Position
Fidelity 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 $2.44B$341.79 → $723.00
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 4.83M | $1.24B | — | — | — | 0.1% |
| Q1 2026 | 6.4M | $2.19B | $341.79 | $410M | $534.3M | 0.1% |
| Q2 2026 | 9.27M | $6.71B | $723.00 | $2.44B | $2.08B | 0.3% |