O'Neil Global Advisors as of Sept. 30, 2023
Portfolio Holdings for O'Neil Global Advisors
O'Neil Global Advisors holds 52 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 29.6 | $33M | 75k | 434.99 | |
| Tesla Motors (TSLA) | 11.0 | $12M | 49k | 250.21 | |
| Facebook Inc cl a (META) | 10.5 | $12M | 39k | 300.22 | |
| Arista Networks (ANET) | 7.0 | $7.7M | 42k | 183.93 | |
| Alphabet Inc Class A cs (GOOGL) | 6.1 | $6.7M | 51k | 130.86 | |
| Vertiv Holdings Llc vertiv holdings (VRT) | 5.1 | $5.6M | 150k | 37.20 | |
| Alphabet Inc Class C cs (GOOG) | 3.7 | $4.0M | 31k | 131.85 | |
| Palo Alto Networks (PANW) | 2.5 | $2.8M | 12k | 234.48 | |
| Uber Technologies (UBER) | 2.1 | $2.3M | 51k | 45.98 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 2.1 | $2.3M | 14k | 167.40 | |
| Servicenow (NOW) | 1.5 | $1.7M | 3.0k | 558.81 | |
| Argenx Se (ARGX) | 1.0 | $1.1M | 2.3k | 491.42 | |
| Futu Hldgs (FUTU) | 0.8 | $924k | 16k | 57.81 | |
| New Oriental Education & Techn (EDU) | 0.8 | $897k | 15k | 58.53 | |
| Elastic N V ord (ESTC) | 0.8 | $839k | 10k | 81.28 | |
| Globant S A (GLOB) | 0.8 | $835k | 4.2k | 197.91 | |
| Okta Inc cl a (OKTA) | 0.7 | $827k | 10k | 81.51 | |
| Nutanix Inc cl a (NTNX) | 0.7 | $820k | 24k | 34.89 | |
| Pinduoduo (PDD) | 0.7 | $812k | 8.3k | 98.13 | |
| Amazon (AMZN) | 0.7 | $763k | 6.0k | 127.08 | |
| Booking Holdings (BKNG) | 0.6 | $682k | 221.00 | 3085.97 | |
| Duolingo (DUOL) | 0.6 | $621k | 3.7k | 165.78 | |
| Oshkosh Corporation (OSK) | 0.6 | $615k | 6.4k | 95.38 | |
| Accenture (ACN) | 0.5 | $584k | 1.9k | 307.37 | |
| Appfolio (APPF) | 0.5 | $555k | 3.0k | 182.57 | |
| Elf Beauty (ELF) | 0.5 | $544k | 5.0k | 109.77 | |
| Wabtec Corporation (WAB) | 0.5 | $522k | 4.9k | 106.27 | |
| Trip Com Intl Ltd Sponsored Ad (TCOM) | 0.4 | $494k | 14k | 34.96 | |
| Zscaler Incorporated (ZS) | 0.4 | $484k | 3.1k | 155.73 | |
| Luckin Coffee (LKNCY) | 0.4 | $472k | 14k | 34.98 | |
| Lululemon Athletica (LULU) | 0.4 | $464k | 1.2k | 386.02 | |
| Braze (BRZE) | 0.4 | $460k | 9.8k | 46.77 | |
| Atlassian Corporation Cl A (TEAM) | 0.4 | $441k | 2.2k | 201.65 | |
| Coupang (CPNG) | 0.4 | $440k | 26k | 16.99 | |
| Cinemark Holdings (CNK) | 0.4 | $437k | 24k | 18.37 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.4 | $427k | 2.2k | 197.96 | |
| Nextracker (NXT) | 0.4 | $424k | 11k | 40.16 | |
| Dlocal Ltd Class A (DLO) | 0.4 | $421k | 22k | 19.19 | |
| Embraer S A (ERJ) | 0.4 | $390k | 28k | 13.71 | |
| Boston Scientific Corporation (BSX) | 0.4 | $387k | 7.3k | 52.75 | |
| Copart (CPRT) | 0.3 | $354k | 8.2k | 43.06 | |
| Marathon Petroleum Corp (MPC) | 0.3 | $306k | 2.0k | 151.41 | |
| Tenable Hldgs (TENB) | 0.3 | $305k | 6.8k | 44.83 | |
| Samsara (IOT) | 0.2 | $260k | 10k | 25.19 | |
| Shopify Inc cl a (SHOP) | 0.2 | $260k | 4.8k | 54.47 | |
| Neurocrine Biosciences (NBIX) | 0.2 | $247k | 2.2k | 112.37 | |
| Molina Healthcare (MOH) | 0.2 | $235k | 718.00 | 327.30 | |
| Allegheny Technologies Incorporated (ATI) | 0.2 | $234k | 5.7k | 41.13 | |
| Doordash (DASH) | 0.2 | $217k | 2.7k | 79.40 | |
| Rivian Automotive Inc Class A (RIVN) | 0.2 | $212k | 8.8k | 24.23 | |
| Sprouts Fmrs Mkt (SFM) | 0.2 | $210k | 4.9k | 42.84 | |
| Manhattan Associates (MANH) | 0.2 | $207k | 1.0k | 197.90 |
