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, META, AVGO, PLTR, and represent 79.32% of O'Neil Global Advisors's stock portfolio.
- Added to shares of these 10 stocks: AVGO (+$32M), GOOGL (+$16M), AMZN (+$6.0M), CRDO, APP, CCJ, GEV, SHOP, CORT, ARGX.
- Started 16 new stock positions in Z, V, CCJ, GEV, MMYT, SHOP, RBLX, ARGX, VCYT, AMZN. GOOGL, COIN, ATAT, CRDO, CORT, EAT.
- Reduced shares in these 10 stocks: TSLA (-$47M), META (-$23M), AFRM (-$23M), TTD (-$12M), , NVDA (-$11M), AAPL (-$8.7M), TSM (-$7.1M), ONON (-$6.3M), VRT (-$5.8M).
- Sold out of its positions in AMD, AEM, BABA, ARM, AXON, BX, CAVA, DHI, PI, KKR.
- O'Neil Global Advisors was a net seller of stock by $-138M.
- O'Neil Global Advisors has $342M in assets under management (AUM), dropping by -12.59%.
- Central Index Key (CIK): 0001861159
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Portfolio Holdings for O'Neil Global Advisors
O'Neil Global Advisors holds 37 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Tesla Motors (TSLA) | 22.3 | $76M | -37% | 189k | 403.84 |
|
NVIDIA Corporation (NVDA) | 21.0 | $72M | -13% | 536k | 134.29 |
|
Facebook Inc cl a (META) | 13.2 | $45M | -34% | 77k | 585.51 |
|
Broadcom (AVGO) | 11.8 | $40M | +403% | 174k | 231.84 |
|
Palantir Technologies (PLTR) | 11.1 | $38M | -3% | 501k | 75.63 |
|
Alphabet Inc Class A cs (GOOGL) | 4.7 | $16M | NEW | 86k | 189.30 |
|
Amazon (AMZN) | 1.7 | $6.0M | NEW | 27k | 219.40 |
|
Applovin Corp Class A (APP) | 1.6 | $5.3M | +157% | 16k | 323.84 |
|
Credo Technology Group Holding (CRDO) | 1.4 | $4.7M | NEW | 70k | 67.21 |
|
Goldman Sachs (GS) | 1.0 | $3.4M | +12% | 6.0k | 572.55 |
|
Vertiv Holdings Llc vertiv holdings (VRT) | 0.9 | $3.0M | -65% | 27k | 113.63 |
|
Servicenow (NOW) | 0.8 | $2.9M | -14% | 2.7k | 1060.15 |
|
Cameco Corporation (CCJ) | 0.6 | $2.2M | NEW | 43k | 51.39 |
|
Howmet Aerospace (HWM) | 0.6 | $2.1M | 20k | 109.39 |
|
|
Ge Vernova (GEV) | 0.6 | $2.1M | NEW | 6.3k | 328.87 |
|
Shopify Inc cl a (SHOP) | 0.6 | $2.0M | NEW | 19k | 106.32 |
|
Ishares Bitcoin Tr (IBIT) | 0.5 | $1.8M | +122% | 34k | 53.06 |
|
Corcept Therapeutics Incorporated (CORT) | 0.5 | $1.7M | NEW | 34k | 50.38 |
|
Argenx Se (ARGX) | 0.5 | $1.6M | NEW | 2.6k | 614.89 |
|
Fidelity Wise Origin Bitcoin (FBTC) | 0.5 | $1.6M | -54% | 20k | 81.58 |
|
Freshpet (FRPT) | 0.4 | $1.5M | -27% | 10k | 148.11 |
|
Makemytrip Limited Mauritius (MMYT) | 0.4 | $1.4M | NEW | 13k | 112.24 |
|
Brinker International (EAT) | 0.4 | $1.3M | NEW | 9.9k | 132.27 |
|
Sprouts Fmrs Mkt (SFM) | 0.4 | $1.2M | +90% | 9.6k | 127.05 |
|
Roblox Corp (RBLX) | 0.3 | $1.1M | NEW | 19k | 57.85 |
|
Virtu Financial Inc Class A (VIRT) | 0.3 | $1.0M | +72% | 29k | 35.68 |
|
Coinbase Global (COIN) | 0.3 | $869k | NEW | 3.5k | 248.29 |
|
Visa (V) | 0.2 | $792k | NEW | 2.5k | 316.04 |
|
Veracyte (VCYT) | 0.2 | $751k | NEW | 19k | 39.62 |
|
Atour Lifestyle Holdings Ltd Sponsored (ATAT) | 0.2 | $717k | NEW | 27k | 26.89 |
|
Affirm Hldgs (AFRM) | 0.2 | $682k | -97% | 11k | 60.93 |
|
Apple (AAPL) | 0.2 | $548k | -94% | 2.2k | 250.23 |
|
JPMorgan Chase & Co. (JPM) | 0.2 | $531k | 2.2k | 239.62 |
|
|
Zillow Group Inc Cl C Cap Stk (Z) | 0.1 | $507k | NEW | 6.8k | 74.08 |
|
Sea Ltd Adr Isin Us81141r1005 (SE) | 0.1 | $419k | -36% | 4.0k | 106.08 |
|
Morgan Stanley (MS) | 0.1 | $357k | -64% | 2.8k | 125.62 |
|
Ftai Aviation (FTAI) | 0.1 | $314k | -88% | 2.2k | 144.04 |
|
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 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
- 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