O'Neil Global Advisors

O'Neil Global Advisors as of March 31, 2022

Portfolio Holdings for O'Neil Global Advisors

O'Neil Global Advisors holds 62 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Trust Series 1 (QQQ) 14.4 $28M 77k 362.54
Tesla Motors (TSLA) 13.8 $27M 25k 1077.62
NVIDIA Corporation (NVDA) 8.7 $17M 62k 272.86
Advanced Micro Devices (AMD) 6.9 $13M 122k 109.34
Alphabet Inc Class A cs (GOOGL) 6.2 $12M 4.3k 2781.44
Crowdstrike Hldgs Inc cl a (CRWD) 5.2 $10M 44k 227.07
Palo Alto Networks (PANW) 4.9 $9.5M 15k 622.49
Arista Networks (ANET) 3.9 $7.5M 54k 138.97
ON Semiconductor (ON) 3.6 $7.0M 112k 62.61
Live Nation Entertainment (LYV) 3.2 $6.1M 52k 117.63
Apple (AAPL) 1.9 $3.7M 21k 174.60
Vertex Pharmaceuticals Incorporated (VRTX) 1.6 $3.1M 12k 261.01
Nxp Semiconductors N V (NXPI) 1.6 $3.1M 17k 185.07
Monolithic Power Systems (MPWR) 1.4 $2.7M 5.6k 485.64
Global Foundries (GFS) 1.4 $2.7M 43k 62.42
Dutch Bros (BROS) 1.3 $2.5M 45k 55.26
Callon Petroleum 1.3 $2.4M 41k 59.08
Qualcomm (QCOM) 1.2 $2.3M 15k 152.81
4068594 Enphase Energy (ENPH) 1.2 $2.3M 12k 201.81
Ares Management Corporation cl a com stk (ARES) 1.1 $2.1M 26k 81.24
Expedia (EXPE) 1.1 $2.1M 11k 195.66
AMN Healthcare Services (AMN) 1.0 $2.0M 19k 104.32
O'reilly Automotive (ORLY) 0.9 $1.8M 2.7k 684.91
Deere & Company (DE) 0.9 $1.8M 4.3k 415.47
UnitedHealth (UNH) 0.8 $1.6M 3.2k 510.00
Airbnb (ABNB) 0.8 $1.5M 8.7k 171.76
Chubb (CB) 0.7 $1.4M 6.5k 213.85
Datadog Inc Cl A (DDOG) 0.6 $1.2M 7.7k 151.49
Tractor Supply Company (TSCO) 0.6 $1.2M 5.0k 233.40
Wells Fargo & Company (WFC) 0.5 $1.0M 21k 48.46
Servicenow (NOW) 0.5 $975k 1.8k 557.14
Microsoft Corporation (MSFT) 0.5 $925k 3.0k 308.33
Costco Wholesale Corporation (COST) 0.5 $921k 1.6k 575.62
Union Pacific Corporation (UNP) 0.5 $902k 3.3k 273.33
Agnico (AEM) 0.4 $857k 14k 61.21
Shockwave Med 0.4 $809k 3.9k 207.44
Berkshire Hathaway (BRK.B) 0.4 $806k 2.3k 352.74
Atlassian Corp Plc cl a 0.4 $793k 2.7k 293.70
Horizon Therapeutics 0.4 $684k 6.5k 105.23
Livent Corp 0.3 $518k 20k 26.06
Diamondback Energy (FANG) 0.3 $496k 3.6k 137.05
Solaredge Technologies (SEDG) 0.3 $487k 1.5k 322.09
American Express Company (AXP) 0.2 $411k 2.2k 186.82
Pure Storage Inc - Class A (PSTG) 0.2 $358k 10k 35.31
Marriott International (MAR) 0.2 $356k 2.0k 175.63
Mp Materials Corp (MP) 0.2 $334k 5.8k 57.40
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) 0.2 $310k 5.6k 55.27
Industries N shs - a - (LYB) 0.2 $303k 2.9k 102.85
Cargurus (CARG) 0.1 $289k 6.8k 42.48
Sociedad Quimica y Minera (SQM) 0.1 $285k 3.3k 85.51
Mongodb Inc. Class A (MDB) 0.1 $281k 633.00 443.92
Molina Healthcare (MOH) 0.1 $269k 807.00 333.33
Marathon Oil Corporation (MRO) 0.1 $265k 11k 25.10
Equinor Asa (EQNR) 0.1 $264k 7.0k 37.58
Valero Energy Corporation (VLO) 0.1 $255k 2.5k 101.47
Peabody Energy (BTU) 0.1 $235k 9.6k 24.50
Clearway Energy Inc cl c (CWEN) 0.1 $215k 5.9k 36.53
Cheniere Energy (LNG) 0.1 $211k 1.5k 138.45
Plains Gp Holdings Lp-cl A (PAGP) 0.1 $176k 15k 11.53
Guanghui Energy Co Ltd-a 0.0 $17k 13k 1.29
Shanghai Mechanical And El-b Shares 0.0 $7.0k 10k 0.68
Pacific Basin Shipping 0.0 $5.0k 10k 0.50