O'Neil Global Advisors as of Sept. 30, 2022
Portfolio Holdings for O'Neil Global Advisors
O'Neil Global Advisors holds 37 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tesla Motors (TSLA) | 13.3 | $3.4M | 13k | 265.25 | |
| Shockwave Med | 7.7 | $1.9M | 7.0k | 278.02 | |
| Celsius Holdings (CELH) | 6.2 | $1.6M | 17k | 90.70 | |
| Sociedad Quimica y Minera (SQM) | 5.3 | $1.3M | 15k | 90.74 | |
| ON Semiconductor (ON) | 4.5 | $1.1M | 18k | 62.36 | |
| Molina Healthcare (MOH) | 3.8 | $963k | 2.9k | 329.79 | |
| Apple (AAPL) | 3.6 | $899k | 6.5k | 138.14 | |
| Albemarle Corporation (ALB) | 3.5 | $873k | 3.3k | 264.31 | |
| Bj's Wholesale Club Holdings (BJ) | 3.0 | $758k | 10k | 72.85 | |
| Wells Fargo & Company (WFC) | 2.5 | $628k | 16k | 40.22 | |
| Berkshire Hathaway (BRK.B) | 2.5 | $627k | 2.4k | 266.81 | |
| AutoZone (AZO) | 2.4 | $608k | 284.00 | 2140.85 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 2.4 | $608k | 2.1k | 289.52 | |
| Uber Technologies (UBER) | 2.3 | $578k | 22k | 26.49 | |
| Eli Lilly & Co. (LLY) | 2.1 | $540k | 1.7k | 323.16 | |
| 4068594 Enphase Energy (ENPH) | 2.1 | $527k | 1.9k | 277.22 | |
| Knowbe4 | 2.0 | $514k | 25k | 20.82 | |
| NVIDIA Corporation (NVDA) | 2.0 | $509k | 4.2k | 121.33 | |
| DV (DV) | 2.0 | $504k | 18k | 27.33 | |
| Crestwood Equity Partners master ltd part | 2.0 | $504k | 18k | 27.76 | |
| Axonics Modulation Technolog (AXNX) | 2.0 | $503k | 7.1k | 70.39 | |
| Frontline | 1.9 | $487k | 45k | 10.93 | |
| Trade Desk (TTD) | 1.8 | $460k | 7.7k | 59.74 | |
| Chipotle Mexican Grill (CMG) | 1.8 | $449k | 299.00 | 1501.67 | |
| Paylocity Holding Corporation (PCTY) | 1.7 | $431k | 1.8k | 241.32 | |
| Evolent Health (EVH) | 1.6 | $415k | 12k | 35.93 | |
| Neurocrine Biosciences (NBIX) | 1.6 | $412k | 3.9k | 106.16 | |
| Sunnova Energy International (NOVA) | 1.6 | $399k | 18k | 22.07 | |
| First Citizens BancShares (FCNCA) | 1.6 | $399k | 500.00 | 798.00 | |
| Livent Corp | 1.5 | $389k | 13k | 30.63 | |
| Biogen Idec (BIIB) | 1.5 | $371k | 1.4k | 266.71 | |
| Cal-Maine Foods (CALM) | 1.3 | $317k | 5.7k | 55.53 | |
| Dollar General (DG) | 1.2 | $309k | 1.3k | 239.72 | |
| Palo Alto Networks (PANW) | 1.2 | $306k | 1.9k | 163.64 | |
| Microsoft Corporation (MSFT) | 0.8 | $208k | 895.00 | 232.40 | |
| Allegheny Technologies Incorporated (ATI) | 0.8 | $206k | 7.7k | 26.63 | |
| Chargepoint Holdings Inc Com Cl A (CHPT) | 0.8 | $199k | 14k | 14.74 |
