APPLIED MATLS INC
| Manager | % of Portfolio | Activity | Shares | Value | Period |
|---|---|---|---|---|---|
| Christopher Davis | 1.88% | Reduce 72% | 1.20M | $409.2M | Q1 2026 |
| David Katz | 1.74% | Reduce 18% | 58.5K | $20.0M | Q1 2026 |
| Thomas Gayner | 0.10% | Add 7% | 36.4K | $12.4M | Q1 2026 |
| Harry Burn | 0.00% | Sell 100% | 0 | $0 | Q1 2026 |
| Lee Ainslie | 3.12% | Buy | 1.13M | $290.7M | Q4 2025 |
| Chase Coleman | 0.77% | — | 895.2K | $230.1M | Q4 2025 |
| Andrew Adams | 0.03% | — | 11.3K | $2.9M | Q4 2025 |
| Glenn Greenberg | 0.01% | Buy | 961 | $247K | Q4 2025 |
| Gorm Thomassen | 0.00% | Sell 100% | 0 | $0 | Q4 2025 |
| Leon Cooperman | 0.01% | Add 371% | 548.0K | $100.3M | Q2 2025 |
| Glenn Welling | 0.00% | Sell 100% | 0 | $0 | Q2 2022 |