Data from public SEC 13F & STOCK Act filings, delayed up to ~45 days, partial holdings only — for research, not investment advice.
AMAT
APPLIED MATERIALS INCData as of 2026 Q1 (03-31) · 13F snapshot
Summary
APPLIED MATERIALS INC (AMAT) is held by 16 tracked hedge-fund managers, a combined reported value of ~$5.99B; the largest are Philippe Laffont, Ken Griffin, Steven Cohen. This quarter: 4 added, 3 trimmed. 20 members of Congress have disclosed STOCK Act trades. Data as of 2026 Q1, from public SEC 13F filings, delayed up to ~45 days.
Attention · HighThis quarter · Mixed
Gurus holding16
Congress trades20
Price$567.25vs quarter-end+65.96%
Sectors4
This quarter's moves
Top holderPhilippe LaffontNew0
Added4
Trimmed / sold3
Value $637.37M— of portfolio1,864,8002026 Q1
Steven CohenBig add
Value $586.90M1.1% of portfolio1,717,1222026 Q1
Chase ColemanBig add
Value $566.31M2.5% of portfolio1,656,9002026 Q1
Ken GriffinTrim
Value $441.10M0.3% of portfolio1,290,5522026 Q1
Value $365.58M— of portfolio1,069,6002026 Q1
Value $294.14M— of portfolio860,6002026 Q1
Ray DalioAdd
Value $191.37M0.9% of portfolio559,9182026 Q1
Chris HohnNew
Value $172.63M0.5% of portfolio1,897,4882022 Q2
Value $155.24M— of portfolio454,2002026 Q1
Seth KlarmanNew large stake
Value $137.13M1.5% of portfolio2,306,6012020 Q3
David TepperNew
Value $87.31M0.9% of portfolio1,570,0002018 Q1
David EinhornTrim
Value $73.45M1.2% of portfolio5,000,0002015 Q3
Value $50.72M— of portfolio148,4002026 Q1
Dan LoebNew large stake
Value $44.33M2.0% of portfolio2,500,0002006 Q3
Value $5.84M— of portfolio17,1002026 Q1
| Investor | Value | % of portfolio | Action |
|---|---|---|---|
| Ken GriffinCALL | $637.37M | — | — |
| Steven Cohen | $586.90M | 1.1% | Big add |
| Chase Coleman | $566.31M | 2.5% | Big add |
| Ken Griffin | $441.10M | 0.3% | Trim |
| Ken GriffinPUT | $365.58M | — | — |
| Izzy EnglanderPUT | $294.14M | — | — |
| Ray Dalio | $191.37M | 0.9% | Add |
| Chris Hohn | $172.63M | 0.5% | New |
| Izzy EnglanderCALL | $155.24M | — | — |
| Seth Klarman | $137.13M | 1.5% | New large stake |
| David Tepper | $87.31M | 0.9% | New |
| David Einhorn | $73.45M | 1.2% | Trim |
| Steven CohenCALL | $50.72M | — | — |
| Dan Loeb | $44.33M | 2.0% | New large stake |
| Steven CohenPUT | $5.84M | — | — |