Back to 13F data
Q1 2026

APPLIED MATLS INC

Original CUSIPs: 038222105. This page shows current managers, quarterly changes, and primary SEC sources.

Current managers
2
Combined value
$757.7M

Current managers

2

Calculated from each manager’s latest available 13F.

Total shares

2,216,818

Aggregated at company level with original CUSIP details preserved.

Combined value

$757.7M

Market values are added across managers reporting the same quarter.

Themes

Unclassified

Local mappings are used only for search and classification.

Shared increases

2 managers moved in the same direction.

Share change
+844,041
Value change
+$404.9M
Weight change
+2.11%

Four-quarter trend

Four-quarter ownership trend

Manager actions by quarter

Current tracked managers holding this company

ManagerQuarterMarket valueSharesPortfolio weightCurrent-quarter changeShare changeValue changeSEC source
Tiger Global
Tiger Global
Q1 2026$566,311,8511,656,9002.48%
Increased
+85.09%
+761,700+$336,254,403XML
05/15/2026
Bridgewater Associates
Ray Dalio / Bridgewater
Q1 2026$191,374,373559,9180.85%
Increased
+17.24%
+82,341+$68,641,860XML
05/15/2026

Original CUSIP details

ManagerIssuerCUSIPSecurity classMarket valueSharesWeightSource
Tiger GlobalAPPLIED MATLS INC038222105COM$566,311,8511,656,9002.48%SEC XML
Bridgewater AssociatesAPPLIED MATLS INC038222105COM$191,374,373559,9180.85%SEC XML

Quarterly holdings details

QuarterCurrent managersCombined valueTotal sharesManager details
Q2 20251$163,884,264895,200
Tiger Global New position
Q3 20252$278,180,8521,358,703
Bridgewater Associates New position
Tiger Global Unchanged
Q4 20252$352,789,9611,372,777
Bridgewater Associates Increased
Tiger Global Unchanged
Q1 20262$757,686,2242,216,818
Bridgewater Associates Increased
Tiger Global Increased