Applied Materials, Inc. (NASDAQ:AMAT) Q2 2026 Earnings Call Transcript
Operator: Welcome to the Applied Materials Second Quarter Fiscal 2026 Earnings Call.
Applied Materials Inc (AMAT)
Market is closed
Sector: Semiconductors & Related Devices
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Coatue Management Philippe Laffont | 5,248,202 | $1,793,782,961 | -13% | 6.17% |
| 2. | 1,864,800 | $637,369,992 | -5% | 0.1% | |
| 3. | Point72 Asset Management Steve Cohen | 1,717,122 | $586,895,128 | +260% | 0.75% |
| 4. | Tiger Global Management LLC Chase Coleman And Feroz Dewan | 1,656,900 | $566,311,851 | +86% | 2.48% |
| 5. | Cantillon Capital Management William Von Mueffling | 1,521,843 | $520,150,719 | -49% | 3.46% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $137.70 | 1,419 | $195,396.30 | 1,716,058 | 2025-04-03 | Filing | |
| $137.29 | 48,581 | $6,669,685.49 | 1,714,639 | 2025-04-03 | Filing | |
| $94.75 | 20 | $1,895.00 | 199 | 2022-06-21 | Filing | |
| $123.26 | 36 | $4,437.36 | 178 | 2022-03-08 | Filing | |
| $123.26 | 37 | $4,560.62 | 179 | 2022-03-08 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $391.71 | 2,500 | $979,275.00 | 26,089 | 2026-02-25 | Filing | |
| $377.89 | 1,511 | $570,991.79 | 28,589 | 2026-02-23 | Filing | |
| $376.49 | 2,458 | $925,412.42 | 30,100 | 2026-02-23 | Filing | |
| $379.16 | 534 | $202,471.44 | 4,625 | 2026-02-24 | Filing | |
| $361.21 | 5,000 | $1,806,062.00 | 138,565 | 2026-02-17 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 78,974,833 | $26,992,808,267 | 0.47% | |
| 2. | 51,577,799 | $17,628,775,920 | 0.43% | |
| 3. | 37,506,950 | $12,819,500,441 | 0.44% | |
| 4. | 29,455,424 | $10,066,964,986 | 1.56% | |
| 5. | 21,921,798 | $7,478,692,435 | 0.47% |
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