AMAT · Technology
Applied Matls Inc
68/100
Smart-money confidence1 of 3 sources positive
Above average interest
No standout activity across the feeds we track.
What this band has actually done: stocks scoring 45–65 beat the S&P 500 over the next three months 46.4% of the time, across 11,720 cases since 2015. That is below a coin flip — and so is every other band, because the median stock loses to a cap-weighted index. How we measured this
Hedge funds
90
Congress
No data
Insiders
No data
Cross-source blend of hedge-fund breadth, Congress trades, and insider Form 4s. ·
how the score works
Market cap
$420.1B
Industry
Semiconductor Equipment & Materials
Sector
Technology
Exchange
NasdaqGS
About APPLIED MATLS INC
Applied Materials, Inc. provides materials engineering solutions, equipment, services, and software to the semiconductor and related industries in the United States, China, Korea, Taiwan, Japan, Southeast Asia, Europe, and internationally. The company operates through Semiconductor Systems and Applied Global Services (AGS) segments. The Semiconductor Systems segment includes semiconductor capital equipment to enable materials engineering steps, including etch, rapid thermal processing, deposition, chemical mechanical planarization, metrology and inspection, wafer packaging, and ion…
Who's behind the signal
Every informed buyer we can see on AMAT, across all three feeds.
Hedge funds · 17
Lone Pine Capital (Mandel)
New position
Alkeon Capital Management
New position
Altimeter Capital (Gerstner)
New position
Baillie Gifford & Co
New position
AQR Capital Management
Increased +67%
Coatue Management
Decreased −20%
+11 more in the full breakdown below ↓
Congress · 21
John J. McGuire III
bought
Jared Moskowitz
bought
Dan Newhouse
sold
Alan Armstrong
bought
John Boozman
sold
Markwayne Mullin
bought
Lisa C. McClain
sold
Angus S. King, Jr.
bought
+13 more in the full record below ↓
Insiders
No significant Form 4 insider activity in the window.
Congressional trades · 50 on record
Disclosures from 2021-04-19 to 2026-07-15
| Trade date | Member | Chamber | Action | Amount |
|---|---|---|---|---|
| 2026-07-15 | John J. McGuire III · R-VA | House | Bought | $1,001 - $15,000 |
| 2026-07-13 | Jared Moskowitz · D-FL | House | Bought | $1,001 - $15,000 |
| 2026-07-10 | Dan Newhouse · R-WA | House | Sold | $1,001 - $15,000 |
| 2026-06-18 | Jared Moskowitz · D-FL | House | Bought | $1,001 - $15,000 |
| 2026-03-27 | Alan Armstrong · R-OK | Senate | Bought | $15,001 - $50,000 |
| 2026-02-27 | John Boozman · R-AR | Senate | Sold | $1,001 - $15,000 |
| 2025-12-29 | Markwayne Mullin · R-OK | Senate | Bought | $15,001 - $50,000 |
| 2025-08-18 | Dan Newhouse · R-WA | House | Bought | $1,001 - $15,000 |
| 2025-08-04 | Lisa C. McClain · R-MI | House | Sold | $1,001 - $15,000 |
| 2025-07-22 | Lisa C. McClain · R-MI | House | Bought | $1,001 - $15,000 |
Show the other 40
| Trade date | Member | Chamber | Action | Amount |
|---|---|---|---|---|
| 2025-07-21 | Angus S. King, Jr. · I-ME | Senate | Bought | $1,001 - $15,000 |
