The Insider Ledger

Weekly intelligence from public SEC filings

Nothing on this site is investment advice. It is an automated research digest of public SEC filings.

APPLIED MATLS INC (CUSIP-038222105)

Sector: semiconductors · Tracking since 2026-05-15

What am I looking at?

Everything on this page comes from public SEC filings that name this company. The cards show the automated signal score, net insider activity (open-market buys minus sells over the last 90 days), distinct insider buyers, and watchlist institutions currently holding the stock. The timeline lists each transaction row with a link to the original filing.

insider_buy / insider_sell
An officer or director traded on the open market (Form 4). Scheduled 10b5-1 plan trades are noted and treated as low-signal.
13f_new / 13f_add / 13f_trim / 13f_exit
A watchlist fund opened, increased, reduced, or closed a position between quarterly 13F reports — these become public up to 45 days after the quarter ends.
13d_filed
An investor crossed 5% ownership with activist intent (Schedule 13D).
50
Signal score
$0
Net insider value 90d
0
Insider buyers 90d
3
Watchlist holders

Watchlist holders

Analysis

Chip-equipment makers split: a clean add in Applied Materials, a mixed picture in Lam Research moderate (2026-W34)

The chip-equipment makers split this quarter. Applied Materials drew a clean add: Coatue's stake grew 25% (3.15M to 3.93M shares) and Altimeter opened a new $189.4M position. Lam Research was more mixed — Coatue trimmed 11% (5.24M to 4.64M shares) even as Altimeter and Tiger Global both opened new stakes ($170.8M and $1.37B respectively). Net new money is flowing into the equipment layer, but not uniformly across managers or names.

Filing timeline

FiledActorEventSharesValue ($)Source
2026-08-14coatue13f_new1,460,2931,055,791,839filing
2026-08-14coatue13f_new95,91469,345,822filing
2026-08-14coatue13f_new1,567,1651,133,060,295filing
2026-08-14coatue13f_new37,03626,777,028filing
2026-08-14coatue13f_new748,475541,147,425filing
2026-08-14coatue13f_new23,48016,976,040filing
2026-08-14altimeter13f_new261,950189,389,850filing
2026-05-15coatue13f_new454,604155,379,101filing
2026-05-15coatue13f_new257,90488,149,008filing
2026-05-15coatue13f_new1,567,165535,641,325filing
2026-05-15coatue13f_new58,40819,963,270filing
2026-05-15coatue13f_new752,100257,060,259filing
2026-05-15coatue13f_new62,43421,339,317filing
2026-05-15tiger-global13f_add1,656,900566,311,851filing