APPLIED MATLS INC

Ticker: AMAT CUSIP: 038222105 Class: COM

Telemark Asset Management, LLC's Holding History (CIK: 0001420816)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 40,000 Value ($000) $10,280 Avg Close $239.49 Range $203.00 - $276.10

Q3 2024

Shares 20,000 Value ($000) $4,041 Avg Close $202.36 Range $169.19 - $252.28

Q2 2024

Shares 70,000 Value ($000) $16,519 Avg Close $211.43 Range $183.89 - $245.90

Q1 2024

Shares 100,000 Value ($000) $20,623 Avg Close $180.39 Range $145.45 - $211.49

Q4 2023

Shares 100,000 Value ($000) $16,207 Avg Close $144.16 Range $126.67 - $162.11

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	40,000	$10,280	$239.49	$203.00 - $276.10
Q3 2024	20,000	$4,041	$202.36	$169.19 - $252.28
Q2 2024	70,000	$16,519	$211.43	$183.89 - $245.90
Q1 2024	100,000	$20,623	$180.39	$145.45 - $211.49
Q4 2023	100,000	$16,207	$144.16	$126.67 - $162.11