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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Information Technology remains our largest overweight allocation relative to the benchmark, and it grew during the quarter with the addition of Applied Materials, one of the world’s leading suppliers of wafer fabrication equipment for semiconductors. We expect the...
— Krishna Chintalapalli, Mark Zagata
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Other investors who've written on Applied Materials, Inc.
The Fund's three semiconductor equipment holdings were the bottom performers over the quarter: KLA (-35.3% USD), Applied Materials (-29.2%), and Lam Research (-24.1%). This followed exceptionally...
Applied Materials, Inc. reported a strong fiscal Q3 2026 with revenue of $9.12 billion, up 25% year-over-year, and non-GAAP EPS of $3.50, up 41% year-over-year. The ...
Applied Materials, Inc. reported a strong fiscal Q3 2026, with record revenue, non-GAAP EPS, operating income, and cash from operations. The company achieved...
More institutional theses from Parnassus Value Equity Fund
Meta Platforms operates world-class digital platforms, connecting billions of daily active users across apps like Facebook, Instagram, and WhatsApp. The fund initiated...
Airbnb was added during cyclical travel softness to capture long-term expansion in short- and long-term stay accommodation. The platform offers...