Discovery Capital Management’s Applied Materials AMAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-3,521,921	Closed	-$74.6M	–	72
2016 Q1	$74.6M	Buy	3,521,921 +2,216,000	+170%	+$46.9M	1.08%	29
2015 Q4	$24.4M	Buy	+1,305,921	New	+$24.4M	0.29%	59