Applied Materials Inc. – Investors and Politicians Who Own It
AMAT
Investors who own it
22 tracked investors, $9.4B in shares, each from their latest 13F.
| Investor | Value | Share of portfolio |
|---|---|---|
Philippe LaffontCoatue Management, Q2 2026 | $3B | 6.26% |
| $1.4B | 0.91% | |
Chase ColemanTiger Global Management, Q2 2026 | $1.2B | 4.92% |
Takis SparaggisAlkeon Capital Management, Q2 2026 | $1.1B | 1.47% |
Stephen MandelLone Pine Capital, Q2 2026 | $873.2M | 5.34% |
Josh ResnickJericho Capital Asset Management, Q2 2026 | $400.5M | 3.31% |
John ArmitageEgerton Capital, Q2 2026 | $376.7M | 3.64% |
Castle Hook PartnersQ2 2026 | $290.6M | 1.33% |
Ray DalioBridgewater Associates, Q2 2026 | $210.7M | 0.86% |
Brad GerstnerAltimeter Capital, Q2 2026 | $189.4M | 1.93% |
Value Aligned Research AdvisorsCallQ2 2026 | $109.5M | 0.27% |
Anand ParekhAlyeska Investment Group, Q2 2026 | $75.7M | 0.19% |
Chris DavisDavis Selected Advisers, Q2 2026 | $74.1M | 0.32% |
| $50.3M | 0.13% | |
Larry RobbinsGlenview Capital Management, Q2 2026 | $47.1M | 0.86% |
Tom GaynerMarkel Group, Q2 2026 | $26.3M | 0.20% |
Mario GabelliGAMCO Investors, Q2 2026 | $11.4M | 0.10% |
Jeremy GranthamGMO (Grantham Mayo Van Otterloo), Q2 2026 | $11.3M | 0.03% |
Barry RitholtzRitholtz Wealth Management, Q2 2026 | $10.3M | 0.15% |
Lee AinslieMaverick Capital, Q2 2026 | $1.8M | 0.02% |
Bill NygrenHarris Associates (Oakmark), Q2 2026 | $1.4M | 0.00% |
Glenn GreenbergBrave Warrior Advisors, Q2 2026 | $694.8K | 0.02% |
Politicians who own it
Estimated from annual disclosures and trades; values are rough estimates.
| Politician | Est. value | Share of portfolio |
|---|---|---|
Ashley MoodyR-FL · Senate | $472.4K | 34.9% |
Markwayne MullinR-OK · Senate | $332.4K | 3.24% |
Gilbert Ray Cisneros, Jr.D-CA · House | $152.5K | 0.35% |
Marjorie Taylor GreeneR-GA · House | $133.6K | 2.48% |
Tommy TubervilleR-AL · Senate | $126.6K | 5.50% |
Robert P. Bresnahan, Jr.R-PA · House | $66.1K | 0.39% |
Alan ArmstrongR-OK · Senate | $50.3K | 1.00% |
Jared MoskowitzD-FL · House | $27.5K | 0.57% |
Angus S. King, Jr.I-ME · Senate | $21.8K | 8.80% |
Michael A. RulliR-OH · House | $16.3K | 1.74% |
Julie JohnsonD-TX · House | $16.3K | 0.09% |
Dan NewhouseR-WA · House | $9.3K | 1.03% |
Josh GottheimerD-NJ · House | $7.9K | 0.02% |
John J. McGuire IIIR-VA · House | $7.2K | 0.87% |
Investors buying and selling
| Investor | Action | Shares now |
|---|---|---|
| Philippe Laffont | Reduced −20% | 4,213,483 |
| Takis Sparaggis | New | 1,504,800 |
| Stephen Mandel | New | 1,207,737 |
| National Pension Service (Korea) | Added +0.5% | 1,962,051 |
| Chase Coleman | Reduced −1.5% | 1,632,210 |
| John Armitage | New | 521,065 |
| Chris Davis | Reduced −91% | 102,521 |
| Lee Ainslie | Reduced −100% | 2,468 |
| Value Aligned Research Advisors | Reduced −90% | 69,591 |
| Brad Gerstner | New | 261,950 |
| Gaurav Kapadia | Sold out | 0 |
| Castle Hook Partners | Reduced −23% | 401,956 |
| Josh Resnick | Reduced −39% | 553,927 |
| Anand Parekh | New | 104,742 |
| Larry Robbins | Reduced −67% | 65,201 |
| Ray Dalio | Reduced −48% | 291,426 |
| Barry Ritholtz | Reduced −0.2% | 14,184 |
| Mario Gabelli | Reduced −26% | 15,770 |
| Jeremy Grantham | Reduced −27% | 15,644 |
| Boaz WeinsteinPut | Sold out | 0 |
| Bill Nygren | Reduced −12% | 1,945 |
Politicians trading it
Latest Congress trades disclosed under the STOCK Act; amounts are ranges.
