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NAYA CAPITAL MANAGEMENT UK LTD
> AMAT
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | APPLIED MATERIALS INC /DE | AMAT | 1,412,918 | 794,922 | 204,223,168,000 | 128,314,719,000 | $144,540.00 |
| 03/31/2023 | APPLIED MATERIALS INC /DE | AMAT | 617,996 | 617,996 | 75,908,449,000 | 75,908,449,000 | $122,830.00 |
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