Portfolio changes · featured 13Fs
Activity
Moves in AMAT across featured managers — New / Exit / Add / Reduce.
AMAT · new · all sizes
4 shown4 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 3 | |||||
| AMAT | New | Stephen Mandel - Lone Pine Capital | +5.34 pp | opened 5.3% | Q1→Q2 |
| AMAT | New | Brad Gerstner - Altimeter Capital Management | +1.93 pp | opened 1.9% | Q1→Q2 |
| AMAT | New | Ron Baron - Bamco Inc. (Baron Capital) | 0.00 pp | opened <0.01% | Q1→Q2 |
| 21 Jul 1 | |||||
| AMAT | New | John Armitage - Egerton Capital (UK) | +3.64 pp | opened 3.6% | Q1→Q2 |
As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ port| ≥ 1 pp. Managers Newest 13Fs Home