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APPLIED MATLS INC

Holders

5

Combined Value

$2.78B

Combined Shares

8,140,754

Investor Activity Chart

Quarterly buys (▲) and sells (▼) by tracked investors. Click a marker to view that investor's portfolio; hover for details. Price line is implied from 13F filings (value ÷ shares), not market data.

$105.78$197.57$289.35$381.13Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25Q1'26Q2 2024 · implied price $235.99Q3 2024 · implied price $202.05Q4 2024 · implied price $162.63Q1 2025 · implied price $145.12Q2 2025 · implied price $183.07Q3 2025 · implied price $204.74Q4 2025 · implied price $256.99Q1 2026 · implied price $341.79Davis Selected Advisers · bought 4,185,924 shares @ ~$235.99 · Q2 2024 (new position)Chase Coleman - Tiger Global Management · bought 895,200 shares @ ~$235.99 · Q2 2024 (new position)Davis Selected Advisers · sold 73,157 shares @ ~$202.05 · Q3 2024Davis Selected Advisers · bought 599,450 shares @ ~$162.63 · Q4 2024Jim Simons - Renaissance Technologies · bought 487,648 shares @ ~$162.63 · Q4 2024 (new position)Davis Selected Advisers · bought 280,955 shares @ ~$145.12 · Q1 2025George Soros - Soros Fund Management · bought 49,518 shares @ ~$145.12 · Q1 2025 (new position)Jim Simons - Renaissance Technologies · sold 375,300 shares @ ~$145.12 · Q1 2025George Soros - Soros Fund Management · bought 33,995 shares @ ~$183.07 · Q2 2025Tom Gayner - Markel Group · bought 16,500 shares @ ~$183.07 · Q2 2025 (new position)Harris Associates (Oakmark Funds) · bought 2,200 shares @ ~$183.07 · Q2 2025 (new position)Jim Simons - Renaissance Technologies · sold 112,348 shares @ ~$145.12 · Q2 2025 (sold out)Davis Selected Advisers · sold 35,579 shares @ ~$183.07 · Q2 2025Philippe Laffont - Coatue Management · bought 3,349,048 shares @ ~$204.74 · Q3 2025 (new position)Davis Selected Advisers · bought 596,399 shares @ ~$204.74 · Q3 2025Tom Gayner - Markel Group · bought 9,750 shares @ ~$204.74 · Q3 2025George Soros - Soros Fund Management · sold 28,049 shares @ ~$204.74 · Q3 2025Philippe Laffont - Coatue Management · bought 2,635,284 shares @ ~$256.99 · Q4 2025Tom Gayner - Markel Group · bought 7,850 shares @ ~$256.99 · Q4 2025Davis Selected Advisers · sold 1,352,694 shares @ ~$256.99 · Q4 2025George Soros - Soros Fund Management · sold 55,464 shares @ ~$204.74 · Q4 2025 (sold out)Chase Coleman - Tiger Global Management · bought 761,700 shares @ ~$341.79 · Q1 2026Tom Gayner - Markel Group · bought 2,250 shares @ ~$341.79 · Q1 2026Davis Selected Advisers · sold 3,004,196 shares @ ~$341.80 · Q1 2026Philippe Laffont - Coatue Management · sold 736,130 shares @ ~$341.79 · Q1 2026BUYSELLIMPLIED PRICE

Held By

Tracked investors currently holding this security, based on each investor's most recent 13F filing. Gain compares the current market price to each investor's estimated average buy price.

InvestorValue% of PortfolioAvg Buy PriceGainLast ActivityAs of
Philippe Laffont - Coatue Management$1.79B6.17%~$227.75—SELL Q1 2026Q1 2026
Chase Coleman - Tiger Global Management$566.31M2.48%~$284.63—BUY Q1 2026Q1 2026
Davis Selected Advisers$409.16M1.88%~$220.21—SELL Q1 2026Q1 2026
Tom Gayner - Markel Group$12.42M0.10%~$214.67—BUY Q1 2026Q1 2026
Harris Associates (Oakmark Funds)$751.9K0.00%~$183.07—BUY Q2 2025Q1 2026

Recent Activity

Latest position changes by tracked investors. Prices are estimates implied from 13F filings.

QuarterInvestorActionEst. ValueEst. Price
Q1 2026Davis Selected AdvisersSELL−$1.03B~$341.80
Q1 2026Chase Coleman - Tiger Global ManagementBUY+$260.34M~$341.79
Q1 2026Philippe Laffont - Coatue ManagementSELL−$251.60M~$341.79
Q1 2026Tom Gayner - Markel GroupBUY+$769.0K~$341.79
Q4 2025Philippe Laffont - Coatue ManagementBUY+$677.24M~$256.99
Q4 2025Davis Selected AdvisersSELL−$347.63M~$256.99
Q4 2025George Soros - Soros Fund ManagementSOLD OUT−$11.36M~$204.74
Q4 2025Tom Gayner - Markel GroupBUY+$2.02M~$256.99
Q3 2025Philippe Laffont - Coatue ManagementNEW BUY+$685.68M~$204.74
Q3 2025Davis Selected AdvisersBUY+$122.11M~$204.74
Q3 2025George Soros - Soros Fund ManagementSELL−$5.74M~$204.74
Q3 2025Tom Gayner - Markel GroupBUY+$2.00M~$204.74
Q2 2025Jim Simons - Renaissance TechnologiesSOLD OUT−$16.30M~$145.12
Q2 2025Davis Selected AdvisersSELL−$6.51M~$183.07
Q2 2025George Soros - Soros Fund ManagementBUY+$6.22M~$183.07
Q2 2025Tom Gayner - Markel GroupNEW BUY+$3.02M~$183.07
Q2 2025Harris Associates (Oakmark Funds)NEW BUY+$402.8K~$183.07
Q1 2025Jim Simons - Renaissance TechnologiesSELL−$54.46M~$145.12
Q1 2025Davis Selected AdvisersBUY+$40.77M~$145.12
Q1 2025George Soros - Soros Fund ManagementNEW BUY+$7.19M~$145.12
Q4 2024Davis Selected AdvisersBUY+$97.49M~$162.63
Q4 2024Jim Simons - Renaissance TechnologiesNEW BUY+$79.31M~$162.63
Q3 2024Davis Selected AdvisersSELL−$14.78M~$202.05
Q2 2024Davis Selected AdvisersNEW BUY+$987.84M~$235.99
Q2 2024Chase Coleman - Tiger Global ManagementNEW BUY+$211.26M~$235.99

Ownership History

Aggregate position across all tracked investors per quarter (options excluded). Implied price is the reported value divided by shares held.

PeriodHoldersTotal SharesΔ SharesTotal ValueImplied Price
Q1 202658,140,754-26.8%$2.78B$341.79
Q4 2025511,117,130+12.5%$2.86B$256.99
Q3 202569,882,154+65.9%$2.02B$204.74
Q2 202555,955,006-1.6%$1.09B$183.07
Q1 202546,050,238-0.7%$878.01M$145.12
Q4 202436,095,065+21.7%$991.24M$162.63
Q3 202425,007,967-1.4%$1.01B$202.05
Q2 202425,081,124—$1.20B$235.99