Follow-The-Filings

Security · featured owners

AMAT Applied Matls Inc.

Information Technology COM Equity as of 2026 Q2 among managers we track

  • 21 Owners
  • #19
  • Max 19.5%
  • Master 0.63%
  • $10.8B
  • 4 new 14 reduce

Who owns this now

Largest portfolio weights among featured holders · max 19.5% (Abrams Bison - Abrams Bison Investments) · not free-float ownership

  1. Abrams Bison reduce 19.5%
  2. Philippe Laffont reduce 6.3%
  3. William Von Mueffling reduce 5.5%
  4. Stephen Mandel new 5.3%
  5. Chase Coleman reduce 4.9%
  6. Lewis Sanders reduce 4.4%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Lewis Sanders - Sanders Capital 2026 Q2 4.4% Reduce −1.3% 6,094,372 $4.4B history
Philippe Laffont - Coatue Management 2026 Q2 6.3% Reduce −19.7% 4,213,483 $3B history
Chase Coleman - Tiger Global Management 2026 Q2 4.9% Reduce −1.5% 1,632,210 $1.2B history
Stephen Mandel - Lone Pine Capital 2026 Q2 5.3% New 5.3% 1,207,737 $873M history
Abrams Bison - Abrams Bison Investments 2026 Q2 19.5% Reduce −21.6% 552,000 $399M history
John Armitage - Egerton Capital (UK) 2026 Q2 3.6% New 3.6% 521,065 $377M history
Brad Gerstner - Altimeter Capital Management 2026 Q2 1.9% New 1.9% 261,950 $189M history
Christopher Davis - Davis Selected Advisers 2026 Q2 0.32% Reduce −91.4% 102,521 $74M history
Ben Hoskin - Value Aligned Research Advisors 2026 Q2 0.13% Reduce −90.5% 69,591 $50M history
Glenview Capital Management 2026 Q2 0.86% Reduce −66.9% 65,201 $47M history
Senator Investment Group 2026 Q2 1.7% Hold 65,000 $47M history
William Von Mueffling - Cantillon Capital Management 2026 Q2 5.5% Reduce −96.7% 50,176 $36M history
David Katz - Matrix Asset Advisors 2026 Q2 2.8% Reduce −17.9% 48,044 $35M history
Thomas Gayner - Markel Group 2026 Q2 0.20% Hold 36,350 $26M history
Mairs & Power 2026 Q2 0.07% Reduce −2.8% 11,007 $8M history
Kentucky Trust Co. - Kentucky Trust 2026 Q2 2.7% Reduce −1.3% 7,880 $6M history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 <0.01% New <0.01% 3,392 $2M history
Lee Ainslie - Maverick Capital 2026 Q2 0.02% Reduce −99.7% 2,468 $2M history
Bill Nygren / Oakmark - Harris Associates L P 2026 Q2 <0.01% Reduce −11.6% 1,945 $1M history
Murphy Pohlad - Murphy Pohlad Asset Management 2026 Q2 0.30% Reduce −14.6% 1,178 $852K history
Glenn Greenberg - Brave Warrior Advisors 2026 Q2 0.02% Hold 961 $695K history

21 current · options excluded

SEC filings

Recent issuer filings from EDGAR · 10 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 5.02,7.01,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.07 Filing Doc
10-Q Filing Doc
8-K 7.01,8.01,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
DEFA14A Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 15 rows shown

Filed Form Detail Links
4 Period Aug 27, 2026 Filing Doc
4 Period Aug 25, 2026 Filing Doc
4 Period Jul 1, 2026 Filing Doc
4 Period Jun 29, 2026 Filing Doc
4 Period Jun 18, 2026 Filing Doc
4 Period Jun 15, 2026 · 3 forms Filing Doc
4 Period Jun 16, 2026 Filing Doc
4 Period Jun 3, 2026 Filing Doc
4 Period Jun 4, 2026 Filing Doc
4 Period May 26, 2026 Filing Doc
4 Period May 22, 2026 Filing Doc
4 Period May 21, 2026 Filing Doc
4 Period Apr 1, 2026 Filing Doc
4 Period Mar 12, 2026 · 9 forms Filing Doc
4 Period Feb 25, 2026 Filing Doc

Updated 7 days ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $26.52B $27.18B $28.37B
Gross profit $12.38B $12.9B $13.81B
Gross margin * 46.7% 47.5% 48.7%
Net income $6.86B $7.18B $7B
Net margin * 25.9% 26.4% 24.7%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $19.15B $21.22B $20.88B
Total non-current assets * $11.58B $13.19B $15.42B
Total assets $30.73B $34.41B $36.3B
Total current liabilities $7.37B $8.47B $8B
Total non-current liabilities * $7.01B $6.94B $7.88B
Total equity $16.35B $19B $20.42B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $8.7B $8.68B $7.96B
Cash from investing -$1.54B -$2.33B -$2.78B
Cash from financing -$3.03B -$4.47B -$5.98B
Net change in cash $4.13B $1.88B -$0.801B

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders