Varenne 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
2022 Q2	–	Sell	-356,368	Closed	-$47M	–	13
2022 Q1	$47M	Sell	356,368 -478,390	-57%	-$63.1M	9.53%	4
2021 Q4	$131M	Buy	+834,758	New	+$131M	19.49%	2