Marble Arch Investments, LP: AMAT position timeline

Marble Arch Investments, LP held 85,600 AMAT shares at 2018-06-30 per its 13F-HR filed 2018-08-14.

the latest 13F is the newest step

1. period ended2018-06-30

   13F 85,600 shares

   Change vs previous 13F -1,548,800 shares

   4.81% of the 13F portfolio, value $3,954,000.

   13F-HR 0001315863-18-000640 filed by Marble Arch Investments, LP
   Filed 2018-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 19:04:44 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2018-03-31

   13F 1,634,400 shares

   Change vs previous 13F -390,100 shares

   7.06% of the 13F portfolio, value $90,889,000.

   13F-HR 0001315863-18-000428 filed by Marble Arch Investments, LP
   Filed 2018-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 19:05:42 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2017-12-31

   13F 2,024,500 shares

   Change vs previous 13F -84,000 shares

   7.96% of the 13F portfolio, value $103,492,000.

   13F-HR 0001315863-18-000155 filed by Marble Arch Investments, LP
   Filed 2018-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 19:06:41 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2017-09-30

   13F 2,108,500 shares

   Change vs previous 13F 0 shares

   7.29% of the 13F portfolio, value $109,832,000.

   13F-HR 0001315863-17-000867 filed by Marble Arch Investments, LP
   Filed 2017-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 19:07:28 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2017-06-30

   13F 2,108,500 shares

   Change vs previous 13F not available

   6.11% of the 13F portfolio, value $87,102,000.

   13F-HR 0001315863-17-000666 filed by Marble Arch Investments, LP
   Filed 2017-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 19:08:39 UTC

   Acceptance time not in the bulk data set (spec §4.2).