Reduced
3.85% → 6.17%
Coatue Management sold 736,130 shares; portfolio weight moved from 3.85% to 6.17%.
-736,130 Shares
-12.30%
Back to 13F data
Unclassified
APPLIED MATLS INC
APPLIED MATLS INC is tracked here as a normalized 13F company record; no curated business description is available yet.
Original CUSIPs: 038222105. This page shows current managers, quarterly changes, and primary SEC sources.
Current managers
3
Latest reporting quarter
Q1 2026
Who holds it and what changed this quarter
Portfolio weight and share-count changes are shown for every tracked manager with a current or prior-quarter position.
SEC05/15/2026
Increased
0.77% → 2.48%
Tiger Global added 761,700 shares; portfolio weight moved from 0.77% to 2.48%.
+761,700 Shares
+85.09%
Increased
0.45% → 0.85%
Bridgewater Associates added 82,341 shares; portfolio weight moved from 0.45% to 0.85%.
+82,341 Shares
+17.24%
Four-quarter trend
Each line is one tracked manager’s portfolio weight. Labels identify the manager directly.
Historical and source details
Market values, quarterly totals, and original CUSIP rows are available below without obscuring current actions.
Quarterly holdings details
| Quarter | Current managers | Combined value | Total shares | Manager details |
|---|---|---|---|---|
| Q2 2025 | 1 | $163,884,264 | 895,200 | Tiger Global New position · 895,200 Shares |
| Q3 2025 | 3 | $963,864,939 | 4,707,751 | Bridgewater Associates New position · 463,503 Shares Tiger Global Unchanged · 895,200 Shares Coatue Management New position · 3,349,048 Shares |
| Q4 2025 | 3 | $1,890,703,442 | 7,357,109 | Bridgewater Associates Increased · 477,577 Shares Tiger Global Unchanged · 895,200 Shares Coatue Management Increased · 5,984,332 Shares |
| Q1 2026 | 3 | $2,551,469,185 | 7,465,020 | Bridgewater Associates Increased · 559,918 Shares Tiger Global Increased · 1,656,900 Shares Coatue Management Reduced · 5,248,202 Shares |
Original CUSIP details
Data source
Holdings facts come from SEC 13F information tables. Tickers, company aliases, and themes are used only for search and normalized display, not as a holdings source.