O'Neil Global Advisors
Latest statistics and disclosures from O'Neil Global Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FOUR, CELH, INMD, MEDP, BRK.B, and represent 42.35% of O'Neil Global Advisors's stock portfolio.
- Added to shares of these 10 stocks: FOUR, INMD, MEDP, JPM, CALX, DXCM, CB, CAT, HP, SCHW.
- Started 26 new stock positions in CALX, HRMY, FLEX, HP, TDW, IWO, LBRT, SMCI, FOUR, Mobileye Global.
- Reduced shares in these 10 stocks: SWAV, SQM, TSLA, ON, , ALB, BJ, , UBER, LLY.
- Sold out of its positions in ALB, ATI, AXNX, BJ, BIIB, CALM, CHPT, CMG, CEQP, DG.
- O'Neil Global Advisors was a net seller of stock by $-2.3M.
- O'Neil Global Advisors has $22M in assets under management (AUM), dropping by -14.14%.
- Central Index Key (CIK): 0001861159
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Portfolio Holdings for O'Neil Global Advisors
O'Neil Global Advisors holds 34 positions in its portfolio as reported in the December 2022 quarterly 13F filing
|Company (Ticker)||Portfolio Weight||Valued At||Change in Shares||Share Count||Share Price|
|Shift4 Payments Cl A Ord (FOUR)||21.0||$4.5M||NEW||81k||55.93|
|Celsius Holdings (CELH)||7.3||$1.6M||-12%||15k||104.02|
|Inmode Ltd. Inmd (INMD)||5.6||$1.2M||NEW||34k||35.69|
|Medpace Hldgs (MEDP)||5.2||$1.1M||NEW||5.3k||212.33|
|Berkshire Hathaway (BRK.B)||3.3||$706k||-2%||2.3k||308.97|
|Wells Fargo & Company (WFC)||2.9||$637k||15k||41.29|
|NVIDIA Corporation (NVDA)||2.8||$599k||-2%||4.1k||146.10|
|JPMorgan Chase & Co. (JPM)||2.7||$578k||NEW||4.3k||134.01|
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|Helmerich & Payne (HP)||2.2||$486k||NEW||9.8k||49.56|
|Charles Schwab Corporation (SCHW)||2.2||$483k||NEW||5.8k||83.28|
|Noble Corp (NE)||2.2||$481k||NEW||13k||37.70|
|Herc Hldgs (HRI)||2.2||$479k||NEW||3.6k||131.45|
|Liberty Oilfield Services -a (LBRT)||2.2||$479k||NEW||30k||16.00|
|Catalyst Pharmaceutical Partners (CPRX)||2.1||$462k||NEW||25k||18.60|
|Harmony Biosciences Hldgs In (HRMY)||1.9||$404k||NEW||7.3k||55.08|
|Neurocrine Biosciences (NBIX)||1.8||$392k||-15%||3.3k||119.51|
|iShares Russell 2000 Growth Index (IWO)||1.7||$370k||NEW||1.7k||214.49|
|Clear Secure (YOU)||1.6||$348k||NEW||13k||27.41|
|Tesla Motors (TSLA)||1.6||$336k||-78%||2.7k||123.08|
|Super Micro Computer (SMCI)||1.4||$306k||NEW||3.7k||82.10|
|Argenx Se (ARGX)||1.3||$288k||NEW||760.00||378.95|
|Flextronics International Ltd Com Stk (FLEX)||1.2||$255k||NEW||12k||21.48|
|Intra Cellular Therapies (ITCI)||1.1||$237k||NEW||4.5k||52.82|
|ExlService Holdings (EXLS)||1.1||$233k||NEW||1.4k||169.58|
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 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
- O'Neil Global Advisors 2021 Q4 filed Feb. 11, 2022
- O'Neil Global Advisors 2021 Q3 filed Nov. 2, 2021
- O'Neil Global Advisors 2021 Q2 filed July 12, 2021
- O'Neil Global Advisors 2021 Q1 filed May 14, 2021