Position
SYNTAX RESEARCH, INC. 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 $465.6K$256.99 → $341.76
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 5.51K | $1.41M | — | — | — | 0.9% |
| Q1 2026 | 5.49K | $1.88M | $341.76 | $465.6K | −$3.6K | 1.2% |