AMA
Applied Materials Inc
AMAT · Tech
Across the roster this quarter
+1 net buyers1 manager holds it
No crowd here. Whatever you think, it's your call.
New1
Added0
Held0
Trimmed0
Sold out0
Combined position
$189M
Across all holders
Average weight in book
1.9%
Largest: Gerstner at 1.9%
Average holding period
0.3 yrs
Among current holders
Who owns it
Sorted by how much of their book it is
BG
Brad Gerstner
Altimeter Capital · $189M
1.9%
NewManagers holding, last five years
Up from 0 to 1 managers. Crowding cuts both ways.
1
1
Q3'21Q2'26