Disclosed positions

Estimated from their latest filings — positions may have changed since

$105.91M

combined est. value

Stock	Shares	Price	Value	Weight	As of
AMATAPPLIED MATERIALS INC /DE	93,928	$570.50	$53.59M	51%	2026-05-21
SNPSSYNOPSYS INC	120,421	$434.50	$52.32M	49%	2026-06-15

AMAT

APPLIED MATERIALS INC /DE

$53.59M

93,928 sh

SNPS

SYNOPSYS INC

$52.32M

120,421 sh

All filings on record

Every Form 4 transaction we track for this filer

all 11buys 0sells 0

Stock	Transaction	Date	~6mo later
SNPSSYNOPSYS INC	Tax $70.9K · 156 sh	2026-06-15	—
SNPSSYNOPSYS INC	Exercise — · 449 sh	2026-06-15	—
AMATAPPLIED MATERIALS INC /DE	Gift — · 17,855 sh	2026-05-21	—
SNPSSYNOPSYS INC	Other $9.9K · 28 sh	2026-02-27	—
SNPSSYNOPSYS INC	Tax $144.8K · 311 sh	2025-12-08	—
SNPSSYNOPSYS INC	Exercise — · 626 sh	2025-12-08	—
SNPSSYNOPSYS INC	Tax $204.0K · 438 sh	2025-12-08	—
SNPSSYNOPSYS INC	Exercise — · 882 sh	2025-12-08	—
SNPSSYNOPSYS INC	Tax $285.0K · 612 sh	2025-12-08	—
SNPSSYNOPSYS INC	Exercise — · 1,234 sh	2025-12-08	—
SNPSSYNOPSYS INC	Other $9.8K · 26 sh	2025-08-29	—

SNPSTax

2026-06-15 · SYNOPSYS INC

$70.9K

—

SNPSExercise

2026-06-15 · SYNOPSYS INC

449

—

AMATGift

2026-05-21 · APPLIED MATERIALS INC /DE

17,855

—

SNPSOther

2026-02-27 · SYNOPSYS INC

$9.9K

—

SNPSTax

2025-12-08 · SYNOPSYS INC

$144.8K

—

SNPSExercise

2025-12-08 · SYNOPSYS INC

626

—

SNPSTax

2025-12-08 · SYNOPSYS INC

$204.0K

—

SNPSExercise

2025-12-08 · SYNOPSYS INC

882

—

SNPSTax

2025-12-08 · SYNOPSYS INC

$285.0K

—

SNPSExercise

2025-12-08 · SYNOPSYS INC

1,234

—

SNPSOther

2025-08-29 · SYNOPSYS INC

$9.8K

—

Outcomes measure each disclosed buy against the closing price ~6 months (120 trading days) later, with the S&P 500 over the same span for context. Pre-scheduled 10b5-1 plan trades are excluded from the record. Positions are estimated from the latest reported post-transaction holdings, split-adjusted, at the latest close. Built from SEC Form 4 filings and market prices — past outcomes, not predictions or advice.