Southpoint Capital Advisors’s Applied Materials AMAT Stock Holding History

Southpoint Capital Advisors’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
2025 Q4	$64.2M	Buy
2022 Q4	–	Sell
2022 Q3	$32.8M	Hold
2022 Q2	$36.4M	Buy
2015 Q2	–	Sell
2015 Q1	$99.3M	Buy
2014 Q4	$101M	Buy
2014 Q3	$86.4M	Buy
2014 Q2	$74.4M	Buy