓组合
景林资产 AI 持仓组合
BSN Capital AI 持仓组合
Blue Whale AI 持仓组合
柏基
Altimeter+$3.27B
Alkeon Capital AI 持仓组合Baron Capital AI 持仓组合Egerton Capital AI 持仓组合斯蒂芬·曼德尔Winslow Capital AI 持仓组合WT Asset AI 持仓组合景林资产 AI 持仓组合BSN Capital AI 持仓组合Blue Whale AI 持仓组合柏基Altimeter加仓 ADD
AQR Capital
CPP Investments AI 持仓组合
Wellington Management AI 持仓组合
APG AI 持仓组合
广发基金 AI 持仓组合
易方达 AI 持仓组合
Silvant Capital AI 持仓组合
T. Rowe Price+$9.58B
AQR CapitalCPP Investments AI 持仓组合Wellington Management AI 持仓组合APG AI 持仓组合广发基金 AI 持仓组合易方达 AI 持仓组合Silvant Capital AI 持仓组合T. Rowe Price减仓 TRIM
Millennium
D.E. Shaw
Man Group
Marshall Wace
Balyasny
Jericho Capital AI 持仓组合
Jennison Associates AI 持仓组合
Point72
Adage Capital
Two Sigma AI 持仓组合
Maverick Capital
桥水
Schonfeld AI 持仓组合
Verition Fund Management AI 持仓组合
Citadel
Holocene Advisors
Anther Capital AI 持仓组合
Atalanta Sosnoff AI 持仓组合
Analog Century AI 持仓组合
Himension AI 持仓组合
Coatue+$1.45B
MillenniumD.E. ShawMan GroupMarshall WaceBalyasnyJericho Capital AI 持仓组合Jennison Associates AI 持仓组合Point72Adage CapitalTwo Sigma AI 持仓组合Maverick Capital桥水Schonfeld AI 持仓组合Verition Fund Management AI 持仓组合CitadelHolocene AdvisorsAnther Capital AI 持仓组合Atalanta Sosnoff AI 持仓组合Analog Century AI 持仓组合Himension AI 持仓组合Coatue清仓 EXIT
本季无清仓 EXIT
—持有机构明细
默认按仓位 $ 降序 · 点表头切换排序| 投资人 | 仓位 $↓ | 占其 AI 敞口 | 最新 13F 行动 | 建仓季 |
|---|---|---|---|---|
T. Rowe Price Associates T. Rowe Price Associates, Inc. | $9.13B | 1.9% | ADD2026-Q2 | 早于 2020-Q1 |
 Norges Bank Investment Management Norges Bank | $8.17B | 1.8% | HOLD2026-Q2 | 早于 2020-Q1 |
 Lewis Sanders / Sanders Capital Sanders Capital, LLC | $4.41B | 7.3% | HOLD2026-Q2 | 早于 2020-Q1 |
Philippe Laffont / Coatue Coatue Management LLC | $3.05B | 7.6% | TRIM2026-Q2 | 早于 2020-Q1 |
Canada Pension Plan Investment Board Canada Pension Plan Investment Board | $1.62B | 2.1% | ADD2026-Q2 | 早于 2020-Q1 |
 Chase Coleman / Tiger Global Tiger Global Management LLC | $1.18B | 6.7% | HOLD2026-Q2 | 2023-Q1 |
Panayotis Sparaggis / Alkeon Capital Alkeon Capital Management LLC | $1.09B | 7.9% | NEW2026-Q2 | 早于 2020-Q1 |
 Caisse de depot et placement du Quebec Caisse de depot et placement du Quebec | $886M | 4.3% | HOLD2026-Q2 | 早于 2020-Q1 |
