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, NVDA, PLTR, HOOD, CRWD, and represent 54.00% of O'Neil Global Advisors's stock portfolio.
- Added to shares of these 10 stocks: HOOD (+$39M), PLTR (+$36M), DHI (+$32M), ETHA (+$28M), NVDA (+$18M), VST (+$16M), GEV (+$15M), ANET (+$13M), MSFT (+$13M), CRWD (+$13M).
- Started 33 new stock positions in DHI, ANET, VRNS, GS, MU, ONC, FIX, VST, LITE, QQQ.
- Reduced shares in these 10 stocks: FBTC (-$28M), AS (-$26M), META (-$22M), AMZN (-$19M), SNOW (-$18M), , IBIT (-$13M), SYM (-$8.5M), HSAI (-$8.5M), DXCM (-$8.4M).
- Sold out of its positions in AGX, ADSK, AXON, BTSG, CSCO, C, COIN, DAVE, DXCM, BROS.
- O'Neil Global Advisors was a net buyer of stock by $55M.
- O'Neil Global Advisors has $543M in assets under management (AUM), dropping by 24.94%.
- Central Index Key (CIK): 0001861159
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Portfolio Holdings for O'Neil Global Advisors
O'Neil Global Advisors holds 60 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Tesla Motors (TSLA) | 18.4 | $100M | +11% | 225k | 444.72 |
|
| NVIDIA Corporation (NVDA) | 12.2 | $66M | +38% | 354k | 186.58 |
|
| Palantir Technologies (PLTR) | 9.6 | $52M | +226% | 287k | 182.42 |
|
| Robinhood Mkts (HOOD) | 7.8 | $42M | +1223% | 296k | 143.18 |
|
| Crowdstrike Hldgs Inc cl a (CRWD) | 6.0 | $33M | +65% | 67k | 490.38 |
|
| D.R. Horton (DHI) | 5.9 | $32M | NEW | 189k | 169.47 |
|
| Ge Vernova (GEV) | 5.3 | $29M | +112% | 47k | 614.89 |
|
| Ishares Ethereum Etf (ETHA) | 5.1 | $28M | NEW | 874k | 31.51 |
|
| Ishares Bitcoin Tr (IBIT) | 4.9 | $26M | -32% | 406k | 65.00 |
|
| Vistra Energy (VST) | 3.0 | $16M | NEW | 84k | 195.92 |
|
| Microsoft Corporation (MSFT) | 2.8 | $15M | +701% | 29k | 517.95 |
|
| Arista Networks (ANET) | 2.4 | $13M | NEW | 91k | 145.71 |
|
| Crispr Therapeutics (CRSP) | 2.0 | $11M | NEW | 169k | 64.81 |
|
| Alphabet Inc Class A cs (GOOGL) | 1.3 | $7.2M | -15% | 29k | 243.11 |
|
| Shopify Inc cl a (SHOP) | 1.2 | $6.3M | -20% | 43k | 148.61 |
|
| Broadcom (AVGO) | 1.0 | $5.7M | -53% | 17k | 329.89 |
|
| Goldman Sachs (GS) | 0.7 | $3.6M | NEW | 4.5k | 796.38 |
|
| Applovin Corp Class A (APP) | 0.6 | $3.5M | NEW | 4.9k | 718.57 |
|
| Facebook Inc cl a (META) | 0.6 | $3.3M | -87% | 4.5k | 734.40 |
|
| Fidelity Wise Origin Bitcoin (FBTC) | 0.6 | $3.3M | -89% | 33k | 99.81 |
|
| Alibaba Group Holding (BABA) | 0.6 | $3.1M | NEW | 18k | 178.71 |
|
| Cameco Corporation (CCJ) | 0.5 | $2.9M | -7% | 35k | 83.85 |
|
| AeroVironment (AVAV) | 0.5 | $2.8M | NEW | 8.8k | 314.93 |