| 2025-06-06 | Marjorie Taylor Greene · R-GA | House | Bought | $1,001 - $15,000 |
| 2025-05-13 | Markwayne Mullin · R-OK | Senate | Bought | $15,001 - $50,000 |
| 2025-05-12 | Jefferson Shreve · R-IN | House | Sold | $50,001 - $100,000 |
| 2025-05-08 | Jefferson Shreve · R-IN | House | Sold | $50,001 - $100,000 |
| 2025-05-05 | Marjorie Taylor Greene · R-GA | House | Bought | $1,001 - $15,000 |
| 2025-04-17 | Jefferson Shreve · R-IN | House | Bought | $50,001 - $100,000 |
| 2025-04-16 | John Boozman · R-AR | Senate | Sold | $1,001 - $15,000 |
| 2025-04-11 | Jefferson Shreve · R-IN | House | Bought | $15,001 - $50,000 |
| 2025-04-09 | Marjorie Taylor Greene · R-GA | House | Bought | $1,001 - $15,000 |
| 2025-04-08 | Robert P. Bresnahan, Jr. · R-PA | House | Sold | $1,001 - $15,000 |
| 2025-04-08 | Markwayne Mullin · R-OK | Senate | Sold | $50,001 - $100,000 |
| 2025-03-19 | John Boozman · R-AR | Senate | Bought | $1,001 - $15,000 |
| 2025-03-17 | Marjorie Taylor Greene · R-GA | House | Bought | $1,001 - $15,000 |
| 2025-03-13 | Jefferson Shreve · R-IN | House | Bought | $15,001 - $50,000 |
| 2025-01-22 | Ashley Moody · R-FL | Senate | Bought | $100,001 - $250,000 |
| 2024-12-24 | Marjorie Taylor Greene · R-GA | House | Bought | $1,001 - $15,000 |
| 2024-12-23 | John Boozman · R-AR | Senate | Sold | $1,001 - $15,000 |
| 2024-11-27 | Jonathan L. Jackson · D-IL | House | Sold | $15,001 - $50,000 |
| 2024-11-20 | Marjorie Taylor Greene · R-GA | House | Bought | $1,001 - $15,000 |
| 2024-10-04 | Marjorie Taylor Greene · R-GA | House | Bought | $1,001 - $15,000 |
| 2024-09-04 | John James · R-MI | House | Sold | $1,001 - $15,000 |
| 2024-07-23 | Marjorie Taylor Greene · R-GA | House | Bought | $1,001 - $15,000 |
| 2024-03-13 | Jonathan L. Jackson · D-IL | House | Bought | $50,001 - $100,000 |
| 2024-03-08 | Tommy Tuberville · R-AL | Senate | Sold | $1,001 - $15,000 |
| 2024-01-02 | Markwayne Mullin · R-OK | Senate | Bought | $15,001 - $50,000 |
| 2023-12-04 | John R. Curtis · R-UT | House | Sold | $1,001 - $15,000 |
| 2023-11-10 | John James · R-MI | House | Bought | $1,001 - $15,000 |
| 2023-10-24 | Greg Stanton · D-AZ | House | Sold | $1,001 - $15,000 |
| 2023-09-26 | Greg Stanton · D-AZ | House | Bought | $1,001 - $15,000 |
| 2023-06-21 | John R. Curtis · R-UT | House | Sold | $1,001 - $15,000 |
| 2022-10-12 | Kathy E. Manning · D-NC | House | Bought | $1,001 - $15,000 |
| 2022-08-25 | Zoe Lofgren · D-CA | House | Sold | $1,001 - $15,000 |
| 2021-09-30 | Zoe Lofgren · D-CA | House | Bought | $1,001 - $15,000 |
| 2021-08-31 | Marjorie Taylor Greene · R-GA | House | Bought | $1,001 - $15,000 |
| 2021-08-09 | Zoe Lofgren · D-CA | House | Bought | $15,001 - $50,000 |
| 2021-06-22 | John R. Curtis · R-UT | House | Sold | $1,001 - $15,000 |
| 2021-06-16 | Marjorie Taylor Greene · R-GA | House | Bought | $1,001 - $15,000 |
| 2021-04-27 | Deborah K. Ross · D-NC | House | Bought | $1,001 - $15,000 |
| 2021-04-19 | Pat Fallon · R-TX | House | Sold | $50,001 - $100,000 |
Not a model pick — but on our radar.
