Tybourne 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
2024 Q3	–	Sell	-6,890	Closed	-$1.63M	–	34
2024 Q2	$1.63M	Buy	6,890 +3,421	+99%	+$807K	0.33%	31
2024 Q1	$715K	Buy	+3,469	New	+$715K	0.12%	36