O'Neil Global Advisors
Latest statistics and disclosures from O'Neil Global Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TSLA, LLY, RDDT, GOOGL, NVDA, and represent 59.48% of O'Neil Global Advisors's stock portfolio.
- Added to shares of these 10 stocks: LLY (+$43M), RDDT (+$32M), GOOGL (+$23M), RKLB (+$14M), ZETA (+$13M), TWLO (+$12M), TSM (+$7.7M), FSLR (+$6.6M), CRS (+$6.1M), PAAS.
- Started 25 new stock positions in LLY, CRS, PAAS, AAPL, ISRG, RKLB, ZETA, Commscope Hldg, MS, U.
- Reduced shares in these 10 stocks: TSLA (-$55M), PLTR (-$50M), NVDA (-$47M), HOOD (-$42M), CRWD (-$33M), , GEV (-$29M), ETHA (-$28M), IBIT (-$26M), VST (-$16M).
- Sold out of its positions in AVAV, BABA, APH, ANET, BCS, ONC, AVGO, CCJ, CVNA, CEG.
- O'Neil Global Advisors was a net seller of stock by $-260M.
- O'Neil Global Advisors has $291M in assets under management (AUM), dropping by -46.48%.
- Central Index Key (CIK): 0001861159
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Portfolio Holdings for O'Neil Global Advisors
O'Neil Global Advisors holds 45 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Tesla Motors (TSLA) | 15.7 | $46M | -54% | 102k | 449.72 |
|
| Eli Lilly & Co. (LLY) | 14.9 | $43M | NEW | 40k | 1074.68 |
|
| Reddit (RDDT) | 11.1 | $32M | NEW | 141k | 229.87 |
|
| Alphabet Inc Class A cs (GOOGL) | 11.0 | $32M | +248% | 103k | 313.00 |
|
| NVIDIA Corporation (NVDA) | 6.7 | $20M | -70% | 105k | 186.50 |
|
| Rocket Lab Corp (RKLB) | 4.8 | $14M | NEW | 200k | 69.76 |
|
| Zeta Global Holdings Corp (ZETA) | 4.3 | $13M | NEW | 614k | 20.35 |
|
| Twilio Inc cl a (TWLO) | 4.2 | $12M | NEW | 87k | 142.24 |
|
| Taiwan Semiconductor Mfg (TSM) | 2.6 | $7.7M | NEW | 25k | 303.89 |
|
| First Solar (FSLR) | 2.3 | $6.6M | NEW | 25k | 261.23 |
|
| Carpenter Technology Corporation (CRS) | 2.1 | $6.1M | NEW | 19k | 314.84 |
|
| Shopify Inc cl a (SHOP) | 1.5 | $4.4M | -35% | 27k | 160.97 |
|
| Goldman Sachs (GS) | 1.4 | $4.0M | 4.5k | 879.00 |
|
|
| Lam Research (LRCX) | 1.3 | $3.7M | +252% | 22k | 171.18 |
|
| Micron Technology (MU) | 1.2 | $3.5M | +269% | 12k | 285.41 |
|
| Pan American Silver Corp Can (PAAS) | 1.2 | $3.4M | NEW | 65k | 51.81 |
|
| Ciena Corporation (CIEN) | 1.1 | $3.3M | +33% | 14k | 233.87 |
|
| Kinross Gold Corp (KGC) | 1.1 | $3.1M | NEW | 109k | 28.16 |
|
| Newmont Mining Corporation (NEM) | 1.1 | $3.1M | NEW | 31k | 99.85 |
|
| Madrigal Pharmaceuticals (MDGL) | 1.0 | $2.9M | NEW | 5.1k | 582.34 |
|
| Apple (AAPL) | 0.9 | $2.6M | NEW | 9.7k | 271.86 |
|
