Tourbillon Capital Partners’s Applied Materials AMAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-2,250,000	Closed	-$50.8M	–	62
2015 Q1	$50.8M	Buy	2,250,000 +800,000	+55%	+$18M	1.31%	19
2014 Q4	$36.1M	Buy	+1,450,000	New	+$36.1M	0.97%	24