Theleme Partners’s Applied Materials AMAT Stock Holding History

Theleme Partners’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
2023 Q2	–	Sell
2023 Q1	$76.6M	Sell
2022 Q4	$93.3M	Hold
2022 Q3	$78.5M	Buy
2022 Q2	$86.1M	Sell
2022 Q1	$127M	Hold
2021 Q4	$152M	Buy
2020 Q2	–	Sell
2020 Q1	$39.7M	Buy