COATUE MANAGEMENT LLC

Position in AMAT — Applied Materials Inc /De

CIK 1135730 New York, NY

Position in AMAT

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$1,793,782,959

+$255,869,482 QoQ

Shares Held

5,248,202

-12.3% QoQ

Ownership

0.661%

of shares outstanding

% of Portfolio

6.29%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

10 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

COATUE MANAGEMENT LLC holds $4,595,118,986 across 3 Semiconductor Equipment & Materials names. AMAT ranks #2 (39.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	10,043,505	$2,145,895,275
2	AMAT	Applied Materials Inc /De This page	5,248,202	$1,793,782,959
3	ASML	Asml Holding NV	496,234	$655,440,752

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,793,782,959	5,248,202	-12.3%	Shares	Defined	2026-05-15
2025-12-31	$1,537,913,477	5,984,332	+78.7%	Shares	Defined	2026-05-15
2025-09-30	$685,684,085	3,349,048	+131.5%	Shares	Defined	2025-11-14
2023-12-31	$234,483,199	1,446,802	-1.5%	Shares	Defined	2024-02-14
2023-09-30	$203,371,280	1,468,915	-32.1%	Shares	Defined	2023-11-14
2023-06-30	$312,579,890	2,162,584	+4.4%	Shares	Sole	2023-08-14
2023-03-31	$254,551,662	2,072,390	+176.1%	Shares	Defined	2023-05-15
2022-12-31	$73,104,236	750,711	+45.2%	Shares	Defined	2023-02-14
2022-09-30	$42,367,149	517,114	-72.6%	Shares	Defined	2022-11-14
2021-12-31	$297,283,725	1,889,195	—	Shares	Defined	2022-02-14
No filing history on record for this holder in this stock.