AMAT | Applied Materials Inc

CUSIP: 038222105

7 Funds Holding

3.6M Total Shares

$2.6B Total Value

$482.36
Price

$382.8B

Market Cap

41.3

P/E Ratio

26.1

Forward P/E

$11.67

EPS (TTM)

0.44%

Dividend Yield

$9.2B

Cash

$7.0B

Total Debt

794M

Shares Out

$154.47

$739.67

52-Week Range

Fund / Manager Click to search	Shares	Value	% of Portfolio	Cost Basis	Est. Return
Tiger Global Management\|Chase Coleman	1.6M	$1.2B	4.92%	$269.61	+78.91%
Lone Pine Capital\|Stephen Mandel	1.2M	$873M	5.34%	$431.20	+11.86%
Egerton Capital\|John Armitage	521.1K	$377M	3.64%	$431.20	+11.86%
Broad Run Investment Management\|Rainey, Macauley & Rothberg	147.5K	$107M	16.41%	$136.28	+253.95%
Cantillon Capital Management\|William Von Mueffling	50.2K	$36M	5.45%	$132.86	+263.05%
Oakmark Select Fund\|Bill Nygren	1.9K	$1M	0.00%	—	—
Brave Warrior Advisors\|Glenn Greenberg	961	$694803	0.01%	$232.55	+116.86%

Quarter:

