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Welche Superinvestoren halten Applied Matls?

Im 2. Quartal 2026 halten 16 der von uns beobachteten Superinvestoren die Applied Matls Aktie (AMAT). Die größten Positionen haben Philippe Laffont, Capital World Investors und Chase Coleman.

Im 2. Quartal 2026: Gekauft bzw. aufgestockt haben Capital World Investors, Stephen Mandel, John Armitage und Ken Fisher. Verkauft bzw. reduziert haben Philippe Laffont, Chase Coleman, Abrams Bison Investments, Ray Dalio und Christopher Davis und 5 weitere.

Applied Matls: Käufe und Verkäufe der letzten 5 Jahre

AktieApplied Matls Inc (AMAT)
SektorTechnologie
Letzter Kurs$474,25 (24.09.2026)
Q2 2026 · Halter16
Q2 2026 · Käufer / Verkäufer4 / 10
Meldungen für Q2 202691 Investoren
BUY Bestand erhöht (inkl. Neueinstieg)SOLD Bestand verringert (inkl. Ausstieg)– gehalten, unverändert· kein Filing im QuartalBasis: Veränderung der Aktienanzahl zum letzten gemeldeten Quartal
InvestorQ22026▲4▼10Q12026▲3▼10Q42025▲7▼7Q32025▲8▼5Q22025▲6▼7Q12025▲3▼5Q42024▲5▼2Q32024▲4▼6Q22024▲5▼6Q12024▲1▼8Q42023▲4▼7Q32023▲4▼7Q22023▲5▼6Q12023▲5▼5Q42022▲4▼8Q32022▲4▼8Q22022▲6▼6Q12022▲6▼3Q42021▲5▼4Q32021▲3▼3
COCoatue Management LLC (Philippe Laffont)
SOLDSOLDBUYBUYSOLDSOLDSOLDBUYBUYBUYBUYSOLDBUY
CACapital World Investors
BUYSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUYSOLDSOLDBUYBUYSOLDBUYSOLDSOLDBUYBUYBUY
TITiger Global Management LLC (Chase Coleman)
SOLDBUY––––––BUYSOLDBUY
LOLone Pine Capital LLC (Stephen Mandel)
BUY
ABAbrams Bison Investments, LLC
SOLDSOLDSOLDBUY––BUYBUYSOLD–SOLD–––SOLD–BUY–SOLD–
EGEgerton Capital (UK) LLP (John Armitage)
BUYSOLDSOLDBUYSOLDBUYBUYBUY
FIFisher Asset Management, LLC (Ken Fisher)
BUYSOLDBUYSOLDSOLDSOLDBUYBUYSOLDSOLDBUYBUYBUYBUYSOLDBUYBUYBUYBUYBUY
BRBridgewater Associates, LP (Ray Dalio)
SOLDBUYBUYBUYSOLDSOLDSOLDBUYSOLDBUYBUYBUYSOLDBUYSOLDSOLDSOLDBUYSOLD
DADavis Selected Advisers, LP (Christopher Davis)
SOLDSOLDSOLDBUYSOLDBUYBUYSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLD
CACantillon Capital Management LLC (William Von Mueffling)
SOLDSOLDBUYSOLDSOLDSOLDBUYSOLDSOLDSOLDSOLDSOLDBUYSOLDSOLDSOLDSOLDBUYSOLDSOLD
MAMatrix Asset Advisors Inc /NY (David Katz)
SOLDSOLDSOLDBUYBUY
MAMarkel Group Inc. (Thomas Gayner)
–BUYBUYBUYBUY
MAMairs & Power Inc
SOLD–––BUYSOLD–––––SOLDBUY–SOLDBUYSOLDBUYSOLD–
MAMaverick Capital, L.P.
SOLDSOLDBUYSOLDBUYSOLDBUYSOLDSOLDSOLDBUYSOLDSOLDSOLDBUYBUY
HAHarris Associates L.P. / Oakmark Funds (Bill Nygren)
SOLD–––BUY
BRBrave Warrior Advisors, LLC (Glenn Greenberg)
––BUYSOLDBUY
SOSound Shore Management Inc /CT/ (Harry Burn)
SOLDSOLDBUYBUYSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUY
TOTorray LLC
SOLD–SOLDSOLD––BUYSOLDSOLDBUY–––BUYSOLDBUY–BUY
PZPzena Investment Management LLC (Richard Pzena)
SOLDBUY
SOSoros Fund Management LLC (George Soros)
SOLDSOLDBUYBUY
D1D1 Capital Partners L.P. (Daniel Sundheim)
SOLDBUYBUY
HIHillhouse Capital Advisors, Ltd. (Hillhouse Capital)
SOLDBUY
BIBill & Melinda Gates Foundation Trust
SOLDBUY
TCTCI Fund Management Ltd (Chris Hohn)
SOLDBUY

Was kaufen die Superinvestoren gerade?

