Latticework
← All portfoliosLatticework shows what 76 well-known investors report to the SEC each quarter.

AMAT · Applied Materials Inc · Form 13F filings for Q2 2026

Applied Materials Inc

12 of 76 investors hold it

Together they reported $2.7 billion of it. In Q2 2026, 2 added and 3 reduced.

20 of 83 tracked investors have filed for Q3 2026 so far. The sheet and every stock page stay on Q2 2026 until most have filed, so each count is taken from one group of investors.

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Who added and who reduced

Q2 2026 against Q1 2026, among 74 filings that can be compared. An investor counts as adding or reducing when reported shares change by 20% or more, or when a position is opened or closed.

2added or opened

Stephen MandelNew positionJohn ArmitageNew position

3reduced or sold out

Lee Ainslie−99.7%William Von Mueffling−96.7%Christopher Davis−91.4%

Who holds it

InvestorShare of their portfolioReported valueThis quarter
William Von Mueffling5.45%$36M−96.7%
Stephen Mandel5.34%$873MNew position
Chase Coleman4.92%$1.18BNo change of 20%
John Armitage3.64%$377MNew position
David Katz2.82%$35MNo change of 20%
Christopher Davis0.32%$74M−91.4%
Joel Greenblatt0.23%$98MNo change of 20%
Thomas Gayner0.20%$26MNo change of 20%
Mairs & Power Funds0.07%$8MNo change of 20%
Glenn Greenberg0.02%$695KNo change of 20%
Lee Ainslie0.02%$2M−99.7%
Bill Nygren0.00%$1MNo change of 20%

Holders over time

How many of the same 76 investors reported a position at each quarter end, up to Q2 2026.

6Q3 ’24
6Q4 ’24
6Q1 ’25
10Q2 ’25
11Q3 ’25
12Q4 ’25
10Q1 ’26
12Q2 ’26

Where to next

Chase ColemanLargest holder by dollars: $1.18B →William Von MuefflingHighest conviction: 5.45% of the portfolio →All portfoliosThe biggest bets reported for Q2 2026, on one sheet →

Source: SEC Form 13F filings for Q2 2026, the quarter ended Jun 30, 2026, from the 76 investors on the homepage sheet · CUSIP 038222105 · data as of Nov 12, 2026. Weight is the share of the investor’s disclosed portfolio. Filings list long US-listed positions at quarter end. They are not live holdings, omit shorts, can be amended and give no reasons for a change.

Each investor’s filing