Stephen Mandel / Lone Pine Capital Lone Pine Capital LLC | $873M | 10.6% | NEW2026-Q2 | 早于 2020-Q1 |
Ken Griffin / Citadel Citadel LLC | $782M | 2.4% | TRIM2026-Q2 | 早于 2020-Q1 |
Wellington Management Wellington Management Group LLP | $768M | 0.4% | ADD2026-Q2 | 早于 2020-Q1 |
Cliff Asness / AQR Capital AQR Capital Management LLC | $592M | 0.9% | ADD2026-Q2 | 早于 2020-Q1 |
APG Asset Management APG Asset Management N.V. | $440M | 2.6% | ADD2026-Q2 | 早于 2020-Q1 |
Steve Cohen / Point72 Point72 Asset Management, L.P. | $434M | 2.6% | TRIM2026-Q2 | 早于 2020-Q1 |
Blue Whale Capital Blue Whale Capital LLP | $433M | 19.3% | NEW2026-Q2 | 早于 2020-Q1 |
Paul Marshall / Marshall Wace Marshall Wace, LLP | $419M | 1.6% | TRIM2026-Q2 | 早于 2020-Q1 |
Adage Capital Partners Adage Capital Partners GP, L.L.C. | $410M | 1.4% | TRIM2026-Q2 | 早于 2020-Q1 |
Josh Resnick / Jericho Capital Jericho Capital Asset Management L.P. | $400M | 7.7% | TRIM2026-Q2 | 早于 2020-Q1 |
John Armitage / Egerton Capital Egerton Capital (UK) LLP | $377M | 12.0% | NEW2026-Q2 | 早于 2020-Q1 |
Man Group plc Man Group plc | $322M | 2.0% | TRIM2026-Q2 | 早于 2020-Q1 |
 Ken Fisher / Fisher Investments Fisher Asset Management, LLC | $318M | 0.3% | HOLD2026-Q2 | 早于 2020-Q1 |
David Shaw / D.E. Shaw D. E. Shaw & Co., Inc. | $287M | 0.7% | TRIM2026-Q2 | 早于 2020-Q1 |
GF Fund Management GF Fund Management Co., Ltd. | $271M | 4.4% | ADD2026-Q2 | 早于 2020-Q1 |
WT Asset Management WT Asset Management Ltd | $269M | 6.4% | NEW2026-Q2 | 早于 2020-Q1 |
Brandon Haley / Holocene Advisors Holocene Advisors LP | $267M | 2.0% | TRIM2026-Q2 | 早于 2020-Q1 |
Izzy Englander / Millennium Millennium Management LLC | $231M | 1.0% | TRIM2026-Q2 | 早于 2020-Q1 |
Ray Dalio / Bridgewater Bridgewater Associates, LP | $211M | 3.8% | TRIM2026-Q2 | 早于 2020-Q1 |
Anther Capital Anther Capital Ltd | $206M | 6.9% | TRIM2026-Q2 | 早于 2020-Q1 |
Brad Gerstner / Altimeter Altimeter Capital Management LP | $189M | 2.5% | NEW2026-Q2 | 早于 2020-Q1 |
Analog Century Management Analog Century Management LP | $159M | 8.7% | TRIM2026-Q2 | 早于 2020-Q1 |
Atalanta Sosnoff Capital Atalanta Sosnoff Capital, LLC | $145M | 4.2% | TRIM2026-Q2 | 早于 2020-Q1 |
Dmitry Balyasny / Balyasny Asset Management Balyasny Asset Management LLC | $120M | 1.2% | TRIM2026-Q2 | 早于 2020-Q1 |