APPLIED MATLS INC isn't in the top-10 model right now, but 17 tracked investors hold it. Everything below is real signal from public filings — treat this as a watch candidate, not a conviction call.
17
Investors
4
New positions
1
Increasing
10
Decreasing
2
Unchanged
Price History
Loading price data...
A member of Congress bought
A member sold
Return:
High:
Low:
Markers sit on the transaction date the member disclosed, snapped to the nearest close on the chart. They are not the date the public found out — that came later, and the gap is its own page. Every marker is listed by name in the table above.
Who's Holding This Stock
Position sizes and recent activity from tracked institutional investors
Trust weight: 1.4×
% of portfolio
5.3%
Position change
NEW
5.3% of Lone Pine Capital's portfolio
Trust weight: 1.2×
% of portfolio
4.2%
Position change
NEW
4.2% of Alkeon Capital Management's portfolio
Trust weight: 1.3×
% of portfolio
1.9%
Position change
NEW
1.9% of Altimeter Capital's portfolio
Trust weight: 1.4×
% of portfolio
0.0%
Position change
NEW
0.0% of Baillie Gifford & Co's portfolio
Trust weight: 1.0×
% of portfolio
0.2%
Position change
+67%
0.2% of AQR Capital Management's portfolio
Trust weight: 1.4×
% of portfolio
6.3%
Position change
−20%
6.3% of Coatue Management's portfolio
Trust weight: 1.4×
% of portfolio
4.9%
Position change
—
4.9% of Tiger Global Management's portfolio
Trust weight: 1.2×
% of portfolio
0.9%
Position change
−67%
0.9% of Glenview Capital Mgmt's portfolio
Trust weight: 1.3×
% of portfolio
0.9%
Position change
−48%
0.9% of Bridgewater Associates's portfolio
Trust weight: 1.1×
% of portfolio
0.7%
Position change
−65%
0.7% of Point72's portfolio
Trust weight: 1.0×
% of portfolio
0.5%
Position change
−16%
0.5% of Citadel Advisors's portfolio
Trust weight: 1.1×
% of portfolio
0.3%
Position change
−91%
0.3% of Davis Selected Advisers's portfolio
Trust weight: 1.1×
% of portfolio
0.2%
Position change
−16%
0.2% of Gotham Asset Mgmt's portfolio
Trust weight: 1.4×
% of portfolio
0.2%
Position change
—
0.2% of Markel Group's portfolio
Trust weight: 1.0×
% of portfolio
0.2%
Position change
−61%
0.2% of D.E. Shaw & Co's portfolio
Trust weight: 1.0×
% of portfolio
0.2%
Position change
−64%
0.2% of Millennium Management's portfolio
Trust weight: 1.2×
% of portfolio
0.0%
Position change
−100%
0.0% of Maverick Capital's portfolio
Portfolio Allocation
How much of each investor's portfolio is allocated to APPLIED MATLS INC
Insider Trading (Form 4)
Recent trades by company officers and directors — filed within 2 days of each trade
Neutral
Sentiment
0
Buys
4
Sells
| Date | Insider | Title | Action | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 2026-09-08 | BRUNER JUDY | Insider | SELL | 1,000 | $465.00 | $465,000 |
| 2026-08-25 | Hill Brice | Insider | SELL | 7,500 | $479.25 | $3,594,376 |
| 2026-06-30 | DICKERSON GARY E | Insider | SELL | 30 | $736.05 | $22,082 |
| 2026-06-30 | DICKERSON GARY E | Insider | SELL | 19,970 | $735.22 | $14,682,343 |
⚠ Disclaimer: This page is for informational purposes only. Holdings data from SEC EDGAR 13F filings, delayed up to 135 days. Not a recommendation to buy or sell APPLIED MATLS INC or any security.
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