QUARTER-END POSITION / VERSION 1

APPLIED MATLS INC.

APPLIED MATLS INC

published

Reporting manager: Egerton Capital (UK) LLP
Relationship: Associated institution
Record date: 30 Jun 2026
Date meaning: Original Form 13F report period
Quantity: 521,065 shares
Reported value / amount: $376,729,995
Weight and denominator: 3.64% · Calculated: issuer/class value divided by the complete original reported table; not personal wealth
Quarter-end reported price: Not disclosed · Price at record date, not purchase cost
Derived value per reported unit: $723 · Reported value ÷ reported quantity (shares); not an observed market price
Source-reported activity: Not disclosed
Coverage: Complete original information table grouped by CUSIP and security class
Reviewed by: DeepSeek AI
Published: 20 Oct 2026

Original regulatory disclosure; 1 original filing line(s) grouped within this issuer/class. Absence from a disclosed table is not private account verification.

Reporting-entity association: Inspect the identity evidence

Original filing attribution · 1 line(s)

Reporting manager: Egerton Capital (UK) LLP. 13F HOLDINGS REPORT. These are reported investment-discretion relationships, not proof of beneficial ownership or a personal account. Each original line is counted once, including lines naming multiple managers.

Other included managers: 1 / Egerton Capital (US), LP · CIK 0001939232.

ORIGINAL LINE	REPORTED QUANTITY / VALUE	OTHER MANAGER / DISCRETION	VOTING AUTHORITY
4	521,065 shares$376,729,995	Egerton Capital (US), LP · CIK 0001939232Original field: 1 · Discretion: DFND	Sole 521,065Shared 0 · None 0

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Editorial note: Independent AI source review 2026-10-20T18:18:25.764Z; batch 51d917c0430e2bb30f1e3100193e2acb8ea64fa2abc9a1b5dcf58d9bf59ca152. Original filing quantities, metadata and row attribution checked. Holdings facts only; corporate-action and period comparisons are not reviewed. This is AI review, not a human or private-account audit.

Sources.

Original disclosure

Egerton Capital (UK) LLP — 13F-HR — 2026-06-30

U.S. SEC EDGAR · Published 21 Jul 2026 · Collected 20 Oct 2026

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Version history.

Version 1published · 20 Oct 2026

Independent AI source review 2026-10-20T18:18:25.764Z; batch 51d917c0430e2bb30f1e3100193e2acb8ea64fa2abc9a1b5dcf58d9bf59ca152. Original filing quantities, metadata and row attribution checked. Holdings facts only; corporate-action and period comparisons are not reviewed. This is AI review, not a human or private-account audit.

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English factual summary

Egerton Capital (UK) LLP reported 521,065 shares of APPLIED MATLS INC as of 2026-06-30. Reported value: $376,729,995. Weight: 3.64% of Calculated: issuer/class value divided by the complete original reported table; not personal wealth. This is a dated quarter-end position, not a live position, purchase cost or the associated person’s personal account. Filing type: 13F HOLDINGS REPORT. Original rows also reference these included managers: Egerton Capital (US), LP. Manager references describe reported investment discretion, not beneficial ownership.
Source: U.S. SEC EDGAR — https://www.sec.gov/Archives/edgar/data/1581811/000158181126000007/egertoncapital13f30062026.xml | Published: 2026-07-21 | Collected: 2026-10-20T18:02:53.536Z
Record: https://holdingsatlas.com/records/7e526095-946d-448f-af07-fddb305b74d1/

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