Jennison Associates (Sig Segalas legacy) Jennison Associates LLC | $120M | 0.1% | TRIM2026-Q2 | 早于 2020-Q1 |
E Fund Management E Fund Management Co., Ltd. | $82M | 2.6% | ADD2026-Q2 | 早于 2020-Q1 |
Steven Schonfeld / Schonfeld Strategic Advisors Schonfeld Strategic Advisors LLC | $63M | 1.5% | TRIM2026-Q2 | 早于 2020-Q1 |
Nicholas Maounis / Verition Fund Management Verition Fund Management LLC | $36M | 2.4% | TRIM2026-Q2 | 早于 2020-Q1 |
BSN Capital Partners BSN Capital Partners Ltd | $29M | 2.8% | NEW2026-Q2 | 早于 2020-Q1 |
Silvant Capital Management Silvant Capital Management LLC | $23M | 1.1% | ADD2026-Q2 | 早于 2020-Q1 |
John Overdeck / David Siegel / Two Sigma Two Sigma Investments, LP | $22M | 0.1% | TRIM2026-Q2 | 早于 2020-Q1 |
Himension Capital Himension Capital (Singapore) Pte. Ltd. | $11M | 0.8% | TRIM2026-Q2 | 早于 2020-Q1 |
Ron Baron / Baron Capital BAMCO INC (Baron Capital Group) | $2M | 0.0% | NEW2026-Q2 | 早于 2020-Q1 |
Greenwoods Asset Management Greenwoods Asset Management Hong Kong Ltd. | $2M | 0.2% | NEW2026-Q2 | 早于 2020-Q1 |
Lee Ainslie / Maverick Capital Maverick Capital, Ltd. | $2M | 0.0% | TRIM2026-Q2 | 早于 2020-Q1 |
Winslow Capital Management Winslow Capital Management, LLC | $2M | 0.0% | NEW2026-Q2 | 早于 2020-Q1 |
 Saturna Capital Saturna Capital Corporation | $1M | 0.0% | HOLD2026-Q2 | 早于 2020-Q1 |
Baillie Gifford & Co Baillie Gifford & Co | $37596 | 0.0% | NEW2026-Q2 | 早于 2020-Q1 |
仓位动作明细
显示最近 200 条 · 共 234 条| 时间 | 投资人 | 动作 | Δ $ | Δ 股数 |
|---|---|---|---|---|
| 2026-Q2 | 减仓 | −$183M | −98.3K | |
| 2026-Q2 | 建仓 | +$1.09B | +1.50M | |
| 2026-Q2 | 建仓 | +$189M | +261.9K | |
| 2026-Q2 | 减仓 | −$63M | −59.4K | |
| 2026-Q2 | 减仓 | −$49M | −173.8K | |
| 2026-Q2 | 加仓 | +$287M | +180.7K | |
| 2026-Q2 | 加仓 | +$428M | +328.2K | |
| 2026-Q2 | 减仓 | −$71M | −14.3K | |
| 2026-Q2 | 建仓 | +$38K | +52 | |
| 2026-Q2 | 减仓 | −$147M | −617.0K | |
| 2026-Q2 | 建仓 | +$2M | +3.4K | |
| 2026-Q2 | 建仓 | +$433M | +599.5K | |
| 2026-Q2 | 减仓 | −$19M | −268.5K | |
| 2026-Q2 | 建仓 | +$29M | +50.0K | |
| 2026-Q2 | 减仓 | −$453M | −41.5K | |
| 2026-Q2 | 减仓 | −$340M | −209.6K | |
| 2026-Q2 | 减仓 | −$1.25B | −1.03M | |
| 2026-Q2 | 加仓 | +$896M | +129.3K | |
| 2026-Q2 | 减仓 | −$58M | −612.7K | |
