AMAT · CUSIP 038222105
APPLIED MATLS INC
Reported by 12 of 79 curated managers in Q2 2026, in the holdings snapshot last exported 2026-08-24.
- Managers holding
- 12
- Average portfolio weight
- 3.5%
- Combined reported value
- $3.0B
- Research group
- 79
12 of the 79 superinvestors Shameless Cloning tracks reported APPLIED MATLS INC (AMAT) in their Q2 2026 13F filings, worth $3.0B combined, at an average 3.5% of their portfolios. The largest positions by portfolio weight belong to Abrams Bison Investments (19.5%), William Von Mueffling (5.5%), Stephen Mandel (5.3%).
Reporting managers
This is a historical 13F snapshot, not a live shareholder register. The count covers all matched managers; dashboard rankings use only those with at least 95% coverage. Reported value is measured at filing quarter-end, not at today's price.
| Manager / SEC filer | % of portfolio | Reported value |
|---|---|---|
| Abrams Bison InvestmentsABRAMS BISON INVESTMENTS, LLC | 19.5% | $399.1M |
| William Von MuefflingCantillon Capital Management LLC | 5.5% | $36.3M |
| Stephen MandelLONE PINE CAPITAL LLC | 5.3% | $873.2M |
| Chase ColemanTIGER GLOBAL MANAGEMENT LLC | 4.9% | $1.2B |
| John ArmitageEgerton Capital (UK) LLP | 3.6% | $376.7M |
| David KatzMATRIX ASSET ADVISORS INC/NY | 2.8% | $34.7M |
| Christopher DavisDavis Selected Advisers | 0.3% | $74.1M |
| Thomas GaynerMarkel Group Inc. | 0.2% | $26.3M |
| Mairs & Power FundsMAIRS & POWER INC | 0.1% | $8.0M |
| Lee AinslieMAVERICK CAPITAL LTD | 0.0% | $1.8M |
| Glenn GreenbergBrave Warrior Advisors, LLC | 0.0% | $695K |
| Bill NygrenHARRIS ASSOCIATES L P | 0.0% | $1.4M |