+2557.4%
About
A listed company
Applied Materials is held by 22 of the portfolios Follow tracks, the largest position being Coatue Management's at 4% of its book. The chart draws the held value of the share, dividends and splits counted, and carries the buys and sells of each holder on the days their filings place them.
Ondo Global Markets tokenises it as AMATon on BNB Chain, so Follow can hold it in an account only you can withdraw from.
Holders
| Portfolio | |||||
|---|---|---|---|---|---|
4% | $3B | Jun 2014 | Decreased · Jun 30 | -4.1% | |
3.7% | $873.2M | Jun 2026 | New position · Jun 30 | -16.0% | |
2.8% | $1.2B | Mar 2023 | Increased · Mar 31 | -10.2% | |
1.1% | $189.4M | Jun 2026 | New position · Jun 30 | -13.2% | |
0.6% | $885.5M | Dec 2016 | Increased · Mar 31 | +12.9% | |
0.6% | $25K | Jun 2026 | Bought · Jul 13 | +14.5% | |
0.6% | $672.5M | Dec 2021 | Decreased · Jun 30 | +9.4% | |
0.5% | $1.4B | Sep 2015 | New position · Sep 30 | +12.6% | |
0.5% | $1.6B | Mar 2016 | Increased · Jun 30 | +11.9% | |
0.5% | $210.7M | Mar 2016 | Decreased · Jun 30 | +8.6% | |
0.4% | $1.6B | — | — | +13.8% | |
0.4% | $8.2B | Sep 2021 | Decreased · Sep 30 | +14.8% | |
0.4% | $420M | Dec 2014 | Increased · Mar 31 | +12.7% | |
0.3% | $2.9M | Feb 2026 | Sold · Aug 21 | +13.2% | |
0.3% | $433.8M | Dec 2014 | Decreased · Jun 30 | +16.1% | |
0.2% | $56.9K | Sep 2019 | Sold · Dec 10 | +12.6% | |
0.1% | $97.7M | Mar 2014 | Increased · Dec 31 | +13.5% | |
0.1% | $26.3M | Jun 2025 | New position · Jun 30 | +8.7% | |
0.1% | $18.5M | Mar 2026 | New position · Mar 31 | +10.4% | |
0% | $11.3M | Mar 2017 | Closed · Dec 31 | +14.7% | |
0% | $1.8M | Sep 2016 | Decreased · Jun 30 | +15.0% | |
0% | $37.6K | Dec 2013 | Closed · Sep 30 | -10.6% |
Activity
Egerton CapitalClosed−$377m · 3.6% → 0%Sold Jul 1 – Sep 30, 2026Disclosed Oct 20, 2026
Josh GottheimerSold−$1k–$15kTraded Sep 15, 2026Disclosed Oct 7, 2026
Donald TrumpSold−$250k–$500kTraded Aug 21, 2026Disclosed Oct 6, 2026
Josh GottheimerBought+$1k–$15kTraded Aug 6, 2026Disclosed Sep 14, 2026
Donald TrumpBought+$1k–$15kTraded Jul 17, 2026Disclosed Sep 18, 2026
Jared MoskowitzBought+$1k–$15kTraded Jul 13, 2026Disclosed Aug 27, 2026
Altimeter CapitalNew position+$189m · 0% → 1.9%Bought Apr 1 – Jun 30, 2026Disclosed Aug 14, 2026
Bridgewater AssociatesDecreased−$194m · 0.9% → 0.9%Sold Apr 1 – Jun 30, 2026Disclosed Aug 14, 2026
Coatue ManagementDecreased−$748m · 6.2% → 6.3%Sold Apr 1 – Jun 30, 2026Disclosed Aug 14, 2026
Egerton CapitalNew position+$377m · 0% → 3.6%Bought Apr 1 – Jun 30, 2026Disclosed Jul 21, 2026
Ensign Peak AdvisorsDecreased−$138m · 0.7% → 1.1%Sold Apr 1 – Jun 30, 2026Disclosed Aug 14, 2026
Lone Pine CapitalNew position+$873m · 0% → 5.3%Bought Apr 1 – Jun 30, 2026Disclosed Aug 14, 2026
Maverick CapitalDecreased−$627m · 3.4% → 0%Sold Apr 1 – Jun 30, 2026Disclosed Aug 14, 2026
Point72Decreased−$808m · 0.8% → 0.5%Sold Apr 1 – Jun 30, 2026Disclosed Aug 14, 2026
Jared MoskowitzBought+$1k–$15k ×3Traded Jun 18, 2026Disclosed Jul 26, 2026
