Portfolio changes · featured 13Fs
Activity
Moves in AMAT across featured managers — New / Exit / Add / Reduce.
AMAT · reduce
8 shown8 shown · signal ≥1 pp on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 17 Aug 1 | |||||
| AMAT | Reduce | Ben Hoskin - Value Aligned Research Advisors | −1.08 pp | −90.5% sh | Q1→Q2 |
| 14 Aug 3 | |||||
| AMAT | Reduce | Abrams Bison - Abrams Bison Investments | +9.07 pp | −21.6% sh | Q1→Q2 |
| AMAT | Reduce | Lee Ainslie - Maverick Capital | −3.41 pp | −99.7% sh | Q1→Q2 |
| AMAT | Reduce | Chase Coleman - Tiger Global Management | +2.44 pp | −1.5% sh | Q1→Q2 |
| 11 Aug 1 | |||||
| AMAT | Reduce | Christopher Davis - Davis Selected Advisers | −1.56 pp | −91.4% sh | Q1→Q2 |
| 10 Aug 1 | |||||
| AMAT | Reduce | Lewis Sanders - Sanders Capital | +1.90 pp | −1.3% sh | Q1→Q2 |
| 29 Jul 1 | |||||
| AMAT | Reduce | William Von Mueffling - Cantillon Capital Management | +2.00 pp | −96.7% sh | Q1→Q2 |
| 10 Jul 1 | |||||
| AMAT | Reduce | Kentucky Trust Co. - Kentucky Trust | +1.31 pp | −1.3% sh | 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