SEC 13F Intelligence

O'neil Global Advisors, Inc. / MSFT

O'neil Global Advisors, Inc.’s Microsoft Corp Position

Does O'neil Global Advisors, Inc. own Microsoft Corp (MSFT)? Not currently — the last reported position was 29.1K shares worth $15M in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$15M
Q3 2025
Shares
29.1K
% of Portfolio
+2.77%
Quarters Held
14
position exited

Position History MSFT

Reported value by quarter
Q1 ’21: $472,000Q1 ’21Q2 ’21: $1MQ3 ’21: $763,000Q3 ’21Q4 ’21: $530,000Q1 ’22: $925,000Q1 ’22Q3 ’22: $208,000Q1 ’23: $19MQ1 ’23Q2 ’23: $56MQ4 ’23: $6MQ4 ’23Q1 ’24: $589,000Q2 ’24: $2MQ2 ’24Q3 ’24: $2MQ2 ’25: $2MQ2 ’25Q3 ’25: $15Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202529.1K$15M+2.77%
Q2 20253.6K$2M+0.41%
Q3 20243.9K$2M+0.43%
Q2 20245.5K$2M+1.16%
Q1 20241.4K$589,000+0.73%
Q4 202315.5K$6M+3.40%
Q2 2023163.9K$56M+11.14%
Q1 202365.1K$19M+9.69%
Q3 2022895$208,000+0.82%
Q1 20223.0K$925,000+0.48%
Q4 20211.6K$530,000+0.87%
Q3 20212.7K$763,000+0.59%
Q2 20214.5K$1M+0.38%
Q1 20212.0K$472,000+0.46%

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 MSFT.