Donald TrumpBought+$15k–$50kTraded Apr 15, 2026Disclosed Jun 30, 2026
Donald TrumpSold−$250k–$500kTraded Apr 9, 2026Disclosed Jun 30, 2026
Bridgewater AssociatesIncreased+$28.1m · 0.4% → 0.9%Bought Jan 1 – Mar 31, 2026Disclosed May 15, 2026
CDPQIncreased+$142m · 0.4% → 0.7%Bought Jan 1 – Mar 31, 2026Disclosed May 14, 2026
Coatue ManagementDecreased−$252m · 3.8% → 6.2%Sold Jan 1 – Mar 31, 2026Disclosed May 15, 2026
Maverick CapitalDecreased−$89.3m · 3.1% → 3.4%Sold Jan 1 – Mar 31, 2026Disclosed May 15, 2026
Ontario Teachers' Pension PlanNew position+$11.1m · 0% → 0.3%Bought Jan 1 – Mar 31, 2026Disclosed May 11, 2026
Point72Increased+$424m · 0.1% → 0.8%Bought Jan 1 – Mar 31, 2026Disclosed May 15, 2026
Tiger GlobalIncreased+$260m · 0.8% → 2.5%Bought Jan 1 – Mar 31, 2026Disclosed May 15, 2026
Donald TrumpBought+$15k–$50kTraded Mar 25, 2026Disclosed May 13, 2026
Donald TrumpBought+$50k–$100kTraded Mar 23, 2026Disclosed May 13, 2026
Donald TrumpBought+$1k–$15kTraded Mar 23, 2026Disclosed May 13, 2026
Donald TrumpBought+$1k–$15kTraded Mar 17, 2026Disclosed May 13, 2026
Donald TrumpBought+$50k–$100kTraded Mar 12, 2026Disclosed May 13, 2026
Donald TrumpBought+$50k–$100kTraded Mar 11, 2026Disclosed May 13, 2026
Donald TrumpBought+$100k–$250kTraded Mar 2, 2026Disclosed May 13, 2026
Donald TrumpBought+$500k–$1mTraded Feb 10, 2026Disclosed May 13, 2026
CDPQIncreased+$163m · 0.1% → 0.4%Bought Oct 1 – Dec 31, 2025Disclosed Feb 17, 2026
Coatue ManagementIncreased+$677m · 1.7% → 3.8%Bought Oct 1 – Dec 31, 2025Disclosed Feb 17, 2026
Maverick CapitalNew position+$291m · 0% → 3.1%Bought Oct 1 – Dec 31, 2025Disclosed Feb 13, 2026
Soros Fund ManagementClosed−$11.4m · 0.2% → 0%Sold Oct 1 – Dec 31, 2025Disclosed Feb 13, 2026
Bridgewater AssociatesNew position+$94.9m · 0% → 0.4%Bought Jul 1 – Sep 30, 2025Disclosed Nov 13, 2025
Coatue ManagementNew position+$686m · 0% → 1.7%Bought Jul 1 – Sep 30, 2025Disclosed Nov 14, 2025
Point72Increased+$86.5m · 0% → 0.2%Bought Jul 1 – Sep 30, 2025Disclosed Nov 14, 2025
CDPQDecreased−$56.1m · 0.2% → 0.1%Sold Apr 1 – Jun 30, 2025Disclosed Aug 14, 2025
D1 CapitalClosed−$29.7m · 0.5% → 0%Sold Apr 1 – Jun 30, 2025Disclosed Aug 14, 2025
MarkelNew position+$3.02m · 0% → 0%Bought Apr 1 – Jun 30, 2025Disclosed Aug 1, 2025
−$877k · 0% → 0%Sold Apr 1 – Jun 30, 2025Disclosed Aug 8, 2025
Point72New position+$23.4m · 0% → 0%Bought Apr 1 – Jun 30, 2025Disclosed Aug 14, 2025
Renaissance TechnologiesClosed−$16.3m · 0% → 0%Sold Apr 1 – Jun 30, 2025Disclosed Aug 13, 2025
Soros Fund ManagementIncreased+$6.22m · 0.1% → 0.3%Bought Apr 1 – Jun 30, 2025Disclosed Aug 14, 2025
CDPQDecreased−$83.3m · 0.4% → 0.2%Sold Jan 1 – Mar 31, 2025Disclosed May 14, 2025
Soros Fund ManagementNew position+$7.19m · 0% → 0.1%Bought Jan 1 – Mar 31, 2025Disclosed May 15, 2025
Bridgewater AssociatesDecreased−$91.8m · 0.7% → 0%Sold Oct 1 – Dec 31, 2024Disclosed Feb 13, 2025
CDPQDecreased−$89.9m · 0.7% → 0.4%Sold Oct 1 – Dec 31, 2024Disclosed Feb 14, 2025








