Which hedge funds own AMAT? APPLIED MATLS INC, Q2 2026 13F holders

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170 tracked hedge funds disclosed a position in AMAT (APPLIED MATLS INC) in their Q2 2026 13F filings, worth $17.0bn in total. The largest holder by portfolio weight is Abrams Bison Investments, LLC at 19.5% of its book. 38 opened a new position this quarter: Kultura Capital Management LP, CloudAlpha Capital Management Limited/Hong Kong, Q Fund Management (Hong Kong) Ltd, Talos Eurisko Asset Management LP. 30 exited: XN LP, Pinnbrook Capital Management LP, Palestra Capital Management LLC.

170
Holders: 38
New this quarter: 30
Exited this quarter: $3.4bn
Inflow, new holders: $663m
Outflow, exits: $17.0bn
Combined value: 13.7%
Share of managers holding

Holders, Q2 2026

170 rows


Abrams Bison Investments, LLC Hedge fund	19.5%	$399m	552,000	−22%	reduced
Broad Run Investment Management Long-only investor	16.4%	$107m	147,512	−0.5%	reduced
Hidden Lake Asset Management LP Hedge fund	9.6%	$14.0m	19,410	+63%	added
Styrax Capital, LP Hedge fund	9.5%	$145m	200,000	0.0%	held
Maytus Capital Management, LLC Hedge fund	7.7%	$49.2m	68,081	−32%	reduced
Kultura Capital Management LP Hedge fund	7.7%	$16.8m	23,200	–	new
Stanley Capital Management, LLC Hedge fund	7.5%	$56.2m	77,800	−21%	reduced
CloudAlpha Capital Management Limited/Hong Kong Hedge fund	6.6%	$66.8m	92,357	–	new
Coatue Management LLC Hedge fund	6.3%	$3.0bn	4.21m	−20%	reduced
Capelight Capital Asset Management LP Hedge fund	6.1%	$12.3m	17,000	−15%	reduced
Tenere Capital LLC Hedge fund	5.9%	$7.5m	10,332	−37%	reduced
Sunstone Asset Management, LP Hedge fund	5.9%	$5.5m	7,580	+1.1%	added
Analog Century Management LP Hedge fund	5.8%	$159m	219,615	−21%	reduced
Alta Park Capital, LP Hedge fund	5.6%	$60.4m	83,541	−18%	reduced
Q Fund Management (Hong Kong) Ltd Hedge fund	5.5%	$6.1m	8,400	–	new
Talos Eurisko Asset Management LP Hedge fund	5.5%	$37.3m	51,640	–	new
Cantillon Capital Management Long-only investor	5.5%	$36.3m	50,176	−97%	reduced
Lone Pine Capital LLC Hedge fund	5.3%	$873m	1.21m	–	new
WT Asset Management Ltd Hedge fund	5.3%	$269m	371,798	–	new
Cartenna Capital, LP Hedge fund	5.1%	$137m	190,000	–	new
Tiger Global Management LLC Hedge fund	4.9%	$1.2bn	1.63m	−1.5%	reduced
English Capital Management LLC Hedge fund	4.7%	$9.9m	13,719	−33%	reduced
Avanda Investment Management Pte. Ltd. Hedge fund	4.7%	$3.5m	4,840	+7.6%	added
Audent Global Asset Management, LLC Hedge fund	4.6%	$4.1m	5,727	+8.0%	added
Polymer Capital Management (HK) LTD Hedge fund	4.6%	$44.8m	61,986	+1747%	added
Nishkama Capital, LLC Hedge fund	4.4%	$39.1m	54,033	−36%	reduced
Ariose Capital Management Ltd Hedge fund	4.4%	$10.3m	14,200	–	new
Alkeon Capital Management LLC Hedge fund	4.2%	$1.1bn	1.50m	–	new
Proem Advisors LLC Hedge fund	3.7%	$18.1m	25,000	–	new
Egerton Capital (UK) LLP Hedge fund	3.6%	$377m	521,065	–	new
Zweig-DiMenna Associates LLC Hedge fund	3.6%	$39.1m	54,128	−17%	reduced
Jericho Capital Asset Management L.P. Hedge fund	3.3%	$400m	553,927	−39%	reduced
Castle Hook Partners LP Hedge fund	3.1%	$291m	401,956	−23%	reduced