| 2026-Q2 | 加仓 | +$64M | +61.0K | |
| 2026-Q2 | 建仓 | +$377M | +521.1K | |
| 2026-Q2 | 加仓 | +$174M | +18.3K | |
| 2026-Q2 | 加仓 | +$190M | +137.7K | |
| 2026-Q2 | 建仓 | +$2M | +2.5K | |
| 2026-Q2 | 减仓 | −$5M | −2.5K | |
| 2026-Q2 | 减仓 | −$28M | −330.8K | |
| 2026-Q2 | 清仓 | −$4M | −11.6K | |
| 2026-Q2 | 减仓 | −$20M | −126.5K | |
| 2026-Q2 | 减仓 | −$91M | −350.4K | |
| 2026-Q2 | 建仓 | +$873M | +1.21M | |
| 2026-Q2 | 减仓 | −$138M | −93.5K | |
| 2026-Q2 | 减仓 | −$37M | −539.1K | |
| 2026-Q2 | 减仓 | −$296M | −867.5K | |
| 2026-Q2 | 减仓 | −$73M | −569.5K | |
| 2026-Q2 | 加仓 | +$5.32B | +182.6K | |
| 2026-Q2 | 减仓 | −$153M | −1.12M | |
| 2026-Q2 | 减仓 | −$2.30B | −80.8K | |
| 2026-Q2 | 减仓 | −$8M | −120.8K | |
| 2026-Q2 | 加仓 | +$17M | +13.4K | |
| 2026-Q2 | 清仓 | −$13M | −37.9K | |
| 2026-Q2 | 加仓 | +$7.06B | +6.56M | |
| 2026-Q2 | 减仓 | −$614M | −24.7K | |
| 2026-Q2 | 清仓 | −$10M | −30.0K | |
| 2026-Q2 | 减仓 | −$130M | −413.9K | |
| 2026-Q2 | 减仓 | −$18M | −3.2K | |
| 2026-Q2 | 加仓 | +$646M | +704.6K | |
| 2026-Q2 | 建仓 | +$2M | +2.4K | |
| 2026-Q2 | 建仓 | +$269M | +371.8K | |
| 2026-Q1 | 加仓 | +$63M | +24.3K | |
| 2026-Q1 | 减仓 | −$33M | −21.1K | |
| 2026-Q1 | 加仓 | +$102M | +137.8K | |
| 2026-Q1 | 加仓 | +$69M | +82.3K | |
| 2026-Q1 | 减仓 | −$256M | −736.1K | |
| 2026-Q1 | 加仓 | +$252M | +648.2K | |
| 2026-Q1 | 减仓 | −$27M | −33.0K | |
| 2026-Q1 | 加仓 | +$218M | +617.9K | |
| 2026-Q1 | 加仓 | +$74M | +190.1K | |
| 2026-Q1 | 建仓 | +$309M | +904.4K | |
| 2026-Q1 | 加仓 | +$96M | +197.1K | |
| 2026-Q1 | 加仓 | +$106M | +41.8K | |
| 2026-Q1 | 减仓 | −$7M | −261.3K | |
| 2026-Q1 | 加仓 | +$176M | +98.3K | |
| 2026-Q1 | 加仓 | +$464M | +1.24M | |
| 2026-Q1 | 建仓 | +$13M | +37.9K | |
| 2026-Q1 | 加仓 | +$689M | +678.7K | |
| 2026-Q1 | 建仓 | +$566M | +1.66M | |
| 2025-Q4 | 减仓 | −$28M | −28.0K | |
| 2025-Q4 | 减仓 | −$20M | −33.7K | |
| 2025-Q4 | 加仓 | +$128M | +461.2K | |
| 2025-Q4 | 加仓 | +$28M | +14.1K | |
| 2025-Q4 | 加仓 | +$852M | +2.64M | |
| 2025-Q4 | 加仓 | +$37M | +90.1K | |
| 2025-Q4 | 加仓 | +$60M | +179.3K | |
| 2025-Q4 | 减仓 | −$318M | −1.57M | |
| 2025-Q4 | 加仓 | +$22M | +82.6K | |
| 2025-Q4 | 加仓 | +$34M | +76.9K | |
| 2025-Q4 | 加仓 | +$246M | +927.9K | |
| 2025-Q4 | 建仓 | +$291M | +1.13M | |
| 2025-Q4 | 清仓 | −$4M | −21.4K | |
