COM
AMAT
APPLIED MATLS INC
Holdings as of 2026-06-30Filed 2026-08-14Updated 2026-10-22
View original evidence ↗Consensus12.9/100→ 0Current quarter score · 2026 Q2
Investors holding3
New positions1
Increased0
Decreased2
Exited0
Holdings by investor
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| Investor | Portfolio weight | Shares | Shares Δ | Change | Filed | Evidence |
|---|---|---|---|---|---|---|
| Philippe LaffontCoatue Management | 6.26%+0.1 pp | 4,213,483 | -19.7% | Decreased | 2026-08-14 | SEC filing |
| Lone Pine CapitalLone Pine Capital | 5.34%+5.3 pp | 1,207,737 | — | New | 2026-08-14 | SEC filing |
| Chase ColemanTiger Global | 4.92%+2.4 pp | 1,632,210 | -1.5% | Decreased | 2026-08-14 | SEC filing |
Ownership over time
All 20 quarters
| Quarter | Investors holding |
|---|---|
| 2026 Q2 | 3 |
| 2026 Q1 | 2 |
| 2025 Q4 | 2 |
| 2025 Q3 | 3 |
| 2025 Q2 | 2 |
| 2025 Q1 | 2 |
| 2024 Q4 | 1 |
| 2024 Q3 | 1 |
| 2024 Q2 | 1 |
| 2024 Q1 | 0 |
| 2023 Q4 | 1 |
| 2023 Q3 | 1 |
| 2023 Q2 | 1 |
| 2023 Q1 | 2 |
| 2022 Q4 | 1 |
| 2022 Q3 | 1 |
| 2022 Q2 | 1 |
| 2022 Q1 | 0 |
| 2021 Q4 | 1 |
| 2021 Q3 | 0 |
Inside the Consensus Score
breadth5.6 / 30
conviction2.1 / 20
activity2.4 / 20
trend1.4 / 15
persistence1.5 / 15
Original sources
Public commentary is shown only when a dated, verified original is available.
Coatue ManagementOfficial SEC filing
Tiger GlobalOfficial SEC filing
Lone Pine CapitalOfficial SEC filing
Advanced · SEC data & downloads
CUSIP 038222105 · COM
Original information table · XML/data
Original information table · XML/data
Original information table · XML/data
Coatue Management · 13F-HR · SEC filing · TXT
Lone Pine Capital · 13F-HR · SEC filing · TXT
Tiger Global · 13F-HR · SEC filing · TXT
Download full history CSV · all candidate groups