Manager	As of	Value	Weight	Shares
Philippe Laffont	Q2 2026	$3.05B	6.3%	4,213,483
Steve Mandel	Q2 2026	$873.2M	5.3%	1,207,737
Brad Gerstner	Q2 2026	$189.4M	1.9%	261,950
Lee Ainslie	Q2 2026	$1.78M	0.0%	2,468

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AMAT · CUSIP 038222105

APPLIED MATERIALS INC

Identity and classification

How this was resolved

Live prices from TradingView — unrelated to the filings below.

Managers holding this security in their latest filing, biggest position first.

4 tracked managers currently hold this security

Manager	As of	Value	Weight	Shares
Philippe Laffont	Q2 2026	$3.05B	6.3%	4,213,483
Steve Mandel	Q2 2026	$873.2M	5.3%	1,207,737
Brad Gerstner	Q2 2026	$189.4M	1.9%	261,950
Lee Ainslie	Q2 2026	$1.78M	0.0%	2,468

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