Does Rallies show 13F holders for AMAT?

Yes. Rallies tracks hedge fund and 13F ownership data for AMAT, including fund names, share counts, latest tracked quarter, and position changes when available.

Is AMAT research on Rallies investment advice?

No. Rallies provides research, data, and educational context for AMAT. It does not provide personalized investment advice.

AMAT (Applied Materials) Stock Analysis - Hedge Fund Holdings

Applied Materials (AMAT) is a publicly traded Technology sector company. As of May 20, 2026, AMAT trades at $423.86 with a market cap of $328.21B and a P/E ratio of 43.13. AMAT moved +4.93% today. Year to date, AMAT is +51.34%; over the trailing twelve months it is +145.22%. Its 52-week range spans $123.74 to $448.45. Analyst consensus is strong buy with an average price target of $526.00. Rallies surfaces AMAT's financials, insider trades, hedge fund holdings, congressional trades, analyst ratings, and AI-generated research below.

Who owns AMAT stock?

Hedge funds tracked by Rallies that own AMAT include Matrix Capital, Coatue Management, Tiger Global, Jericho Capital, and Maverick Capital. The latest tracked quarter is Dec 31, 2023. Rallies shows current holdings, share counts, position changes, and 13F ownership context for Applied Materials.

AMAT Key Metrics

Key financial metrics for AMAT
Metric	Value
Price	$423.86
Market Cap	$328.21B
P/E Ratio	43.13
EPS	$9.81
Dividend Yield	0.53%
52-Week High	$448.45
52-Week Low	$123.74
Volume	5.13M
Avg Volume	0
Revenue (TTM)	$28.21B
Net Income	$7.84B
Gross Margin	48.72%

Top Hedge Funds Holding AMAT

Matrix Capital holds 7.05M shares of AMAT, changed +0.00% as of Dec 31, 2023.
Coatue Management holds 5.25M shares of AMAT, changed -56.15% as of Mar 31, 2026.
Tiger Global holds 1.66M shares of AMAT, changed +85.09% as of Mar 31, 2026.
Jericho Capital holds 904.36K shares of AMAT, changed +0.00% as of Mar 31, 2026.
Maverick Capital holds 869.94K shares of AMAT, changed -23.10% as of Mar 31, 2026.

Latest AMAT News

Lam Research Opens Salzburg Lab to Boost Chip Density and Cut Costs — May 20, 2026
Applied Materials Outpaces ASML as UBS Lifts ASML Target to €1,900 — May 20, 2026
Applied Materials Downgraded to Equal Weight with $502 Price Target — May 18, 2026
Applied Materials Reports $7.91B Q2 Revenue, Lifts Equipment Growth Outlook Over 30% — May 15, 2026
Applied Materials Order Books Swell as TSMC Plans $52–56B Capex for 2026 — May 14, 2026

Recent AMAT Insider Trades

BRUNER JUDY sold 2.50K (~$979.27K) on Feb 25, 2026.
Sanders Adam sold 534 (~$202.47K) on Feb 24, 2026.
BRUNER JUDY sold 2.46K (~$925.41K) on Feb 23, 2026.

AMAT Analyst Consensus

28 analysts cover AMAT: 0 strong buy, 28 buy, 0 hold, 0 sell, 0 strong sell. Consensus rating is strong buy. Average price target: $526.00.

Common questions about AMAT

Who owns AMAT stock?: Hedge funds tracked by Rallies that own AMAT include Matrix Capital, Coatue Management, Tiger Global, Jericho Capital, and Maverick Capital. The latest tracked quarter is Dec 31, 2023. Rallies shows current holdings, share counts, position changes, and 13F ownership context for Applied Materials.
Does Rallies show 13F holders for AMAT?: Yes. Rallies tracks hedge fund and 13F ownership data for AMAT, including fund names, share counts, latest tracked quarter, and position changes when available.
Is AMAT research on Rallies investment advice?: No. Rallies provides research, data, and educational context for AMAT. It does not provide personalized investment advice.