O'Neil Global Advisors as of Dec. 31, 2023
Portfolio Holdings for O'Neil Global Advisors
O'Neil Global Advisors holds 51 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 46.7 | $80M | 162k | 495.22 | |
| Tesla Motors (TSLA) | 6.0 | $10M | 42k | 248.49 | |
| Facebook Inc cl a (META) | 5.7 | $9.8M | 28k | 353.97 | |
| Snowflake Inc Cl A (SNOW) | 5.4 | $9.4M | 47k | 199.00 | |
| Advanced Micro Devices (AMD) | 4.2 | $7.3M | 49k | 147.41 | |
| Network Associates Inc cl a (NET) | 3.7 | $6.4M | 77k | 83.26 | |
| Microsoft Corporation (MSFT) | 3.4 | $5.8M | 16k | 376.05 | |
| Vertiv Holdings Llc vertiv holdings (VRT) | 3.3 | $5.7M | 119k | 48.03 | |
| Amazon (AMZN) | 2.3 | $3.9M | 26k | 151.92 | |
| Alphabet Inc Class A cs (GOOGL) | 1.8 | $3.1M | 22k | 139.67 | |
| Affirm Hldgs (AFRM) | 1.3 | $2.3M | 46k | 49.14 | |
| Pinduoduo (PDD) | 1.3 | $2.2M | 15k | 146.31 | |
| Ryanair Holdings (RYAAY) | 1.1 | $1.9M | 14k | 133.40 | |
| Servicenow (NOW) | 0.9 | $1.6M | 2.3k | 706.67 | |
| JPMorgan Chase & Co. (JPM) | 0.8 | $1.4M | 8.2k | 170.12 | |
| Lululemon Athletica (LULU) | 0.8 | $1.4M | 2.7k | 511.14 | |
| Uber Technologies (UBER) | 0.7 | $1.2M | 20k | 61.58 | |
| Arista Networks (ANET) | 0.7 | $1.1M | 4.9k | 235.46 | |
| Lam Research Corporation (LRCX) | 0.6 | $1.1M | 1.4k | 783.57 | |
| Wingstop (WING) | 0.6 | $1.0M | 4.0k | 256.47 | |
| Duolingo (DUOL) | 0.6 | $1.0M | 4.5k | 226.83 | |
| Mongodb Inc. Class A (MDB) | 0.6 | $991k | 2.4k | 408.83 | |
| Booking Holdings (BKNG) | 0.6 | $958k | 270.00 | 3548.15 | |
| Doordash (DASH) | 0.5 | $881k | 8.9k | 98.91 | |
| Fomento Economico Mexicano SAB (FMX) | 0.5 | $875k | 6.7k | 130.36 | |
| Zscaler Incorporated (ZS) | 0.5 | $807k | 3.6k | 221.52 | |
| Axon Enterprise (AXON) | 0.5 | $776k | 3.0k | 258.49 | |
| New Oriental Education & Techn (EDU) | 0.4 | $749k | 10k | 73.29 | |
| Arm Holdings (ARM) | 0.4 | $664k | 8.8k | 75.20 | |
| Nutanix Inc cl a (NTNX) | 0.4 | $604k | 13k | 47.65 | |
| Coinbase Global (COIN) | 0.3 | $555k | 3.2k | 174.04 | |
| Elastic N V ord (ESTC) | 0.3 | $446k | 4.0k | 112.77 | |
| MercadoLibre (MELI) | 0.2 | $415k | 264.00 | 1571.97 | |
| Manhattan Associates (MANH) | 0.2 | $407k | 1.9k | 215.57 | |
| Ftai Aviation (FTAI) | 0.2 | $374k | 8.1k | 46.42 | |
| TransDigm Group Incorporated (TDG) | 0.2 | $366k | 362.00 | 1011.05 | |
| Copart (CPRT) | 0.2 | $327k | 6.7k | 48.98 | |
| Nu Hldgs Ltd Ord Shs Cl A (NU) | 0.2 | $298k | 36k | 8.34 | |
| Palo Alto Networks (PANW) | 0.2 | $295k | 1.0k | 295.00 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.2 | $291k | 1.1k | 255.71 | |
| Chipotle Mexican Grill (CMG) | 0.2 | $286k | 125.00 | 2288.00 | |
| Woodward Governor Company (WWD) | 0.2 | $277k | 2.0k | 136.05 | |
| Braze (BRZE) | 0.2 | $265k | 5.0k | 53.10 | |
| Allegheny Technologies Incorporated (ATI) | 0.1 | $255k | 5.6k | 45.45 | |
| Dynatrace (DT) | 0.1 | $242k | 4.4k | 54.59 | |
| Oshkosh Corporation (OSK) | 0.1 | $240k | 2.2k | 108.60 | |
| Exelixis (EXEL) | 0.1 | $233k | 9.7k | 23.97 | |
| SPS Commerce (SPSC) | 0.1 | $223k | 1.2k | 193.41 | |
| Medpace Hldgs (MEDP) | 0.1 | $213k | 695.00 | 306.47 | |
| Houlihan Lokey Inc cl a (HLI) | 0.1 | $207k | 1.7k | 119.79 | |
| Neurocrine Biosciences (NBIX) | 0.1 | $202k | 1.5k | 131.60 |
