O'Neil Global Advisors

O'Neil Global Advisors as of June 30, 2022

Portfolio Holdings for O'Neil Global Advisors

O'Neil Global Advisors holds 29 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vertex Pharmaceuticals Incorporated (VRTX) 15.2 $3.6M 13k 281.77
Daqo New Energy Corp- (DQ) 9.8 $2.3M 32k 71.37
Shockwave Med (SWAV) 8.3 $1.9M 10k 191.21
4068594 Enphase Energy (ENPH) 6.5 $1.5M 7.9k 195.28
JinkoSolar Holding (JKS) 6.2 $1.5M 21k 69.18
Jd (JD) 6.2 $1.5M 23k 64.20
Synopsys (SNPS) 3.9 $920k 3.0k 303.73
Apple (AAPL) 3.7 $880k 6.4k 136.65
AutoZone (AZO) 3.6 $840k 391.00 2148.34
Pilgrim's Pride Corporation (PPC) 3.2 $742k 24k 31.21
Quanta Services (PWR) 3.0 $714k 5.7k 125.26
Berkshire Hathaway (BRK.B) 3.0 $701k 2.6k 273.19
NVIDIA Corporation (NVDA) 2.8 $667k 4.4k 151.49
Tesla Motors (TSLA) 2.8 $649k 963.00 673.94
Wells Fargo & Company (WFC) 2.6 $612k 16k 39.19
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) 2.1 $490k 7.4k 66.07
Cal-Maine Foods (CALM) 2.1 $484k 9.8k 49.37
Albemarle Corporation (ALB) 2.0 $479k 2.3k 208.99
Sociedad Quimica y Minera (SQM) 1.7 $391k 4.7k 83.64
Avnet (AVT) 1.6 $369k 8.6k 42.89
Livent Corp 1.5 $353k 16k 22.67
Ollies Bargain Outlt Hldgs I (OLLI) 1.2 $278k 4.7k 58.85
Dollar General (DG) 1.2 $273k 1.1k 245.50
ON Semiconductor (ON) 1.1 $259k 5.2k 50.22
Fortinet (FTNT) 1.1 $254k 4.5k 56.57
Microsoft Corporation (MSFT) 1.0 $238k 928.00 256.47
W.R. Berkley Corporation (WRB) 0.9 $220k 3.2k 68.15
Sitime Corp (SITM) 0.9 $218k 1.3k 162.93
ExlService Holdings (EXLS) 0.9 $214k 1.5k 147.59