Alpha-Portfolio Heatmap

Netto-Käufe (Δ Aktien × Kurs) | Q2 2026 vs. Q1 2026 | Basis: 90 Investoren mit beiden Meldungen | TOP 50 Aktien/ETFs

Lade Live-Daten...

Gewichtungs-Rangliste (Top 50)

1. SPCX — Space Exploration Techn Corp +52,97 Mrd. $
2. KLAC — Kla Corp +12,79 Mrd. $
3. BKNG — Booking Holdings Inc +9,37 Mrd. $
4. GOOG — Alphabet Inc +7,27 Mrd. $
5. GOOGL — Google Inc +7,17 Mrd. $
6. GEV — Ge Vernova Inc +5,17 Mrd. $
7. GE — Ge Aerospace +4,53 Mrd. $
8. CVNA — Carvana Co +3,95 Mrd. $
9. CBRS — Cerebras Systems Inc +3,31 Mrd. $
10. AAPL — Apple Inc +3,06 Mrd. $
11. WDC — Western Digital Corp +2,88 Mrd. $
12. AMZN — Amazon Com Inc +2,47 Mrd. $
13. APP — Applovin Corp +2,18 Mrd. $
14. UNH — Unitedhealth Group Inc +2,07 Mrd. $
15. GOOGM — Alphabet Inc +1,97 Mrd. $
16. MS — Morgan Stanley +1,90 Mrd. $
17. PANW — Palo Alto Networks Inc +1,89 Mrd. $
18. JNJ — Johnson & Johnson +1,81 Mrd. $
19. WELL — Welltower Inc +1,66 Mrd. $
20. CSCO — Cisco Sys Inc +1,64 Mrd. $
21. V — Visa Inc +1,59 Mrd. $
22. STX — Seagate Technology Hldngs Pl +1,54 Mrd. $
23. DAL — Delta Air Lines Inc +1,54 Mrd. $
24. ROP — Roper Technologies Inc +1,54 Mrd. $
25. MRK — Merck & Co. Inc +1,53 Mrd. $
26. ARM — Arm Holdings Plc +1,53 Mrd. $
27. GOOGN — Alphabet Inc +1,35 Mrd. $
28. TSLA — Tesla Inc +1,33 Mrd. $
29. AKAM — Akamai Technologies Inc +1,32 Mrd. $
30. IEF — Ishares Tr +1,32 Mrd. $
31. CCL — Carnival Corp Ltd +1,29 Mrd. $
32. RKT — Rocket Cos Inc +1,28 Mrd. $
33. FDXF — Fedex Fght Hldg Co Inc +1,27 Mrd. $
34. NBIS — Nebius Group N.V. +1,22 Mrd. $
35. HUT — Hut 8 Corp +1,21 Mrd. $
36. DASH — Doordash Inc +1,19 Mrd. $
37. PG — Procter & Gamble Co +1,18 Mrd. $
38. FPS — Forgent Power Solutions Inc +1,18 Mrd. $
39. DVN — Devon Energy Corp New +1,12 Mrd. $
40. BDX — Becton Dickinson & Co +1,09 Mrd. $
41. TMO — Thermo Fisher Scientific Inc +1,04 Mrd. $
42. VMC — Vulcan Matls Co +956 Mio. $
43. FSLR — First Solar Inc +955 Mio. $
44. META — Meta Platforms Inc +948 Mio. $
45. ABBV — Abbvie Inc +934 Mio. $
46. FANG — Diamondback Energy Inc +906 Mio. $
47. NKE — Nike Inc +873 Mio. $
48. TTMI — Ttm Technologies Inc +844 Mio. $
49. BRK-B — Berkshire Hathaway Inc Del +838 Mio. $
50. FIS — Fidelity Natl Information Sv +820 Mio. $

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