Lucha 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
2019 Q1	–	Sell	-277,942	Closed	-$9.1M	–	23
2018 Q4	$9.1M	Buy	+277,942	New	+$9.1M	2.9%	15