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

Jericho Capital Asset Management’s Portfolio AMAT Stock Details AMAT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$309M	Buy
2015 Q2	–	Sell
2015 Q1	$38.5M	Sell
2014 Q4	$50.9M	Buy