Light Street 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
2021 Q3	–	Sell	-138,290	Closed	-$19.7M	–	52
2021 Q2	$19.7M	Buy	+138,290	New	+$19.7M	0.85%	42