O'Neil Global Advisors

O'Neil Global Advisors as of Sept. 30, 2021

Portfolio Holdings for O'Neil Global Advisors

O'Neil Global Advisors holds 74 positions in its portfolio as reported in the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Tesla Motors (TSLA) 28.5 $37M 48k 775.48
NVIDIA Corporation (NVDA) 10.7 $14M 67k 207.16
Crowdstrike Hldgs Inc cl a (CRWD) 5.6 $7.3M 30k 245.79
Palantir Technologies (PLTR) 5.2 $6.7M 280k 24.04
Advanced Micro Devices (AMD) 4.8 $6.3M 61k 102.90
Dex (DXCM) 4.5 $5.9M 11k 546.87
SVB Financial (SIVBQ) 3.4 $4.4M 6.9k 646.86
Goldman Sachs (GS) 3.3 $4.3M 11k 378.06
Zoominfo Technologies (ZI) 2.2 $2.9M 48k 61.19
ON Semiconductor (ON) 2.0 $2.6M 56k 45.77
Datadog Inc Cl A (DDOG) 1.8 $2.3M 16k 141.34
Bank of America Corporation (BAC) 1.5 $1.9M 45k 42.46
Square Inc cl a (SQ) 1.3 $1.6M 6.8k 239.85
Lendingclub Corp (LC) 1.0 $1.4M 48k 28.23
Kulicke and Soffa Industries (KLIC) 1.0 $1.3M 23k 58.29
Ambarella (AMBA) 1.0 $1.3M 8.6k 155.68
Netflix (NFLX) 0.9 $1.1M 1.9k 610.37
Boston Scientific Corporation (BSX) 0.7 $911k 21k 43.38
Regeneron Pharmaceuticals (REGN) 0.7 $910k 1.5k 605.46
Lululemon Athletica (LULU) 0.6 $837k 2.1k 404.54
MercadoLibre (MELI) 0.6 $815k 485.00 1680.41
Apple (AAPL) 0.6 $806k 5.7k 141.48
Maravai Lifesciences Holdings (MRVI) 0.6 $785k 16k 49.06
Fubotv (FUBO) 0.6 $770k 32k 23.96
Microsoft Corporation (MSFT) 0.6 $763k 2.7k 281.86
Macy's (M) 0.6 $761k 34k 22.61
Dynatrace (DT) 0.6 $731k 10k 70.97
Zim Integrated Shipping Serv (ZIM) 0.6 $719k 14k 50.72
Atkore Intl (ATKR) 0.5 $668k 7.7k 86.98
Edwards Lifesciences (EW) 0.5 $657k 5.8k 113.28
Diamondback Energy (FANG) 0.5 $634k 6.7k 94.63
International Game Technology (IGT) 0.5 $632k 24k 26.33
Horizon Therapeutics 0.5 $602k 5.5k 109.45
Copart (CPRT) 0.5 $595k 4.3k 138.73
Alphabet Inc Class A cs (GOOGL) 0.4 $583k 218.00 2674.31
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.4 $558k 1.5k 361.17
Servicenow (NOW) 0.4 $530k 851.00 622.80
Signet Jewelers (SIG) 0.4 $521k 6.6k 78.92
Avis Budget (CAR) 0.4 $503k 4.3k 116.41
Louisiana-Pacific Corporation (LPX) 0.4 $481k 7.8k 61.31
Repligen Corporation (RGEN) 0.4 $479k 1.7k 288.90
Sitime Corp (SITM) 0.4 $473k 2.3k 204.23
Matson (MATX) 0.4 $472k 5.9k 80.67
Monday (MNDY) 0.4 $471k 1.4k 326.40
Celsius Holdings (CELH) 0.4 $471k 5.2k 90.14
Crocs (CROX) 0.4 $468k 3.3k 143.56
Seaworld Entertainment (PRKS) 0.4 $466k 8.4k 55.37
Globant S A (GLOB) 0.4 $465k 1.7k 280.80
United States Steel Corporation (X) 0.4 $458k 21k 21.97
Tandem Diabetes Care (TNDM) 0.4 $457k 3.8k 119.48
Ternium (TX) 0.4 $457k 11k 42.26
Livent Corp 0.3 $438k 19k 23.11
Power Integrations (POWI) 0.3 $436k 4.4k 99.02
Terex Corporation (TEX) 0.3 $433k 10k 42.06
Accenture (ACN) 0.3 $430k 1.3k 319.94
Shockwave Med (SWAV) 0.3 $427k 2.1k 205.98
Morgan Stanley (MS) 0.3 $420k 4.3k 97.27
eBay (EBAY) 0.3 $419k 6.0k 69.59
Builders FirstSource (BLDR) 0.3 $407k 7.9k 51.77
Quanta Services (PWR) 0.3 $396k 3.5k 113.89
Magnolia Oil & Gas Corp magnolia oil & gas corp (MGY) 0.3 $334k 19k 17.79
Vail Resorts (MTN) 0.2 $309k 926.00 333.69
Targa Res Corp (TRGP) 0.2 $292k 5.9k 49.26
Tradeweb Markets (TW) 0.2 $283k 3.5k 80.86
Network Associates Inc cl a (NET) 0.2 $282k 2.5k 112.53
Dlocal Ltd Class A (DLO) 0.2 $276k 5.1k 54.57
Devon Energy Corporation (DVN) 0.2 $272k 7.7k 35.51
Align Technology (ALGN) 0.2 $268k 402.00 666.67
Generac Holdings (GNRC) 0.2 $247k 604.00 408.94
Continental Resources 0.2 $227k 4.9k 46.10
Red Rock Resorts Inc Cl A (RRR) 0.2 $220k 4.3k 51.16
China Const Bk 0.0 $42k 30k 1.41
CGN Meiya Power 0.0 $19k 18k 1.06
Cifi Holdings Group 0.0 $7.0k 10k 0.70