SGM

Skye Global Management’s Applied Materials AMAT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-172,000	Closed	-$25M	–	59
2025 Q1	$25M	Sell	172,000 -110,000	-39%	-$16M	0.66%	23
2024 Q4	$45.9M	Buy	+282,000	New	+$45.9M	0.96%	18