| 2025-Q4 | 加仓 | +$1.25B | +2.36M | |
| 2025-Q4 | 减仓 | −$10M | −73.5K | |
| 2025-Q4 | 清仓 | −$11M | −55.5K | |
| 2025-Q4 | 加仓 | +$453M | +840.5K | |
| 2025-Q3 | 减仓 | −$10M | −136.4K | |
| 2025-Q3 | 清仓 | −$8M | −45.0K | |
| 2025-Q3 | 减仓 | −$88M | −549.1K | |
| 2025-Q3 | 加仓 | +$33M | +156.9K | |
| 2025-Q3 | 建仓 | +$95M | +463.5K | |
| 2025-Q3 | 建仓 | +$686M | +3.35M | |
| 2025-Q3 | 减仓 | −$74M | −435.7K | |
| 2025-Q3 | 减仓 | −$3M | −14.2K | |
| 2025-Q3 | 建仓 | +$339M | +1.66M | |
| 2025-Q3 | 减仓 | −$416K | −58 | |
| 2025-Q3 | 减仓 | −$47M | −290.1K | |
| 2025-Q3 | 加仓 | +$29M | +138.6K | |
| 2025-Q3 | 建仓 | +$4M | +21.4K | |
| 2025-Q3 | 清仓 | −$0 | +0 | |
| 2025-Q3 | 加仓 | +$89M | +422.6K | |
| 2025-Q3 | 减仓 | −$4M | −28.0K | |
| 2025-Q3 | 减仓 | −$621M | −3.93M | |
| 2025-Q2 | 加仓 | +$32M | +8.0K | |
| 2025-Q2 | 加仓 | +$102M | +410.4K | |
| 2025-Q2 | 减仓 | −$4M | −31.8K | |
| 2025-Q2 | 清仓 | −$917K | −6.3K | |
| 2025-Q2 | 清仓 | −$30M | −205.0K | |
| 2025-Q2 | 减仓 | −$341M | −2.54M | |
| 2025-Q2 | 减仓 | −$8M | −132.2K | |
| 2025-Q2 | 清仓 | −$117M | −805.0K | |
| 2025-Q2 | 加仓 | +$1M | +4.7K | |
| 2025-Q2 | 加仓 | +$31M | +68.9K | |
| 2025-Q2 | 减仓 | −$3M | −20.9K | |
| 2025-Q2 | 减仓 | −$86M | −1.70M | |
| 2025-Q2 | 建仓 | +$23M | +128.0K | |
| 2025-Q2 | 加仓 | +$8M | +34.0K | |
| 2025-Q2 | 加仓 | +$743M | +2.90M | |
| 2025-Q1 | 减仓 | −$18M | −27.2K | |
| 2025-Q1 | 减仓 | −$51M | −228.5K | |
| 2025-Q1 | 加仓 | +$4M | +32.8K | |
| 2025-Q1 | 减仓 | −$2M | −10.2K | |
| 2025-Q1 | 加仓 | +$268K | +23.7K | |
| 2025-Q1 | 加仓 | +$111M | +1.03M | |
| 2025-Q1 | 减仓 | −$475M | −2.87M | |
| 2025-Q1 | 加仓 | +$54M | +416.0K | |
| 2025-Q1 | 减仓 | −$25M | −151.9K | |
| 2025-Q1 | 减仓 | −$58M | −304.3K | |
| 2025-Q1 | 减仓 | −$63M | −382.5K | |
| 2025-Q1 | 加仓 | +$71M | +692.6K | |
| 2025-Q1 | 建仓 | +$7M | +49.5K | |
| 2025-Q1 | 加仓 | +$177M | +1.69M | |
| 2024-Q4 | 加仓 | +$23M | +44.9K | |
| 2024-Q4 | 减仓 | −$372M | −1.83M | |
| 2024-Q4 | 减仓 | −$86M | −249.8K | |
| 2024-Q4 | 加仓 | +$3M | +21.9K | |
| 2024-Q4 | 减仓 | −$115M | −564.4K | |
| 2024-Q4 | 建仓 | +$29M | +181.3K | |
| 2024-Q4 | 加仓 | +$302M | +1.93M | |
| 2024-Q4 | 加仓 | +$122M | +40.6K | |
| 2024-Q4 | 建仓 | +$63M | +389.0K | |
| 2024-Q4 | 加仓 | +$6M | +2.3K | |
