APPLIED MATLS INC
Quarter 2026Q2 · CUSIP 038222105
Size · Holdings
$38.3B
#21 · 23 Holders
Total market value held across tracked managers.
Force · Net Flow
$1.0B
#219 · estimated
This quarter's net buying (est. Σ share change × current price).
Consensus · Breadth
-6
7▲ 13▼ · 4 New
Net-buying groups minus net-selling groups (related filers count once).
Who's adding
norges+$8.2B
citadel+$1.6B
lone_pine+$873M
egerton+$377M
aqr+$237M
altimeter+$189M
fisher+$13M
Who's trimming
harris_oakmark-$184K
gamco-$4M
gotham-$18M
bridgewater-$194M
two_sigma-$296M
millennium-$311M
marshall_wace-$337M
maverick-$627M
coatue-$748M
davis-$791M
point72-$805M
cantillon-$1.1B
capital_group-$5.3B
Compiled from public SEC 13F-HR filings for a sample of 64 tracked institutions — NOT the whole market. 13F covers long US-listed equity only (no shorts, derivatives, or non-US holdings) and lags ~45 days. Net flow is estimated from share changes × current-quarter price. Institutional-behavior observation, not investment advice.