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$AMAT:NASDAQ · APPLIED MATLS INC

Sector: aisemi

Conviction from: NASDAQS&PCitrini

Tradable on: Bitget →

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

4 tracked filer(s) hold this · 0 opened, 3 added, 0 trimmed in 31-MAR-2026

Aggregate 13FScore 59 — mean of 4 scored holder(s) · buyers (new/add) avg 56. Higher = the smart money in this name has the better track record.

Filer13FScoreThis quarterSharesValue% of their book
Larry Robbins / Glenview58Added +52%197,209$67,404,0641.7%
Bridgewater55Added +17%559,918$191,374,3730.9%
Louis Bacon / Moore56Added +98%98,793$33,766,4590.7%
Bill Nygren / Oakmark (Harris Associates)68Holds (flat)2,200$751,9380.0%

Beyond 13F — activists, insiders, politicians & research

Congressional trades all politician trades →

4 disclosed trade(s) by 4 filer(s).

Trade dateWhoTypeAmount
2026-07-10Dan Newhouse WA04SELL$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

Trump & executive branch trades all Trump/exec trades →

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

Trade dateWhoTypeAmount
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 · 3 mention(s), 0 personal-position post(s) · first 2026-01-24 · last 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” post →

All 3 tweet(s) mentioning this ticker
DateTweet
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 2026-07-20.