AMAT

Applied Materials Inc

12 super-investor ownerscombined $3.39Blargest position 5.5%

2 NEW1 TRIM

12 of the 83 super-investors we track hold AMAT, worth a combined $3.39B per their latest 13F filings. The largest position: William Von Mueffling at 5.5% of their portfolio. This quarter the cohort logged 2 buys and 1 sell on the name. Conviction score: 42 of 100 (how strongly the cohort backs it) — ranked #98 of 742 stocks. The stock is up 30.6x since a tracked investor first held it at conviction size (Q1 2014 or earlier). Conviction rising: 2 more super-investors hold it than in 2026Q1.

Held through it: Christopher Davis (49q straight), William Von Mueffling (25q straight), Harry Burn (28q straight) and 12 more. All multibaggers the cohort held →

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Why super-investors own AMAT

AMAT is held by 12 super-investors in our cohort, with a combined position value of $3.4B. The highest-conviction owner is William Von Mueffling at 5.5% of their portfolio. Cohort ownership has grown from 11 to 12 over the last four quarters — net interest is rising. This quarter the cohort registered 2 new positions, 1 trimmed.

AI-synthesized from 13F filings. Not investment advice.

Cohort owners over time

2016Q3 → 2026Q2

How many of the cohort members held this stock each quarter.

Now: 12

Peak: 12

Owners (12) · click any column to sort

#↑	Manager	% Port.	History	Value	Shares
1	Chase Coleman	4.9%	10q	$1.18B	1,632,210
2	Stephen Mandel	5.3%	— 1q	$873M	1,207,737
3	Joel Greenblatt	0.4%	38q	$782M	1,080,951
4	John Armitage	3.6%	13q	$377M	521,065
5	Christopher Davis	0.3%	40q	$74M	102,521
6	William Von Mueffling	5.5%	26q	$36M	50,176
7	David Katz	2.8%	5q	$35M	48,044
8	Thomas Gayner	0.2%	5q	$26M	36,350
9	Mairs & Power Funds	0.1%	38q	$8M	11,007
10	Lee Ainslie	<0.1%	28q	$2M	2,468
11	Bill Nygren	<0.1%	8q	$1M	1,945
12	Glenn Greenberg	<0.1%	4q	$695K	961