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Stocks / United States / AMAT / Holders

Applied Materials Inc. 13F holders

Of the 44 funds followed here, 16 reported a position in Applied Materials Inc. in a 13F for the quarter ended 30 June 2026. The largest: Capital Research Global Investors, 22.2 million shares worth $16.02 billion, 2.2% of its reported book. New this quarter: Lone Pine Capital, Altimeter Capital Management, Alyeska, Baillie Gifford.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
Capital Research Global Investors22,159,097$16.02 billion2.2%-7,296,327trimmed30 June 202613F
Geode Capital Management22,007,983$15.88 billion0.8%+86,185added30 June 202613F
Norges Bank11,305,788$8.17 billion0.8%held30 June 202613F
FMR LLC9,274,335$6.71 billion0.3%+2,876,511added30 June 202613F
Citadel Advisors6,479,551$4.68 billion0.5%+2,254,599added30 June 202613F
Coatue Management4,213,483$3.05 billion6.3%-1,034,719trimmed30 June 202613F
Millennium Management1,773,350$1.28 billion0.5%-430,357trimmed30 June 202613F
Tiger Global Management1,632,210$1.18 billion4.9%-24,690trimmed30 June 202613F
Lone Pine Capital1,207,737$873.2 million5.3%+1,207,737new30 June 202613F
Point72 Asset Management769,284$556.2 million0.6%-1,113,338trimmed30 June 202613F
Bridgewater Associates291,426$210.7 million0.9%-268,492trimmed30 June 202613F
Altimeter Capital Management261,950$189.4 million1.9%+261,950new30 June 202613F
Alyeska104,742$75.7 million0.2%+104,742new30 June 202613F
Two Sigma Investments58,863$42.6 million0.0%-409,487trimmed30 June 202613F
Harris Associates1,945$1.4 million0.0%-255trimmed30 June 202613F
Baillie Gifford52$37,5960.0%+52new30 June 202613F

Value is what the fund reported. Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.

Schedule 13D and 13G filed on the name, last twelve months

FiledScheduleWhoHoldingOf the classEvent dateRule or purposeFiling
29 April 202613GVanguard Capital Management and 1 other59.5 million7.5%31 March 2026passive, institutional (13d-1(b))EDGAR
26 March 202613G/AThe Vanguard Group and 1 other00.0%13 March 2026passive, institutional (13d-1(b))EDGAR

A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder. Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short.

Fails to deliver

Settlement dateShares failedPriceFile
31 August 20266,087$461.67SEC
25 August 2026186$484.19SEC
17 August 202645$507.18SEC
3 August 20261$507.67SEC
30 July 20267,141$436.45SEC
27 July 202629,702$536.25SEC
24 July 202640$562.80SEC
23 July 202640$553.92SEC
22 July 202640$564.55SEC
21 July 202611$525.70SEC
17 July 202669$560.93SEC

Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period. Largest in the window: 29,702 on 27 July 2026. A fail is an operational fact about settlement, not a position.

Source

Each fund's 13F-HR on EDGAR, linked per row; positions matched to AMAT by CUSIP from the SEC's own fails-to-deliver files; Schedule 13D and 13G from the company's own filing index, each read to confirm the company is the issuer named.

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