SEC 13F Intelligence

O'neil Global Advisors, Inc. / AMAT

O'neil Global Advisors, Inc.’s Applied Matls Inc Position

Does O'neil Global Advisors, Inc. own Applied Matls Inc (AMAT)? Not currently — the last reported position was 65.4K shares worth $9M in Q2 2021; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$9M
Q2 2021
Shares
65.4K
% of Portfolio
+2.91%
Quarters Held
2
position exited

Position History AMAT

Reported value by quarter
Q1 ’21: $5MQ1 ’21Q2 ’21: $9MQ2 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202165.4K$9M+2.91%
Q1 202134.9K$5M+4.50%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See O'neil Global Advisors, Inc.’s full portfolio or all institutional holders of AMAT.