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Jericho Capital Asset Management’s Applied Materials AMAT Stock Holding History

Jericho Capital Asset Management’s Portfolio AMAT Stock Details AMAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-1,707,044
Closed -$38.5M – 28
2015
Q1 		$38.5M Sell
1,707,044
-334,465
-16% -$7.55M 2.55% 18
2014
Q4 		$50.9M Buy
+2,041,509
New +$50.9M 3.3% 13