LONE PINE CAPITAL LLC

Position in AMAT — Applied Materials Inc /De

CIK 1061165 GREENWICH, CT

Position in AMAT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$873,193,851

New position

Shares Held

1,207,737

first reported quarter

Ownership

0.152%

of shares outstanding

% of Portfolio

5.34%

of 13F equity value

Holder Rank

#78

of 3,488 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

LONE PINE CAPITAL LLC holds $2,727,943,143 across 3 Semiconductor Equipment & Materials names. AMAT ranks #2 (32.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	569,174	$1,132,337,465
2	AMAT	Applied Materials Inc /De This page	1,207,737	$873,193,851
3	TER	Teradyne, Inc	1,493,080	$722,411,827

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$873,193,851	1,207,737	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.