Elwood Capital Partners LP Hedge fund	3.1%	$4.2m	5,851	–	new
Summit Street Capital Management, LLC Hedge fund	3.0%	$21.4m	29,589	−50%	reduced
3G Capital Partners LP Hedge fund	2.9%	$10.8m	15,000	−57%	reduced
Findlay Park Partners Long-only investor	2.7%	$201m	277,860	+77%	added
Candelo Capital Management LP Hedge fund	2.5%	$3.5m	4,800	−63%	reduced
Alight Capital Management LP Hedge fund	2.4%	$14.5m	20,000	−20%	reduced
First Manhattan Long-only investor	2.3%	$897m	1.24m	−18%	reduced
KP Management LLC Hedge fund	2.3%	$10.8m	15,000	+50%	added
Parallax Volatility Advisers, L.P. Hedge fund	2.1%	$55.6m	76,903	–	new
Moore Capital Management, LP Hedge fund	2.0%	$88.4m	122,220	+24%	added
Altimeter Capital Management, LP Hedge fund	1.9%	$189m	261,950	–	new
Benchstone Capital Management LP Hedge fund	1.9%	$15.3m	21,149	−76%	reduced
Persistent Asset Partners Ltd Hedge fund	1.8%	$5.6m	7,780	–	new
Kintegral Advisory, LLC Hedge fund	1.7%	$21.2m	29,355	0.0%	held
Senator Investment Group LP Hedge fund	1.7%	$47.0m	65,000	0.0%	held
Scientech Research LLC Hedge fund	1.7%	$2.1m	2,881	–	new
Thames Capital Management LLC Hedge fund	1.7%	$20.3m	28,138	–	new
Telemark Asset Management, LLC Hedge fund	1.6%	$21.7m	30,000	−25%	reduced
Untitled Investments LP Hedge fund	1.5%	$3.9m	5,390	0.0%	held
Sandler Capital Management Hedge fund	1.5%	$2.5m	3,472	–	new
Squarepoint Ops LLC Hedge fund	1.5%	$750m	1.04m	+216%	added
Corient IA LP Hedge fund	1.4%	$1.5m	2,030	0.0%	held
Rokos Capital Management LLP Hedge fund	1.3%	$106m	146,184	+8.2%	added
Twin Tree Management, LP Hedge fund	1.3%	$8.1m	11,241	–	new
Lowe Brockenbrough & Co Inc Hedge fund	1.2%	$28.0m	38,765	−33%	reduced
Sphera Funds Management Ltd. Hedge fund	1.1%	$8.0m	11,040	–	new
SummitTX Capital, L.P. Hedge fund	1.1%	$43.2m	59,729	−3.8%	reduced
Samlyn Capital, LLC Hedge fund	1.1%	$65.6m	90,762	–	new
Hel Ved Capital Management Ltd Hedge fund	1.1%	$7.5m	10,400	–	new
Patton Fund Management, Inc. Hedge fund	1.1%	$4.9m	6,718	−33%	reduced
Summit Partners Public Asset Management, LLC Hedge fund	1.0%	$39.8m	55,000	–	new
Cooper Creek Partners Management LLC Hedge fund	1.0%	$23.7m	32,739	−18%	reduced
Lotus Technology Management, LP Hedge fund	1.0%	$800k	885	–	new
Okabena Investment Services Inc Hedge fund	1.0%	$5.5m	7,546	0.0%	held
Teza Capital Management LLC Hedge fund	1.0%	$502k	695	–	new
Glenview Capital Management, LLC Hedge fund	0.9%	$47.1m	65,201	−67%	reduced
IFM Investors Pty Ltd Hedge fund	0.9%	$132m	182,448	+9.9%	added
Bridgewater Associates, LP Hedge fund	0.9%	$211m	291,426	−48%	reduced
111 Capital Hedge fund	0.9%	$5.0m	6,948	−23%	reduced
ABS Investment Management LLC Hedge fund	0.8%	$1.3m	1,446	–
Symmetry Investments LP Hedge fund	0.8%	$7.5m	10,434	−34%	reduced
Kinetic Partners Management, LP Hedge fund	0.8%	$31.6m	43,700	−47%	reduced
Verdad Advisers, LP Hedge fund	0.8%	$787k	1,089	−62%	reduced
Arini Capital Management Ltd Hedge fund	0.7%	$7.2m	10,000	–	new
Concentric Capital Strategies, LP Hedge fund	0.7%	$11.6m	16,023	+207%	added
Old West Investment Management, LLC Hedge fund	0.7%	$6.7m	9,200	0.0%	held