| 2024-Q4 | 加仓 | +$4M | +136.6K | |
| 2024-Q4 | 建仓 | +$67M | +413.4K | |
| 2024-Q4 | 加仓 | +$352M | +165.6K | |
| 2024-Q4 | 建仓 | +$0 | +0 | |
| 2024-Q4 | 减仓 | −$272M | −590.4K | |
| 2024-Q3 | 加仓 | +$5M | +90.1K | |
| 2024-Q3 | 加仓 | +$143M | +877.1K | |
| 2024-Q3 | 减仓 | −$117M | −328.3K | |
| 2024-Q3 | 减仓 | −$34M | −144.4K | |
| 2024-Q3 | 加仓 | +$90M | +464.1K | |
| 2024-Q3 | 加仓 | +$50K | +41.1K | |
| 2024-Q3 | 加仓 | +$107M | +12.7K | |
| 2024-Q3 | 清仓 | −$2M | −9.1K | |
| 2024-Q3 | 减仓 | −$295M | −1.23M | |
| 2024-Q3 | 减仓 | −$127M | −445.5K | |
| 2024-Q3 | 清仓 | −$1M | −4.5K | |
| 2024-Q3 | 减仓 | −$592M | −1.13M | |
| 2024-Q3 | 减仓 | −$1.69B | −6.51M | |
| 2024-Q3 | 清仓 | −$6M | −25.6K | |
| 2024-Q2 | 加仓 | +$25M | +19.8K | |
| 2024-Q2 | 建仓 | +$236M | +1.00M | |
| 2024-Q2 | 加仓 | +$71M | +117.8K | |
| 2024-Q2 | 加仓 | +$31M | +129.6K | |
| 2024-Q2 | 减仓 | −$59M | −301.0K | |
| 2024-Q2 | 减仓 | −$359M | −1.77M | |
| 2024-Q2 | 减仓 | −$95M | −6.4K | |
| 2024-Q2 | 建仓 | +$2M | +9.1K | |
| 2024-Q2 | 减仓 | −$5M | −175.8K | |
| 2024-Q2 | 减仓 | −$25M | −36.1K | |
| 2024-Q2 | 清仓 | −$127M | −618.2K | |
| 2024-Q2 | 建仓 | +$1M | +4.5K | |
| 2024-Q2 | 加仓 | +$534M | +1.04M | |
| 2024-Q2 | 减仓 | −$277M | −239.7K | |
| 2024-Q2 | 建仓 | +$6M | +25.6K | |
| 2024-Q1 | 加仓 | +$48M | +114.2K | |
| 2024-Q1 | 减仓 | −$55M | −18.3K | |
| 2024-Q1 | 加仓 | +$3M | +12.8K | |
| 2024-Q1 | 加仓 | +$83M | +401.3K | |
| 2024-Q1 | 加仓 | +$313M | +1.38M | |
| 2024-Q1 | 减仓 | −$143M | −1.77M | |
| 2024-Q1 | 减仓 | −$136M | −1.26M | |
| 2024-Q1 | 减仓 | −$22M | −175.7K | |
| 2024-Q1 | 加仓 | +$96M | +422.0K | |
| 2024-Q1 | 清仓 | −$401K | −2.5K | |
| 2024-Q1 | 加仓 | +$483M | +340.6K | |
| 2024-Q1 | 减仓 | −$87M | −2.52M | |
| 2023-Q4 | 减仓 | −$9M | −27.4K | |
| 2023-Q4 | 加仓 | +$70M | +270.6K | |
| 2023-Q4 | 减仓 | −$271M | −1.96M | |
| 2023-Q4 | 加仓 | +$2M | +10.0K | |
| 2023-Q4 | 减仓 | −$31M | −22.1K | |
| 2023-Q4 | 加仓 | +$19M | +25.8K | |
| 2023-Q4 | 加仓 | +$137M | +130.2K | |
| 2023-Q4 | 清仓 | −$35M | −256.2K | |
| 2023-Q4 | 加仓 | +$116M | +351.2K | |
| 2023-Q4 | 加仓 | +$100M | +500.3K | |
| 2023-Q4 | 建仓 | +$32M | +196.2K | |
| 2023-Q4 | 建仓 | +$401K | +2.5K | |
| 2023-Q4 | 减仓 | −$33M | −374.6K | |
| 2023-Q4 | 加仓 | +$356M | +224.3K | |
| 2023-Q3 | 减仓 | −$28M | −167.7K |
