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$AMAT · APPLIED MATLS INC

Semiconductor manufacturing equipment

4 tracked filer(s) hold this · 0 opened, 3 added, 0 trimmed in 31-MAR-2026

Aggregate 13FScore 55 — mean of 4 scored holder(s) · buyers (new/add) avg 53. Higher = the smart money in this name has the better track record.

Filer	13FScore	This quarter	Shares	Value	% of their book
Larry Robbins / Glenview	55	Added +52%	197,209	$67,404,064	1.7%
Bridgewater	49	Added +17%	559,918	$191,374,373	0.9%
Louis Bacon / Moore	55	Added +98%	98,793	$33,766,459	0.7%
Bill Nygren / Oakmark (Harris Associates)	62	Holds (flat)	2,200	$751,938	0.0%

Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-06-27.