NASDAQ · Technology
应用材料公司是全球领先的半导体制造设备、服务和软件供应商，核心业务涵盖半导体系统（逻辑芯片、DRAM、先进封装等）及全球服务。公司受益于AI驱动的强劲需求，在先进制程和封装领域具备技术优势。投资分析可聚焦其在逻辑、存储和先进封装的市场地位、订单可见性及长期增长动能。
| 机构 | 权重 | 市值 | 披露期 |
|---|---|---|---|
Coatue Management
Philippe Laffont
|
6.2% | $1.8B | 2026-03-31 |
Tiger Global Management
Chase Coleman
|
2.5% | $566.3M | 2026-03-31 |
Davis Advisors
Chris Davis
|
1.9% | $409.2M | 2026-03-31 |
Bridgewater Associates
Ray Dalio
|
0.9% | $191.4M | 2026-03-31 |
Glenview Capital Management
Larry Robbins
|
1.7% | $67.4M | 2026-03-31 |
Gotham Asset Management
Joel Greenblatt
|
0.2% | $54.9M | 2026-03-31 |
Markel Group
Tom Gayner
|
0.1% | $12.4M | 2026-03-31 |
Coatue Management
Philippe Laffont
2 个报告期
Tiger Global Management
Chase Coleman
2 个报告期
Bridgewater Associates
Ray Dalio
2 个报告期
Gotham Asset Management
Joel Greenblatt
2 个报告期
Glenview Capital Management
Larry Robbins
2 个报告期
Davis Advisors
Chris Davis
2 个报告期
Markel Group
Tom Gayner
1 个报告期
Soros Fund Management
George Soros
2 个报告期
暂无公开发言提及。