Ken Griffin trimmed AMAT · APPLIED MATERIALS INC /DE
$782M · now 0.0% of the portfolio
TRADED BY
Jun 30
FILED
Sep 2
YOU SEE IT
Oct 4
64 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.
$540 now
OUR VALUE
▼ $540 today
low $88mid $117high $147
3 models, as of 2026-10-04.
They sold above our value.
周一价值信
每周一封：杰出价值投资者买了什么、卖了什么，以及我们的看法。