Science & Technology Partners, L.P. Hedge fund	0.7%	$4.1m	5,670	−74%	reduced
KR Capital LP Hedge fund	0.7%	$6.9m	9,510	−56%	reduced
Point72 Asset Management, L.P. Hedge fund	0.7%	$434m	599,984	−65%	reduced
Atom Investors LP Hedge fund	0.6%	$7.0m	9,715	−50%	reduced
Entropy Technologies, LP Hedge fund	0.6%	$15.4m	21,367	+1615%	added
Holocene Advisors, LP Hedge fund	0.6%	$267m	369,894	−47%	reduced
Ardmore Road Asset Management LP Hedge fund	0.6%	$10.3m	14,300	−85%	reduced
Voleon Capital Management LP Hedge fund	0.6%	$31.8m	43,986	+1733%	added
Adage Capital Partners GP, L.L.C. Hedge fund	0.6%	$410m	567,726	−15%	reduced
Walleye Capital LLC Hedge fund	0.6%	$121m	167,815	−39%	reduced
Engineers Gate Manager LP Hedge fund	0.5%	$40.1m	55,510	−36%	reduced
West Family Investments, Inc. Family office	0.5%	$1.8m	2,463	+53%	added
Stevens Capital Management LP Hedge fund	0.5%	$2.1m	2,931	+74%	added
Landscape Capital Management, L.L.C. Hedge fund	0.5%	$7.3m	10,129	−51%	reduced
Woodline Partners LP Hedge fund	0.5%	$151m	208,863	−63%	reduced
Alpha Wealth Funds, LLC Hedge fund	0.5%	$750k	1,034	+3.4%	added
Dockside LLC Hedge fund	0.5%	$1.9m	2,668	−39%	reduced
Citadel Advisors LLC Hedge fund	0.4%	$782m	1.08m	−16%	reduced
FNY Investment Advisers, LLC Hedge fund	0.4%	$1.2m	1,702	+229%	added
Night Squared LP Hedge fund	0.4%	$3.9m	5,423	−88%	reduced
Dark Forest Capital Management LP Hedge fund	0.4%	$6.5m	8,931	−31%	reduced
Pinpoint Asset Management (Singapore) Pte. Ltd. Hedge fund	0.4%	$2.0m	2,828	+282700%	added
Boothbay Fund Management, LLC Hedge fund	0.4%	$21.5m	29,687	+89%	added
Trust Asset Management LLC Hedge fund	0.4%	$6.4m	8,880	−3.0%	reduced
PARUS FINANCE (UK) Ltd Hedge fund	0.4%	$1.5m	2,035	+17%	added
Marshall Wace, LLP Hedge fund	0.4%	$419m	579,156	−48%	reduced
Catalyst Funds Management Pty Ltd Hedge fund	0.3%	$6.0m	8,320	–	new
Schonfeld Strategic Advisors LLC Hedge fund	0.3%	$62.6m	86,568	−58%	reduced
Quantbot Technologies LP Hedge fund	0.3%	$8.2m	11,373	+61%	added
Fulcrum Asset Management LLP Hedge fund	0.3%	$3.2m	4,640	−64%	reduced
Gladstone Capital Management LLP Hedge fund	0.3%	$3.2m	4,360	–	new
iSAM Funds (UK) Ltd Hedge fund	0.3%	$434k	600	−78%	reduced
CenterBook Partners LP Hedge fund	0.3%	$6.2m	8,510	−86%	reduced
Value Aligned Research Advisors, LLC Hedge fund	0.3%	$50.3m	69,591	−90%	reduced
Oak Thistle LLC Hedge fund	0.3%	$3.1m	4,238	−85%	reduced
GABELLI & Co INVESTMENT ADVISERS, INC. Hedge fund	0.3%	$2.0m	2,800	0.0%	held
Sculptor Capital LP Hedge fund	0.3%	$27.7m	38,300	−87%	reduced
Prelude Capital Management, LLC Hedge fund	0.3%	$3.9m	5,341	+51%	added
Candriam S.C.A. Hedge fund	0.3%	$62.8m	87,010	+4.2%	added
Cercano Management LLC Hedge fund	0.3%	$2.1m	2,896	0.0%	held
HighVista Strategies LLC Hedge fund	0.3%	$1.2m	1,640	–	new
Verition Fund Management LLC Hedge fund	0.3%	$36.5m	50,450	−5.9%	reduced
Seldon Capital LP Hedge fund	0.3%	$813k	1,125	0.0%	held
Sirios Capital Management L P Hedge fund	0.2%	$1.9m	2,631	−73%	reduced
Balyasny Asset Management L.P. Hedge fund	0.2%	$120m	166,354	−79%	reduced
Lighthouse Investment Partners, LLC Hedge fund	0.2%	$6.9m	9,539	−20%	reduced
