SEC 13F Intelligence

Byrne Asset Management LLC / AMAT

Byrne Asset Management LLC’s Applied Matls Inc Position

Does Byrne Asset Management LLC own Applied Matls Inc (AMAT)? Yes5.7K shares worth $4M (+2.25% of its 13F portfolio) as of Q2 2026, down from 6.6K shares the prior filed quarter.

Position Value
$4M
Q2 2026
Shares
5.7K
% of Portfolio
+2.25%
Quarters Held
17
currently held

Position History AMAT

Reported value by quarter
Q1 ’22: $763,000Q1 ’22Q2 ’22: $978,000Q3 ’22: $921,000Q4 ’22: $1MQ4 ’22Q1 ’23: $1,225Q2 ’23: $1,440Q3 ’23: $1MQ3 ’23Q4 ’23: $2MQ1 ’24: $2MQ2 ’24: $2MQ2 ’24Q4 ’24: $2MQ1 ’25: $1MQ2 ’25: $2MQ2 ’25Q3 ’25: $2MQ4 ’25: $2MQ1 ’26: $2MQ1 ’26Q2 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 20265.7K$4M+2.25%
Q1 20266.6K$2M+1.31%
Q4 20259.1K$2M+1.29%
Q3 20259.2K$2M+1.15%
Q2 20259.5K$2M+1.15%
Q1 20258.1K$1M+0.86%
Q4 20248.8K$2M+1.21%
Q2 20248.9K$2M+1.48%
Q1 20249.6K$2M+1.38%
Q4 20239.6K$2M+1.20%
Q3 20239.8K$1M+1.13%
Q2 202310.0K$1,440+0.94%
Q1 202310.0K$1,225+0.87%
Q4 202210.9K$1M+0.77%
Q3 202211.2K$921,000+0.71%
Q2 202210.8K$978,000+0.72%
Q1 20225.8K$763,000+0.48%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Byrne Asset Management LLC’s full portfolio or all institutional holders of AMAT.