| Politician | Action | Traded |
|---|---|---|
Josh GottheimerJointD-NJ · House | Bought$1K–$15K | Aug 6, 2026disclosed Sep 14, 2026 |
John J. McGuire IIISpouseR-VA · House | Bought$1K–$15K | Jul 15, 2026disclosed Aug 10, 2026 |
Jared MoskowitzD-FL · House | Bought$1K–$15K | Jul 13, 2026disclosed Aug 27, 2026 |
Dan NewhouseSpouseR-WA · House | Sold part$1K–$15K | Jul 10, 2026disclosed Jul 17, 2026 |
Jared MoskowitzChildD-FL · House | Bought$1K–$15K | Jun 18, 2026disclosed Jul 26, 2026 |
Jared MoskowitzD-FL · House | Bought$1K–$15K | Jun 18, 2026disclosed Jul 26, 2026 |
Jared MoskowitzChildD-FL · House | Bought$1K–$15K | Jun 18, 2026disclosed Jul 26, 2026 |
Alan ArmstrongR-OK · Senate | Bought$15K–$50K | Mar 27, 2026disclosed Jul 21, 2026 |
John BoozmanJointR-AR · Senate | Sold part$1K–$15K | Feb 27, 2026disclosed Mar 6, 2026 |
Markwayne MullinJointR-OK · Senate | Bought$15K–$50K | Dec 29, 2025disclosed Jan 16, 2026 |
Dan NewhouseSpouseR-WA · House | Bought$1K–$15K | Aug 18, 2025disclosed Sep 17, 2025 |
Lisa C. McClainSpouseR-MI · House | Sold part$1K–$15K | Aug 4, 2025disclosed Aug 13, 2025 |
Lisa C. McClainSpouseR-MI · House | Bought$1K–$15K | Jul 22, 2025disclosed Aug 13, 2025 |
Angus S. King, Jr.SpouseI-ME · Senate | Bought$1K–$15K | Jul 21, 2025disclosed Aug 18, 2025 |
Marjorie Taylor GreeneR-GA · House | Bought$1K–$15K | Jun 6, 2025disclosed Jun 18, 2025 |
Markwayne MullinJointR-OK · Senate | Bought$15K–$50K | May 13, 2025disclosed Jun 11, 2025 |
Jefferson ShreveR-IN · House | Sold$50K–$100K | May 12, 2025disclosed Jun 22, 2025 |
Jefferson ShreveR-IN · House | Sold part$50K–$100K | May 8, 2025disclosed Jun 22, 2025 |
Marjorie Taylor GreeneR-GA · House | Bought$1K–$15K | May 5, 2025disclosed May 6, 2025 |
Jefferson ShreveR-IN · House | Bought$50K–$100K | Apr 17, 2025disclosed May 8, 2025 |
John BoozmanJointR-AR · Senate | Sold part$1K–$15K | Apr 16, 2025disclosed May 14, 2025 |
Jefferson ShreveR-IN · House | Bought$15K–$50K | Apr 11, 2025disclosed May 8, 2025 |
Marjorie Taylor GreeneR-GA · House | Bought$1K–$15K | Apr 9, 2025disclosed Apr 11, 2025 |
Markwayne MullinJointR-OK · Senate | Sold part$50K–$100K | Apr 8, 2025disclosed May 12, 2025 |
Robert P. Bresnahan, Jr.R-PA · House | Sold$1K–$15K | Apr 8, 2025disclosed May 8, 2025 |
John BoozmanJointR-AR · Senate | Bought$1K–$15K | Mar 19, 2025disclosed Apr 20, 2025 |
Marjorie Taylor GreeneR-GA · House | Bought$1K–$15K | Mar 17, 2025disclosed Mar 19, 2025 |
Jefferson ShreveR-IN · House | Bought$15K–$50K | Mar 13, 2025disclosed Apr 11, 2025 |
Ashley MoodyR-FL · Senate | Bought$100K–$250K | Jan 22, 2025disclosed Feb 21, 2025 |
Marjorie Taylor GreeneR-GA · House | Bought$1K–$15K | Dec 24, 2024disclosed Dec 27, 2024 |
John BoozmanJointR-AR · Senate | Sold part$1K–$15K | Dec 23, 2024disclosed Jan 14, 2025 |
Markwayne MullinJointR-OK · Senate | Bought$15K–$50K | Dec 11, 2024disclosed Dec 31, 2024 |
Jonathan L. JacksonJointD-IL · House | Sold$15K–$50K | Nov 27, 2024disclosed Dec 12, 2024 |
Marjorie Taylor GreeneR-GA · House | Bought$1K–$15K | Nov 20, 2024disclosed Nov 21, 2024 |
Marjorie Taylor GreeneR-GA · House | Bought$1K–$15K | Oct 4, 2024disclosed Oct 8, 2024 |
John JamesR-MI · House | Sold$1K–$15K | Sep 4, 2024disclosed Sep 6, 2024 |
Marjorie Taylor GreeneR-GA · House | Bought$1K–$15K | Jul 23, 2024disclosed Jul 24, 2024 |
Tommy TubervilleJointR-AL · Senate | Bought$1K–$15K | Apr 4, 2024disclosed May 15, 2024 |
Tommy TubervilleJointR-AL · Senate | Bought$15K–$50K | Apr 4, 2024disclosed May 15, 2024 |
Tommy TubervilleJointR-AL · Senate | Bought$1K–$15K | Apr 4, 2024disclosed May 15, 2024 |