Applied Materials
Held by 3 top hedge funds (9.1% of tracked funds)
Coverage: 9.1%
Top: Coatue Management (6.3%)
Based on SEC 13F filings
🚀AMAT SGDC Quant Rating & Setup
📌 Business Moat Summary:Applied Materials, Inc. provides materials engineering solutions, equipment, services, and software to the semiconductor and related industries in the United States, China, Korea, Taiwan, Japan, Southeast Asia, Europe, and internationally. The company operates through Semiconductor Systems and Applied Global Services (AGS) segments. The Semiconductor Systems segment includes semiconductor capital equipment to enable materials engineering steps, including etch, rapid thermal processing, deposition, chemical mechanical planarization, metrology and inspection, wafer packaging, and ion implantation. The AGS segment offers integrated solutions to optimize equipment and fab performance and productivity comprising spares, upgrades, services, and 200 millimeter and other equipment and factory automation software for semiconductor and other products. It serves manufacturers of semiconductor wafers and chips, and other electronic devices. Applied Materials, Inc. was incorporated in 1967 and is headquartered in Santa Clara, California.
📈8-Quarter Institutional Ownership Evolution
Historical trajectory of institutional holders and allocation weight across the last 8 quarters
🏛️Institutional Investors Holding this Stock
Examine each hedge fund holding this ticker, weight, shares, and recent action
| Manager / Fund | Fund AUM | Weight | Shares Held | Action | Action |
|---|---|---|---|---|---|
Manager:Philippe Laffont | $48.6B | 6.3% | 4.2M | HOLD | View Full 13F → |
Manager:Stephen Mandel | $16.4B | 5.3% | 1.2M | HOLD | View Full 13F → |
Manager:Chase Coleman | $24.0B | 4.9% | 1.6M | HOLD | View Full 13F → |
Want to see Wall Street's Top 50 Consensus Buys?
Instead of checking individual stocks, get the complete list of high-conviction overlap picks across 33 hedge funds.
⚡Planning to trade AMAT?
Add this symbol to your private journal or dividend tracker to monitor institutional moves.