O'Neil Global Advisors as of March 31, 2023
Portfolio Holdings for O'Neil Global Advisors
O'Neil Global Advisors holds 64 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Advanced Micro Devices (AMD) | 12.1 | $24M | 239k | 98.01 | |
| Microsoft Corporation (MSFT) | 9.7 | $19M | 65k | 288.30 | |
| NVIDIA Corporation (NVDA) | 7.8 | $15M | 55k | 277.77 | |
| Palo Alto Networks (PANW) | 6.0 | $12M | 58k | 199.74 | |
| Airbnb (ABNB) | 5.5 | $11M | 85k | 124.40 | |
| salesforce (CRM) | 4.8 | $9.2M | 46k | 199.77 | |
| MercadoLibre (MELI) | 4.5 | $8.7M | 6.6k | 1318.09 | |
| Shift4 Payments Cl A Ord (FOUR) | 4.2 | $8.1M | 107k | 75.80 | |
| Tesla Motors (TSLA) | 4.1 | $8.0M | 39k | 207.47 | |
| Uipath Inc Cl A (PATH) | 3.3 | $6.3M | 360k | 17.56 | |
| Super Micro Computer (SMCI) | 3.1 | $6.0M | 57k | 106.55 | |
| Okta Inc cl a (OKTA) | 2.5 | $4.9M | 57k | 86.24 | |
| Global Foundries (GFS) | 2.3 | $4.5M | 62k | 72.19 | |
| Allegro Microsystems Ord (ALGM) | 2.3 | $4.4M | 92k | 47.99 | |
| DV (DV) | 2.0 | $3.9M | 130k | 30.15 | |
| Network Associates Inc cl a (NET) | 2.0 | $3.8M | 62k | 61.66 | |
| Insulet Corporation (PODD) | 1.8 | $3.5M | 11k | 318.95 | |
| On Hldg (ONON) | 1.7 | $3.3M | 106k | 31.03 | |
| Wingstop (WING) | 1.6 | $3.0M | 17k | 183.59 | |
| Pagerduty (PD) | 1.5 | $2.8M | 81k | 34.98 | |
| C3 Ai (AI) | 1.3 | $2.6M | 78k | 33.57 | |
| Crocs (CROX) | 1.2 | $2.3M | 18k | 126.44 | |
| Apple (AAPL) | 1.1 | $2.2M | 13k | 164.89 | |
| STMicroelectronics (STM) | 0.9 | $1.7M | 31k | 53.48 | |
| Mobileye Global (MBLY) | 0.8 | $1.5M | 35k | 43.28 | |
| Monday (MNDY) | 0.8 | $1.5M | 11k | 142.79 | |
| Impinj (PI) | 0.7 | $1.4M | 10k | 135.55 | |
| Hubspot (HUBS) | 0.7 | $1.3M | 3.0k | 428.91 | |
| Facebook Inc cl a (META) | 0.6 | $1.2M | 5.5k | 212.00 | |
| Arista Networks (ANET) | 0.6 | $1.1M | 6.8k | 167.89 | |
| Uber Technologies (UBER) | 0.5 | $1.0M | 32k | 31.70 | |
| Draftkings (DKNG) | 0.5 | $978k | 51k | 19.35 | |
| Lattice Semiconductor (LSCC) | 0.5 | $936k | 9.8k | 95.55 | |
| Reliance Steel & Aluminum (RS) | 0.5 | $929k | 3.6k | 256.77 | |
| Workday Inc cl a (WDAY) | 0.5 | $923k | 4.5k | 206.49 | |
| Hims & Hers Heal (HIMS) | 0.4 | $796k | 80k | 9.91 | |
| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 0.3 | $662k | 8.0k | 82.56 | |
| Aaon (AAON) | 0.3 | $612k | 6.3k | 96.76 | |
| Axon Enterprise (AXON) | 0.3 | $599k | 2.7k | 225.02 | |
| Visteon Corporation (VC) | 0.3 | $523k | 3.3k | 156.77 | |
| Asana (ASAN) | 0.3 | $523k | 25k | 21.12 | |
| Applied Industrial Technologies (AIT) | 0.3 | $521k | 3.7k | 142.08 | |
| Samsara (IOT) | 0.3 | $518k | 26k | 19.74 | |
| Cal-Maine Foods (CALM) | 0.3 | $516k | 8.5k | 60.83 | |
| Maxeon Solar Technolog F (MAXN) | 0.3 | $514k | 19k | 26.56 | |
| Flywire Corporation (FLYW) | 0.3 | $509k | 17k | 29.36 | |
| Sanmina (SANM) | 0.3 | $505k | 8.3k | 61.01 | |
| Catalyst Pharmaceutical Partners (CPRX) | 0.3 | $487k | 29k | 16.60 | |
| Monolithic Power Systems (MPWR) | 0.2 | $462k | 923.00 | 500.54 | |
| Inspire Med Sys (INSP) | 0.2 | $411k | 1.8k | 233.92 | |
| Ftai Aviation (FTAI) | 0.2 | $384k | 14k | 27.97 | |
| Fortinet (FTNT) | 0.2 | $352k | 5.3k | 66.42 | |
| Copart (CPRT) | 0.2 | $346k | 4.6k | 75.22 | |
| Analog Devices (ADI) | 0.2 | $346k | 1.8k | 197.49 | |
| Asml Holding (ASML) | 0.2 | $340k | 500.00 | 680.00 | |
| Dynatrace (DT) | 0.2 | $340k | 8.0k | 42.30 | |
| Iridium Communications (IRDM) | 0.2 | $330k | 5.3k | 61.86 | |
| Dex (DXCM) | 0.1 | $281k | 2.4k | 116.02 | |
| Agilon Health (AGL) | 0.1 | $276k | 12k | 23.78 | |
| Boston Scientific Corporation (BSX) | 0.1 | $250k | 5.0k | 50.00 | |
| Wix (WIX) | 0.1 | $227k | 2.3k | 99.78 | |
| Evolent Health (EVH) | 0.1 | $215k | 6.6k | 32.38 | |
| iShares Russell 2000 Growth Index (IWO) | 0.1 | $205k | 906.00 | 226.27 | |
| Vertex Energy (VTNR) | 0.1 | $164k | 17k | 9.91 |