| Ge Vernova (GEV) | 0.7 | $2.0M | -93% | 3.0k | 653.57 |
|
| Travere Therapeutics (TVTX) | 0.7 | $2.0M | NEW | 51k | 38.21 |
|
| Tor Dom Bk Cad (TD) | 0.6 | $1.8M | 19k | 94.20 |
|
|
| Incyte Corporation (INCY) | 0.5 | $1.5M | NEW | 15k | 98.77 |
|
| Commscope Hldg | 0.5 | $1.5M | NEW | 80k | 18.13 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $1.4M | -19% | 4.5k | 322.22 |
|
| Unity Software (U) | 0.5 | $1.4M | NEW | 32k | 44.17 |
|
| Applovin Corp Class A (APP) | 0.5 | $1.4M | -57% | 2.1k | 673.82 |
|
| Palantir Technologies (PLTR) | 0.5 | $1.4M | -97% | 7.7k | 177.75 |
|
| Dycom Industries (DY) | 0.4 | $1.2M | -36% | 3.5k | 337.90 |
|
| Century Aluminum Company (CENX) | 0.4 | $1.1M | NEW | 29k | 39.18 |
|
| Lumentum Hldgs (LITE) | 0.3 | $973k | -20% | 2.6k | 368.59 |
|
| Equinox Gold Corp equities (EQX) | 0.3 | $872k | NEW | 62k | 14.04 |
|
| Barrick Mining Corp (B) | 0.3 | $864k | NEW | 20k | 43.55 |
|
| Realreal (REAL) | 0.3 | $858k | NEW | 54k | 15.78 |
|
| Arrowhead Pharmaceuticals (ARWR) | 0.3 | $799k | NEW | 12k | 66.39 |
|
| Amazon (AMZN) | 0.2 | $712k | -48% | 3.1k | 230.82 |
|
| Seagate Technology (STX) | 0.2 | $567k | -48% | 2.1k | 275.39 |
|
| TTM Technologies (TTMI) | 0.2 | $541k | -44% | 7.8k | 69.00 |
|
| Comfort Systems USA (FIX) | 0.2 | $532k | -45% | 570.00 | 933.29 |
|
| Morgan Stanley (MS) | 0.1 | $426k | NEW | 2.4k | 177.53 |
|
| Solaris Oilfield Infrstr (SEI) | 0.1 | $350k | NEW | 7.6k | 45.97 |
|
| Intuitive Surgical (ISRG) | 0.1 | $340k | NEW | 600.00 | 566.36 |
|
| Celestica (CLS) | 0.1 | $311k | -62% | 1.1k | 295.61 |
|
Past Filings by O'Neil Global Advisors
SEC 13F filings are viewable for O'Neil Global Advisors going back to 2021
- O'Neil Global Advisors 2025 Q4 filed Feb. 10, 2026
- O'Neil Global Advisors 2025 Q3 filed Nov. 10, 2025
- O'Neil Global Advisors 2025 Q2 filed Aug. 11, 2025
- O'Neil Global Advisors 2025 Q1 filed May 12, 2025
- O'Neil Global Advisors 2024 Q4 filed Feb. 3, 2025
- O'Neil Global Advisors 2024 Q3 filed Nov. 12, 2024
- O'Neil Global Advisors 2024 Q2 filed Aug. 8, 2024
- O'Neil Global Advisors 2024 Q1 filed May 10, 2024
- O'Neil Global Advisors 2023 Q4 filed Feb. 9, 2024
- O'Neil Global Advisors 2023 Q3 filed Nov. 13, 2023
- O'Neil Global Advisors 2023 Q2 filed Aug. 11, 2023
- O'Neil Global Advisors 2023 Q2 amended filed Aug. 11, 2023
- O'Neil Global Advisors 2023 Q1 filed April 14, 2023
- O'Neil Global Advisors 2022 Q4 filed Feb. 14, 2023
- O'Neil Global Advisors 2022 Q3 filed Nov. 15, 2022
- O'Neil Global Advisors 2022 Q2 filed Sept. 12, 2022