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SYCOMORE ASSET MANAGEMENT
> AMAT
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | APPLIED MATERIALS INC /DE | AMAT | 52,402 | 34,004 | 7,547,000 | 5,758,000 | $144.02 |
| 12/31/2022 | APPLIED MATERIALS INC /DE | AMAT | 18,398 | -2,296 | 1,789,000 | -177,000 | $97.24 |
| 09/30/2022 | APPLIED MATERIALS INC /DE | AMAT | 20,389 | -305 | 1,691,000 | -275,000 | $82.94 |
| 06/30/2022 | APPLIED MATERIALS INC /DE | AMAT | 20,694 | -5,446 | 1,966,000 | -1,731,000 | $95.00 |
| 03/31/2022 | APPLIED MATERIALS INC /DE | AMAT | 26,140 | 9,126 | 3,697,000 | 958,000 | $141.43 |
| 12/31/2021 | APPLIED MATERIALS INC /DE | AMAT | 17,014 | -7,236 | 2,739,000 | -484,000 | $160.99 |
| 09/30/2021 | APPLIED MATERIALS INC /DE | AMAT | 24,250 | 24,250 | 3,223,000 | 3,223,000 | $132.91 |
| 03/31/2019 | APPLIED MATERIALS INC /DE | AMAT | 0 | -7,000 | 0 | -273,000 | |
| 12/31/2018 | APPLIED MATERIALS INC /DE | AMAT | 7,000 | 7,000 | 273,000 | 273,000 | $39.00 |
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