Qube Research & Technologies Ltd Hedge fund	0.2%	$190m	262,975	−67%	reduced
Hillsdale Investment Management Inc. Hedge fund	0.2%	$9.2m	12,730	−15%	reduced
AQR Capital Management LLC Hedge fund	0.2%	$592m	818,832	+67%	added
Markel Group Investment holding company	0.2%	$26.3m	36,350	0.0%	held
Cohen Klingenstein LLC Hedge fund	0.2%	$6.9m	9,600	0.0%	held
ExodusPoint Capital Management, LP Hedge fund	0.2%	$21.3m	29,399	−66%	reduced
Alyeska Investment Group, L.P. Hedge fund	0.2%	$75.7m	104,742	–	new
Centiva Capital, LP Hedge fund	0.2%	$5.8m	7,999	+82%	added
D. E. Shaw & Co., Inc. Hedge fund	0.2%	$287m	396,944	−61%	reduced
Caxton Associates LLP Hedge fund	0.2%	$9.4m	12,959	+146%	added
CVA Family Office, LLC Family office	0.2%	$1.9m	2,566	+0.7%	added
Jupiter Asset Management Ltd Hedge fund	0.2%	$31.5m	43,618	−67%	reduced
Millennium Management LLC Hedge fund	0.2%	$231m	319,450	−64%	reduced
Armistice Capital, LLC Hedge fund	0.1%	$5.1m	7,084	−57%	reduced
Greenland Capital Management LP Hedge fund	0.1%	$683k	944	−82%	reduced
Sona Asset Management (US) LLC Hedge fund	0.1%	$3.5m	4,777	–	new
Capital Fund Management S.A. Hedge fund	0.1%	$17.2m	23,830	−82%	reduced
J. Goldman & Co LP Hedge fund	0.1%	$3.5m	4,843	+135%	added
TT International Asset Management LTD Hedge fund	0.1%	$955k	1,467	–	new
QVT Financial LP Hedge fund	0.1%	$1.8m	2,550	−22%	reduced
Tobam Hedge fund	0.1%	$467k	646	+192%	added
X-Square Capital, LLC Hedge fund	0.1%	$434k	600	0.0%	held
Alpine Woods Capital Investors, LLC Hedge fund	0.10%	$443k	613	−10%	reduced
Brevan Howard Capital Management LP Hedge fund	0.10%	$7.1m	9,822	−70%	reduced
Greenwoods Asset Management Hong Kong Ltd. Hedge fund	0.08%	$1.8m	2,520	–	new
Graham Capital Management, L.P. Hedge fund	0.08%	$3.0m	4,210	−58%	reduced
Polar Capital Holdings Plc Hedge fund	0.06%	$19.5m	26,999	−26%	reduced
Edgestream Partners, L.P. Hedge fund	0.05%	$1.8m	2,551	–	new
Capstone Investment Advisors, LLC Hedge fund	0.03%	$4.8m	6,676	+324%	added
CastleKnight Management LP Hedge fund	0.03%	$795k	1,100	−78%	reduced
Quarry LP Hedge fund	0.03%	$170k	235	−78%	reduced
Tairen Capital Ltd Hedge fund	0.03%	$289k	400	−100%	reduced
BTG Pactual Asset Management US LLC Hedge fund	0.02%	$273k	378	–	new
Two Sigma Investments, LP Hedge fund	0.02%	$21.5m	29,763	−93%	reduced
Maverick Capital Ltd Hedge fund	0.02%	$1.8m	2,468	−100%	reduced
Brave Warrior Advisors (Glenn Greenberg) Long-only investor	0.02%	$695k	961	0.0%	held
Magnetar Financial LLC Hedge fund	0.01%	$1.1m	1,547	−63%	reduced
Glynn Capital Management LLC Hedge fund	0.01%	$36.1k	50	0.0%	held
Polar Asset Management Partners Inc. Hedge fund	0.01%	$401k	555	−98%	reduced
Freestone Grove Partners LP Hedge fund	0.0%	$479k	663	−98%	reduced
Elequin Capital, LP Hedge fund	0.0%	$76.6k	106	–	new
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd Hedge fund	0.0%	$1.4k	2	−80%	reduced
Pin Oak Investment Advisors Inc Hedge fund	0.0%	$3.0k	4	–	new
Arrowstreet Capital, Limited Partnership Hedge fund	0.0%	$4.4m	6,068	−94%	reduced
Baillie Gifford Long-only investor	0.0%	$37.6k	52	–	new

