Chris Davis trimmed AMAT · APPLIED MATERIALS INC /DE
$23M · now 0.1% of the portfolio
TRADED BY
Sep 30
FILED
Nov 10
YOU SEE IT
Nov 11
41 days between the trade and the filing. That gap is the law, not our latency — a 13F is due 45 days after the quarter ends.
$373 now
OUR VALUE
$373 today
low $127mid $169high $211
3 models, as of 2026-11-10.
They sold above our value.
安全边际周报
每周六一封：市场温度、投资大师的申报，以及本周研究。