Fund / Manager Click to search	Action	Change	Shares After	Value	Price
2026-Q2
Tiger Global Management	SELL	-1.5%	1.6M	$1.2B	$431.20
Lone Pine Capital	BUY	NEW	1.2M	$873M	$431.20
Cantillon Capital Management	SELL	-96.7%	50.2K	$36M	$431.20
Egerton Capital	BUY	NEW	521.1K	$377M	$431.20
Broad Run Investment Management	SELL	-0.5%	147.5K	$107M	$431.20
2026-Q1
Tiger Global Management	BUY	+85.1%	1.7M	$566M	$337.22
Cantillon Capital Management	SELL	-0.9%	1.5M	$520M	$337.22
Sound Shore Management	SELL	EXIT	—	—	$337.22
Broad Run Investment Management	SELL	-5.6%	148.3K	$51M	$337.22
2025-Q4
Cantillon Capital Management	BUY	+4.0%	3.1M	$446M	$232.55
Sound Shore Management	SELL	-29.7%	280.6K	$72M	$232.55
Broad Run Investment Management	SELL	-3.1%	157.1K	$40M	$232.55
Brave Warrior Advisors	BUY	NEW	961	$246967	$232.55
2025-Q3
Cantillon Capital Management	SELL	-1.1%	3.0M	$604M	$184.87
Sound Shore Management	BUY	+9.5%	399.2K	$82M	$184.87
Broad Run Investment Management	SELL	-6.2%	162.2K	$33M	$184.87
2025-Q2
Cantillon Capital Management	SELL	-2.8%	3.0M	$546M	$157.51
Sound Shore Management	BUY	NEW	364.5K	$67M	$157.51
Broad Run Investment Management	SELL	-15.8%	172.9K	$32M	$157.51
2025-Q1
Cantillon Capital Management	SELL	-3.0%	3.1M	$446M	$171.65
Broad Run Investment Management	SELL	-5.5%	205.4K	$30M	$171.65
2024-Q4
Cantillon Capital Management	BUY	+0.5%	3.2M	$515M	$182.79
Broad Run Investment Management	SELL	-1.0%	217.4K	$35M	$182.79
2024-Q3
Cantillon Capital Management	SELL	-2.9%	3.1M	$636M	$200.20
Broad Run Investment Management	SELL	-4.2%	219.5K	$44M	$200.20
Brave Warrior Advisors	SELL	EXIT	—	—	$200.20
2024-Q2
Cantillon Capital Management	SELL	-4.8%	3.2M	$765M	$212.08
Tiger Global Management	BUY	NEW	895.2K	$211M	$212.08
Broad Run Investment Management	SELL	-18.1%	229.0K	$54M	$212.08
Brave Warrior Advisors	BUY	NEW	961	$226786	$212.08
2024-Q1
Cantillon Capital Management	SELL	-2.0%	3.4M	$703M	$186.19
Sound Shore Management	SELL	EXIT	—	—	$186.19
Broad Run Investment Management	BUY	+10.9%	279.7K	$58M	$186.19
2023-Q4
Cantillon Capital Management	SELL	-2.4%	3.5M	$563M	$147.72
Sound Shore Management	SELL	-2.5%	380.5K	$62M	$147.72
Broad Run Investment Management	SELL	-6.3%	252.1K	$41M	$147.72
Gates Foundation Trust	SELL	EXIT	—	—	$147.72
2023-Q3
Cantillon Capital Management	SELL	-0.4%	3.6M	$493M	$142.74
Egerton Capital	SELL	EXIT	—	—	$142.74
Sound Shore Management	SELL	-0.5%	390.2K	$54M	$142.74
Broad Run Investment Management	SELL	-2.2%	269.0K	$37M	$142.74
Gates Foundation Trust	BUY	NEW	22.8K	$3M	$142.74
2023-Q2
Cantillon Capital Management	BUY	+6.4%	3.6M	$517M	$121.73
Egerton Capital	SELL	-3.4%	2.6M	$380M	$121.73
Sound Shore Management	SELL	-31.1%	392.0K	$57M	$121.73
Tiger Global Management	SELL	EXIT	—	—	$121.73
Broad Run Investment Management	SELL	-4.7%	275.0K	$40M	$121.73
2023-Q1
Cantillon Capital Management	SELL	-1.7%	3.4M	$413M	$115.95
Egerton Capital	BUY	+10.2%	2.7M	$334M	$115.95
Sound Shore Management	SELL	-4.4%	569.0K	$70M	$115.95
Tiger Global Management	BUY	NEW	419.5K	$52M	$115.95
Broad Run Investment Management	SELL	-0.3%	288.6K	$35M	$115.95
2022-Q4
Egerton Capital	SELL	-57.9%	2.5M	$241M	$97.38
Cantillon Capital Management	SELL	-1.5%	3.4M	$333M	$97.38
Sound Shore Management	SELL	-4.4%	594.9K	$58M	$97.38
Broad Run Investment Management	BUY	+3.2%	289.5K	$28M	$97.38
2022-Q3
Egerton Capital	BUY	+193.0%	5.9M	$480M	$96.30
Cantillon Capital Management	SELL	-0.9%	3.5M	$284M	$96.30
TCI Fund Management	SELL	EXIT	—	—	$96.30
Sound Shore Management	SELL	-16.8%	622.6K	$51M	$96.30
Broad Run Investment Management	SELL	-4.2%	280.6K	$23M	$96.30
2022-Q2
Cantillon Capital Management	SELL	-0.3%	3.5M	$319M	$112.50
TCI Fund Management	BUY	NEW	1.9M	$173M	$112.50
Sound Shore Management	BUY	NEW	748.3K	$68M	$112.50
Broad Run Investment Management	BUY	+28.8%	292.8K	$27M	$112.50
2022-Q1
Cantillon Capital Management	BUY	+2.8%	3.5M	$463M	$135.72
Egerton Capital	BUY	NEW	2.0M	$264M	$135.72
Broad Run Investment Management	BUY	+16.2%	227.4K	$30M	$135.72
2021-Q4
Cantillon Capital Management	SELL	-6.9%	3.4M	$538M	$147.19
Broad Run Investment Management	BUY	+17.7%	195.6K	$31M	$147.19
2021-Q3
Cantillon Capital Management	SELL	-1.7%	3.7M	$472M	$136.05
Broad Run Investment Management	BUY	NEW	166.1K	$21M	$136.05
2021-Q2
Cantillon Capital Management	SELL	-1.2%	3.7M	$531M	$135.25
2021-Q1
Cantillon Capital Management	SELL	-2.9%	3.8M	$505M	$112.84
Sound Shore Management	SELL	EXIT	—	—	$112.84
2020-Q4
Cantillon Capital Management	SELL	-0.9%	3.9M	$336M	$72.81
The Baupost Group	SELL	EXIT	—	—	$72.81
Sound Shore Management	SELL	-43.6%	806.7K	$70M	$72.81
2020-Q3
Cantillon Capital Management	SELL	-1.1%	3.9M	$233M	$62.54
The Baupost Group	BUY	NEW	2.3M	$137M	$62.54
Sound Shore Management	BUY	+14.3%	1.4M	$85M	$62.54
2020-Q2
Cantillon Capital Management	BUY	+62.7%	4.0M	$240M	$54.35
Sound Shore Management	SELL	-1.4%	1.3M	$76M	$54.35
2020-Q1
Sound Shore Management	SELL	-31.6%	1.3M	$58M	$60.25
Cantillon Capital Management	BUY	NEW	2.4M	$112M	$60.25
2019-Q4
Sound Shore Management	SELL	-48.3%	1.9M	$113M	$56.09
2019-Q3
Sound Shore Management	SELL	-4.3%	3.6M	$179M	$47.81
2019-Q2
Sound Shore Management	BUY	+3.1%	3.8M	$169M	$42.31
2019-Q1
Sound Shore Management	SELL	-2.7%	3.6M	$145M	$38.93
2018-Q4
Sound Shore Management	BUY	+12.4%	3.7M	$123M	$34.28
2018-Q3
Sound Shore Management	BUY	+19.7%	3.3M	$129M	$45.20
Egerton Capital	SELL	EXIT	—	—	$45.20
2018-Q2
Egerton Capital	SELL	-78.5%	2.4M	$110M	$51.12
Sound Shore Management	BUY	+8.2%	2.8M	$129M	$51.12
Appaloosa Management	SELL	EXIT	—	—	$51.12
2018-Q1
Egerton Capital	SELL	-28.6%	11.1M	$615M	$56.07
Sound Shore Management	SELL	-15.4%	2.6M	$143M	$56.07
Appaloosa Management	BUY	NEW	1.6M	$87M	$56.07

No Insider Transactions

No Form 4 filings found for this stock in the last 2 years.