Exited since the previous filing

30 rows


XN LP	6.1%	$165m
Pinnbrook Capital Management LP	4.1%	$5.0m
Palestra Capital Management LLC	3.8%	$97.9m
Connective Capital Management, LLC	3.5%	$4.2m
Seven Grand Managers, LLC	3.4%	$51.3m
Contour Asset Management LLC	1.6%	$48.3m
Ardsley Advisory Partners LP	1.3%	$8.5m
Junto Capital Management LP	1.2%	$57.9m
Sender Co & Partners, Inc.	1.1%	$1.5m
FORA Capital, LLC	1.0%	$13.0m
Waratah Capital Advisors Ltd.	0.9%	$10.5m
Cinctive Capital Management LP	0.9%	$13.5m
Occudo Quantitative Strategies LP	0.8%	$14.7m
Laurion Capital Management LP	0.8%	$8.0m
Trivest Advisors Ltd	0.7%	$10.2m
Steadfast Capital Management LP	0.5%	$13.0m
Tudor Investment Corp ET AL	0.5%	$89.7m
Twinbeech Capital LP	0.5%	$4.4m
Alphadyne Asset Management LP	0.3%	$2.7m
Wexford Capital LP	0.3%	$1.8m
Qsemble Capital Management, LP	0.3%	$3.9m
Mirabella Financial Services LLP	0.3%	$3.0m
Jain Global LLC	0.2%	$19.3m
Y-Intercept (Hong Kong) Ltd	0.2%	$8.9m
Game Creek Capital, LP	0.1%	$291k
Militia Capital Management LLC	0.07%	$295k
Gsa Capital Partners LLP	0.07%	$1.1m
Fox Run Management, L.L.C.	0.05%	$292k
Hudson Bay Capital Management LP	0.02%	$4.0m
Weiss Asset Management LP	0.01%	$697k

