LongAMATJun 2026
Applied Materials
Applied Materials is part of the strategy's Compute Infrastructure theme. The fund originally identified growing digital infrastructure demand but believes the opportunity has…
AMAT
Which hedge funds are long AMAT?
6 published ideas on Applied Materials across 5 funds — 6 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Applied Materials: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongAMATJun 2026
Applied Materials
Applied Materials is positioned at the center of semiconductor manufacturing investment tied to AI compute and infrastructure. Aristotle highlights the company's exposure to…
LongAMATJun 2026
Applied Materials
Applied Materials contributed to performance as investor enthusiasm for semiconductor demand increased alongside AI infrastructure development. The company also benefited from…
LongAMATJun 2026
Applied Materials, Inc.
Applied Materials is held within Artisan's Compute Infrastructure theme. The fund sees AI infrastructure as a large and still-expanding capital formation cycle that is broadening…
LongAMATJun 2026
Applied Materials, Inc.
Applied Materials is part of Artisan's Compute Infrastructure theme and was a meaningful contributor in Q2. The fund believes the current AI investment cycle is much larger than…
LongAMATSep 2026
Applied Materials
Applied Materials is part of the portfolio's Compute Infrastructure theme. The strategy believes AI infrastructure spending has expanded far beyond its original expectations and…