NASDAQ · Technology
應用材料公司是全球领先的半導體制造设備、服務和软件供應商，核心業務涵盖半導體系统（逻辑芯片、DRAM、先進封装等）及全球服務。公司受益于AI驱動的强劲需求，在先進制程和封装领域具備技術優势。投資分析可聚焦其在逻辑、存储和先進封装的市場地位、訂單可见性及长期增长動能。
| 機構 | 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
3 個報告期
Tiger Global Management
Chase Coleman
4 個報告期
Bridgewater Associates
Ray Dalio
3 個報告期
Gotham Asset Management
Joel Greenblatt
4 個報告期
Glenview Capital Management
Larry Robbins
2 個報告期
Davis Advisors
Chris Davis
4 個報告期
Markel Group
Tom Gayner
1 個報告期
Soros Fund Management
George Soros
4 個報告期
暫無公開發言提及。