|
| Constellation Energy (CEG) | 0.5 | $2.5M | -6% | 7.7k | 329.05 |
|
| Snowflake Inc Cl A (SNOW) | 0.4 | $2.2M | -89% | 9.9k | 225.53 |
|
| Five Below (FIVE) | 0.4 | $2.1M | NEW | 14k | 154.71 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $1.8M | 5.6k | 315.49 |
|
|
| Primoris Services (PRIM) | 0.3 | $1.7M | NEW | 13k | 137.32 |
|
| Dycom Industries (DY) | 0.3 | $1.6M | +86% | 5.5k | 291.69 |
|
| Ciena Corporation (CIEN) | 0.3 | $1.5M | NEW | 11k | 145.67 |
|
| Tor Dom Bk Cad (TD) | 0.3 | $1.5M | 19k | 79.94 |
|
|
| Carvana Co cl a (CVNA) | 0.2 | $1.3M | NEW | 3.5k | 377.36 |
|
| Amazon (AMZN) | 0.2 | $1.3M | -93% | 6.0k | 219.59 |
|
| Evercore Partners (EVR) | 0.2 | $1.2M | NEW | 3.6k | 337.35 |
|
| Sea Ltd Adr Isin Us81141r1005 (SE) | 0.2 | $1.1M | NEW | 6.1k | 178.72 |
|
| Amphenol Corporation (APH) | 0.2 | $981k | 7.9k | 123.77 |
|
|
| Invesco Qqq Trust Series 1 (QQQ) | 0.2 | $952k | NEW | 1.6k | 600.25 |
|
| Seagate Technology (STX) | 0.2 | $945k | -78% | 4.0k | 236.07 |
|
| Comfort Systems USA (FIX) | 0.2 | $869k | NEW | 1.1k | 825.26 |
|
| Talen Energy Corp (TLN) | 0.2 | $858k | NEW | 2.0k | 425.60 |
|
| Ubiquiti (UI) | 0.2 | $850k | NEW | 1.3k | 660.96 |
|
| Roblox Corp (RBLX) | 0.2 | $838k | -9% | 6.1k | 138.44 |
|
| Roku (ROKU) | 0.2 | $818k | NEW | 8.2k | 100.11 |
|
| Pure Storage Inc - Class A (PSTG) | 0.2 | $817k | NEW | 9.7k | 83.83 |
|
| Lam Research (LRCX) | 0.2 | $817k | NEW | 6.1k | 133.85 |
|
| Sitime Corp (SITM) | 0.2 | $815k | NEW | 2.7k | 301.18 |
|
| TTM Technologies (TTMI) | 0.1 | $810k | NEW | 14k | 57.61 |
|
| Uber Technologies (UBER) | 0.1 | $803k | -35% | 8.2k | 97.91 |
|
| Varonis Sys (VRNS) | 0.1 | $769k | NEW | 13k | 57.47 |
|
| Ftai Aviation (FTAI) | 0.1 | $738k | NEW | 4.4k | 166.86 |
|
| Wells Fargo & Company (WFC) | 0.1 | $695k | NEW | 8.3k | 83.82 |
|
| Celestica (CLS) | 0.1 | $688k | NEW | 2.8k | 246.24 |
|
| Life360 (LIF) | 0.1 | $617k | 5.8k | 106.25 |
|
|
| Micron Technology (MU) | 0.1 | $560k | NEW | 3.3k | 167.36 |
|
| Lumentum Hldgs (LITE) | 0.1 | $538k | NEW | 3.3k | 162.64 |
|
| Irhythm Technologies (IRTC) | 0.1 | $467k | -70% | 2.7k | 171.82 |
|
| Credo Technology Group Holding (CRDO) | 0.1 | $440k | NEW | 3.0k | 145.45 |
|
| Barclays (BCS) | 0.1 | $437k | 21k | 20.69 |
|
|
| Beigene (ONC) | 0.1 | $418k | NEW | 1.2k | 340.39 |
|
| Credicorp (BAP) | 0.1 | $408k | NEW | 1.5k | 266.49 |
|
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 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
- O'Neil Global Advisors 2022 Q1 filed May 12, 2022