Applied Materials supplies equipment, services, and software used to manufacture semiconductors and advanced displays.
Counts show how tracked institutions changed this company in their latest available filings.
Portfolio weight and share-count changes are shown for every tracked manager with a current or prior-quarter position.
Coatue Management sold 736,130 shares, but portfolio weight rose from 3.85% to 6.17% because the disclosed 13F portfolio contracted more.
Tiger Global added 761,700 shares; portfolio weight moved from 0.77% to 2.48%.
Bridgewater Associates added 82,341 shares; portfolio weight moved from 0.45% to 0.85%.
Signals are derived from SEC EDGAR 13F information tables. Search aliases, tickers, themes, and company mappings help discovery but do not replace the original filing.
Each line is one tracked manager’s portfolio weight. Labels identify the manager directly.
Market values, quarterly totals, and original CUSIP rows are available below without obscuring current actions.
| Quarter | Current managers | Combined holding 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 |
| Manager | Issuer | CUSIP | Security class | Holding market value | Shares | Weight | Source |
|---|---|---|---|---|---|---|---|
| Coatue Management | APPLIED MATLS INC | 038222105 | COM | $1,793,782,961 | 5,248,202 | 6.17% | SEC XML |
| Tiger Global | APPLIED MATLS INC | 038222105 | COM | $566,311,851 | 1,656,900 | 2.48% | SEC XML |
| Bridgewater Associates | APPLIED MATLS INC | 038222105 | COM | $191,374,373 | 559,918 | 0.85% | SEC XML |