Who discovered AMAT first? Beta

The run: Q2 2025 → Q2 2026, +295%

Weight in book of

22 rows


Analog Century Management LP high conviction	Bought before the run	Q3 2025	3.5%	3.8%	8.9%	+150%	+253%	+13.3 pts	Held at last filing, Q2 2026
Value Aligned Research Advisors, LLC high conviction	Bought before the run	Q3 2025	1.2%	0.9%	13.3%	+150%	+253%	+11.1 pts	Held at last filing, Q2 2026
Coatue Management LLC high conviction	Bought before the run	Q3 2025	1.7%	–	6.3%	+150%	+253%	+9.4 pts	Held at last filing, Q2 2026
Alta Park Capital, LP high conviction	Bought before the run	Q3 2025	2.8%	–	5.6%	+150%	+253%	+8.2 pts	Held at last filing, Q2 2026
English Capital Management LLC	Bought before the run	Q2 2025	2.5%	2.5%	4.7%	+295%	+295%	+6.7 pts	Held at last filing, Q2 2026
Benchstone Capital Management LP	Bought before the run	Q3 2025	2.4%	–	3.4%	+150%	+253%	+4.9 pts	Held at last filing, Q2 2026
Alight Capital Management LP	Bought before the run	Q3 2025	2.4%	–	2.5%	+150%	+253%	+4.5 pts	Held at last filing, Q2 2026
Night Squared LP	Bought before the run	Q3 2025	1.9%	–	2.3%	+150%	+253%	+3.8 pts	Held at last filing, Q2 2026
Debussy Capital Management LP	Bought before the run	Q4 2024	2.9%	2.7%	3.9%	+58%	+110%	+2.4 pts	Held at last filing, Q1 2026
First Manhattan	Bought before the run	Q2 2024	1.3%	1.5%	2.3%	−22%	+206%	+2.3 pts	Held at last filing, Q2 2026
RDST Capital LLC high conviction	Bought before the run	Q4 2024	4.1%	7.0%	7.0%	+58%	+26%	+2.2 pts	Exited by Q4 2025
Lowe Brockenbrough & Co Inc	Bought before the run	Q2 2024	1.1%	0.6%	1.2%	−22%	+206%	+1.9 pts	Held at last filing, Q2 2026
Findlay Park Partners	Bought before the run	Q2 2025	1.1%	1.1%	2.7%	+295%	+295%	+1.5 pts	Held at last filing, Q2 2026
Talos Eurisko Asset Management LP high conviction	Bought before the run	Q3 2025	5.5%	–	7.1%	+150%	+253%	+1.4 pts	Held at last filing, Q2 2026
Sirios Capital Management L P	Bought before the run	Q3 2025	2.2%	–	2.2%	+150%	+253%	+1.2 pts	Held at last filing, Q2 2026
Junto Capital Management LP	Bought before the run	Q3 2025	1.1%	–	1.9%	+150%	+67%	+0.9 pts	Exited by Q2 2026
Tenzing Global Management, LLC high conviction	Bought before the run	Q2 2025	4.3%	4.3%	5.8%	+295%	+12%	+0.5 pts	Exited by Q4 2025
Alkeon Capital Management LLC	Bought before the run	Q2 2024	1.2%	0.04%	5.0%	−22%	+206%	+0.4 pts	Held at last filing, Q2 2026
Twin Tree Management, LP	Bought before the run	Q2 2024	1.5%	0.7%	1.9%	−22%	+206%	+0.2 pts	Held at last filing, Q2 2026
Quantitative Investment Management, LLC	Bought before the run	Q3 2025	1.9%	–	1.9%	+150%	–	0.0 pts	Exited by Q4 2025
FengHe Fund Management Pte. Ltd.	Bought before the run	Q3 2025	1.8%	–	1.8%	+150%	–	–	Exited by Q4 2025
Meridiem Capital Partners LP	Bought before the run	Q2 2025	1.8%	1.8%	3.9%	+295%	+40%	–	Exited by Q1 2026

Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.

Which hedge funds own AMAT? APPLIED MATLS INC, Q2 2026 13F holders

Holders, Q2 2026

Exited since the previous filing

Ownership over time

Who discovered AMAT first? Beta