Position
EWA, LLC in Applied Matls Inc
Back to the book · All holders of APPLIED MATLS INC
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark $120.3K$257.08 → $341.89
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 1.42K | $364.5K | — | — | — | 0.1% |
| Q1 2026 | 1.68K | $574K | $341.89 | $120.3K | $89.2K | 0.1% |