Position
S.E.E.D. Planning Group 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 $581.3K$257.00 → $341.79
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 9.64K | $2.48M | — | — | — | 0.7% |
| Q1 2026 | 6.86K | $2.34M | $341.79 | $581.3K | −$715.8K | 0.7% |