O'Neil Global Advisors

O'Neil Global Advisors as of June 30, 2023

Portfolio Holdings for O'Neil Global Advisors

O'Neil Global Advisors holds 72 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 18.7 $90M 213k 423.02
Tesla Motors (TSLA) 12.7 $61M 233k 261.77
Microsoft Corporation (MSFT) 11.6 $56M 164k 340.54
salesforce (CRM) 6.0 $29M 137k 211.26
Mongodb Inc. Class A (MDB) 5.8 $28M 68k 411.00
Advanced Micro Devices (AMD) 4.9 $23M 205k 113.91
Alphabet Inc Class C cs (GOOG) 3.9 $19M 155k 120.97
Facebook Inc cl a (META) 3.7 $18M 62k 286.98
Apple (AAPL) 3.1 $15M 76k 193.97
Alphabet Inc Class A cs (GOOGL) 2.8 $14M 113k 119.70
Asml Holding (ASML) 2.6 $13M 17k 724.75
Shockwave Med 2.4 $12M 40k 285.40
Dex (DXCM) 2.3 $11M 86k 128.51
On Hldg (ONON) 2.2 $11M 325k 33.00
Workday Inc cl a (WDAY) 1.7 $8.1M 36k 225.89
Palo Alto Networks (PANW) 1.5 $7.2M 28k 255.51
Intuitive Surgical (ISRG) 1.3 $6.4M 19k 341.92
American Airls (AAL) 1.1 $5.3M 295k 17.94
Broadcom (AVGO) 0.9 $4.3M 5.0k 867.48
Confluent (CFLT) 0.8 $4.1M 116k 35.31
Rambus (RMBS) 0.8 $3.8M 59k 64.17
Hubspot (HUBS) 0.8 $3.7M 7.0k 532.16
Datadog Inc Cl A (DDOG) 0.8 $3.7M 37k 98.39
Amazon (AMZN) 0.7 $3.2M 24k 130.38
Accenture (ACN) 0.5 $2.5M 8.2k 308.60
Uber Technologies (UBER) 0.4 $1.9M 45k 43.18
Oracle Corporation (ORCL) 0.4 $1.7M 14k 119.11
Celsius Holdings (CELH) 0.3 $1.5M 10k 149.19
Elf Beauty (ELF) 0.3 $1.3M 11k 114.23
Booking Holdings (BKNG) 0.3 $1.3M 473.00 2699.79
Draftkings (DKNG) 0.2 $1.1M 41k 26.57
Inspire Med Sys (INSP) 0.2 $1.0M 3.2k 324.66
Kinsale Cap Group (KNSL) 0.2 $1.0M 2.7k 374.12
Marvell Technology (MRVL) 0.2 $1.0M 17k 59.76
Taiwan Semiconductor Mfg (TSM) 0.2 $949k 9.4k 100.96
Trade Desk (TTD) 0.2 $924k 12k 77.19
Doordash (DASH) 0.2 $903k 12k 76.40
Fortinet (FTNT) 0.2 $847k 11k 75.62
Carpenter Technology Corporation (CRS) 0.2 $822k 15k 56.10
Unity Software (U) 0.2 $811k 19k 43.44
Lululemon Athletica (LULU) 0.2 $809k 2.1k 378.57
EXACT Sciences Corporation (EXAS) 0.2 $809k 8.6k 93.95
Shopify Inc cl a (SHOP) 0.2 $789k 12k 64.57
Boston Scientific Corporation (BSX) 0.2 $728k 14k 54.08
Copart (CPRT) 0.1 $677k 7.4k 91.24
Woodward Governor Company (WWD) 0.1 $657k 5.5k 118.85
Tidewater (TDW) 0.1 $628k 11k 55.47
Terex Corporation (TEX) 0.1 $627k 11k 59.81
Oscar Health Cl A Ord (OSCR) 0.1 $615k 76k 8.06
MasterCard Incorporated (MA) 0.1 $553k 1.4k 393.03
Flywire Corporation (FLYW) 0.1 $510k 16k 31.03
Comfort Systems USA (FIX) 0.1 $483k 2.9k 164.12
Ryanair Holdings (RYAAY) 0.1 $477k 4.3k 110.70
First Citizens BancShares (FCNCA) 0.1 $472k 368.00 1282.61
Braze (BRZE) 0.1 $443k 10k 43.78
Toast (TOST) 0.1 $405k 18k 22.56
Shoals Technologies Group Cl A Ord (SHLS) 0.1 $391k 15k 25.57
Super Micro Computer (SMCI) 0.1 $391k 1.6k 249.52
Copa Holdings Sa-class A (CPA) 0.1 $387k 3.5k 110.45
TransDigm Group Incorporated (TDG) 0.1 $383k 428.00 894.86
Gitlab (GTLB) 0.1 $363k 7.1k 51.09
Ftai Aviation (FTAI) 0.1 $355k 11k 31.66
CONMED Corporation (CNMD) 0.1 $352k 2.6k 135.96
Li Auto (LI) 0.1 $341k 9.7k 35.13
New York Community Ban 0.1 $304k 27k 11.24
Samsara (IOT) 0.1 $300k 11k 27.75
Spx Corp (SPXC) 0.1 $283k 3.3k 84.93
Allegheny Technologies Incorporated (ATI) 0.1 $275k 6.2k 44.18
Monday (MNDY) 0.1 $270k 1.6k 170.99
GXO Logistics (GXO) 0.1 $264k 4.2k 62.92
Medpace Hldgs (MEDP) 0.1 $256k 1.1k 240.38
Procore Technologies (PCOR) 0.0 $201k 3.1k 65.11