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 | 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 |