O'Neil Global Advisors as of June 30, 2023
Portfolio Holdings for O'Neil Global Advisors
O'Neil Global Advisors holds 34 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 |
|---|---|---|---|---|---|
| Celsius Holdings (CELH) | 6.9 | $1.3M | 8.9k | 149.19 | |
| Elf Beauty (ELF) | 6.6 | $1.3M | 11k | 114.23 | |
| Draftkings (DKNG) | 5.6 | $1.1M | 41k | 26.57 | |
| Doordash (DASH) | 4.7 | $903k | 12k | 76.40 | |
| Inspire Med Sys (INSP) | 4.5 | $864k | 2.7k | 324.69 | |
| Kinsale Cap Group (KNSL) | 4.4 | $855k | 2.3k | 374.02 | |
| Carpenter Technology Corporation (CRS) | 4.3 | $822k | 15k | 56.10 | |
| Unity Software (U) | 4.2 | $811k | 19k | 43.44 | |
| Lululemon Athletica (LULU) | 4.2 | $809k | 2.1k | 378.57 | |
| Shopify Inc cl a (SHOP) | 4.1 | $789k | 12k | 64.57 | |
| EXACT Sciences Corporation (EXAS) | 3.8 | $730k | 7.8k | 93.88 | |
| Woodward Governor Company (WWD) | 3.4 | $657k | 5.5k | 118.85 | |
| Oscar Health Cl A Ord (OSCR) | 3.2 | $615k | 76k | 8.06 | |
| Terex Corporation (TEX) | 2.8 | $538k | 9.0k | 59.88 | |
| Tidewater (TDW) | 2.7 | $514k | 9.3k | 55.47 | |
| Uber Technologies (UBER) | 2.6 | $510k | 12k | 43.16 | |
| Comfort Systems USA (FIX) | 2.5 | $483k | 2.9k | 164.12 | |
| Ryanair Holdings (RYAAY) | 2.5 | $477k | 4.3k | 110.70 | |
| Braze (BRZE) | 2.3 | $443k | 10k | 43.78 | |
| First Citizens BancShares (FCNCA) | 2.0 | $386k | 301.00 | 1282.39 | |
| Flywire Corporation (FLYW) | 1.9 | $372k | 12k | 31.08 | |
| Shoals Technologies Group Cl A Ord (SHLS) | 1.9 | $371k | 15k | 25.55 | |
| Gitlab (GTLB) | 1.9 | $363k | 7.1k | 51.09 | |
| TransDigm Group Incorporated (TDG) | 1.9 | $359k | 402.00 | 893.03 | |
| Ftai Aviation (FTAI) | 1.8 | $355k | 11k | 31.66 | |
| Li Auto (LI) | 1.8 | $341k | 9.7k | 35.13 | |
| CONMED Corporation (CNMD) | 1.7 | $335k | 2.5k | 135.96 | |
| New York Community Ban (NYCB) | 1.6 | $304k | 27k | 11.24 | |
| Samsara (IOT) | 1.6 | $300k | 11k | 27.75 | |
| Spx Corp (SPXC) | 1.5 | $283k | 3.3k | 84.93 | |
| Asml Holding (ASML) | 1.4 | $270k | 373.00 | 723.86 | |
| Monday (MNDY) | 1.4 | $270k | 1.6k | 170.99 | |
| Toast (TOST) | 1.4 | $263k | 12k | 22.61 | |
| Copa Holdings Sa-class A (CPA) | 1.2 | $230k | 2.1k | 110.36 |
