ActivistsInvestorsTrumpPoliticiansSerenityCitriniBurrySemianalysisSwingTradeArbitrageSearch
By filer · By stock

$AMAT:NASDAQ · APPLIED MATLS INC

Sector: aisemi

Conviction from: NASDAQS&PCitrini

Tradable on: Bitget →

52-week range: 196.20739.67

Applied Materials makes equipment, software, and services used to manufacture semiconductor chips, displays, and other advanced electronic devices.

7 tracked filer(s) hold this · 0 opened, 1 added, 6 trimmed in 30-JUN-2026

Aggregate 13FScore 59 — mean of 7 scored holder(s) · buyers (new/add) avg 53. Higher = the smart money in this name has the better track record.

Filer13FScoreThis quarterSharesValue% of their book
Louis Bacon / Moore53Added +24%122,220$88,365,0601.3%
Larry Robbins / Glenview58Trimmed -67%65,201$47,140,3230.9%
Bridgewater56Trimmed -48%291,426$210,700,9980.9%
Steve Cohen / Point7276Trimmed -59%769,284$556,192,3320.6%
Ancora40Trimmed -21%26,601$19,232,2800.4%
Paul Tudor Jones / Tudor63Trimmed -41%292,300$211,332,9000.3%
Bill Nygren / Oakmark (Harris Associates)70Trimmed -12%1,945$1,406,2350.0%

Beyond 13F — activists, insiders, politicians & research

Congressional trades all politician trades →

11 disclosed trade(s) by 8 filer(s).

Trade dateWhoTypeAmount
2026-08-06Josh Gottheimer NJ05BUY$1,001 - $15,000PTR
2026-07-15John J Mr McGuire III VA05BUY$1,001 - $15,000PTR
2026-07-13Jared Moskowitz FL23BUY$1,001 - $15,000PTR
2026-07-10Dan Newhouse WA04SELL$1,001 - $15,000PTR
2026-06-18Jared Moskowitz FL23BUY$1,001 - $15,000PTR
2026-06-18Jared Moskowitz FL23BUY$1,001 - $15,000PTR
2026-06-18Jared Moskowitz FL23BUY$1,001 - $15,000PTR
2026-03-27Alan Armstrong senateBUY$15,001 - $50,000PTR
2026-02-27John Boozman senateSELL$1,001 - $15,000PTR
2025-12-29Markwayne Mullin senateBUY$15,001 - $50,000PTR
2024-03-08Thomas H Tuberville senateSELL$1,001 - $15,000PTR

Trump & executive branch trades all Trump/exec trades →

11 disclosed trade(s) by 1 filer(s).

Trade dateWhoTypeAmount
2026-09-22Trump, Donald J PresidentBUY$1,001 - $15,000PTR
2026-07-01Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-07-01Trump, Donald J PresidentSELL$250,001 - $500,000PTR
2026-05-14Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-05-14Trump, Donald J PresidentBUY$50,001 - $100,000PTR
2026-05-14Trump, Donald J PresidentBUY$50,001 - $100,000PTR
2026-05-14Trump, Donald J PresidentBUY$500,001 - $1,000,000PTR
2026-05-14Trump, Donald J PresidentBUY$100,001 - $250,000PTR
2026-05-14Trump, Donald J PresidentBUY$50,001 - $100,000PTR
2026-05-14Trump, Donald J PresidentBUY$1,001 - $15,000PTR
2026-05-14Trump, Donald J PresidentBUY$1,001 - $15,000PTR

Serenity (@aleabitoreddit) full tracker →

Watching · 4 mention(s), 0 personal-position post(s) · first 2026-01-24 · last 2026-08-16

“Just some TLDRs of stuff I found interesting: - $SNDK 80% adjusted gross margins projections through 2030, ~75% operating margins and ~50% adjusted FCF margins from investor day. LTAs already 2/3rd of 2028 output. Minimum contracted revenue reaches $93B (MC is currently ~$239B)... Hard to be a cyclical stock when your revenue/targets are expected to continue 4Y later into 2030. - $CRWV signs …” post →

All 4 tweet(s) mentioning this ticker
DateTweet
2026-08-16T04:50:40Just some TLDRs of stuff I found interesting: - $SNDK 80% adjusted gross margins projections through 2030, ~75% operating margins and ~50% adjusted FCF margins from investor day. LTAs already 2/3rd of 2028 output. Minimum contracted revenue reaches $93B (MC is currently ~$239B)... Hard to be a c… → · 1622 likes · 394,120 views
2026-07-02@DogUrineCapital This is pretty disgusting to see $MRVL down -11%, $AMAT down -11% to $NBIS down -18% On the bright side a lot of the higher beta/smaller names like $AAOI frontran the drop. So those are faring better https://t.co/OEyJ4YiQQr → · 143 likes · 35,851 views
2026-04-23@northyvt I feel like $TSM and OSAT/advanced packaging partners are the main beneficiaries apart from $AMD? Maybe like $AMAT, $LRCX, $KLAC, $ASML and others too? $INTC also have their own fabs that they bought back recently so it's happy. → · 68 likes · 13,096 views
2026-01-24The potential SiC (Silicon Carbide) Interposer bottleneck stack for $NVDA Rubin and Hyperscaler ASICs (if you didn't like $WOLF): Downstream SiC: $TSM - SiC for CoWoS interposers $AMKR - S-SWIFT packaging for SiC integration $ASX- VIPack platform and optical integration. SiC Midstream: $KLAC - Si… → · 231 likes · 83,464 views

Citrini Research coverage report library →

ReportDateStance
#115 — Semis Memo: Muscle Memory2026-01-26LONG

Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-09-24.