O'Neil Global Advisors as of March 31, 2024
Portfolio Holdings for O'Neil Global Advisors
O'Neil Global Advisors holds 36 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 42.4 | $34M | 38k | 903.55 | |
| Vertiv Holdings Llc vertiv holdings (VRT) | 11.8 | $9.6M | 118k | 81.67 | |
| Applovin Corp Class A (APP) | 11.4 | $9.3M | 134k | 69.22 | |
| Eaton (ETN) | 7.7 | $6.3M | 20k | 312.70 | |
| Nu Hldgs Ltd Ord Shs Cl A (NU) | 3.2 | $2.6M | 221k | 11.93 | |
| TPG (TPG) | 2.5 | $2.1M | 46k | 44.70 | |
| New Oriental Education & Techn (EDU) | 2.2 | $1.8M | 21k | 86.82 | |
| Ryanair Holdings (RYAAY) | 2.0 | $1.6M | 11k | 145.61 | |
| Axon Enterprise (AXON) | 1.7 | $1.4M | 4.3k | 312.96 | |
| Doordash (DASH) | 1.5 | $1.2M | 8.9k | 137.77 | |
| Wingstop (WING) | 1.4 | $1.2M | 3.2k | 366.37 | |
| Coinbase Global (COIN) | 1.3 | $1.1M | 4.0k | 265.12 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.8 | $663k | 2.1k | 320.44 | |
| Cava Group Ord (CAVA) | 0.8 | $660k | 9.4k | 70.03 | |
| Uber Technologies (UBER) | 0.8 | $639k | 8.3k | 77.02 | |
| Nutanix Inc cl a (NTNX) | 0.8 | $631k | 10k | 61.71 | |
| Microsoft Corporation (MSFT) | 0.7 | $589k | 1.4k | 420.71 | |
| Arista Networks (ANET) | 0.7 | $578k | 2.0k | 290.02 | |
| Square Inc cl a (SQ) | 0.7 | $574k | 6.8k | 84.64 | |
| Fidelity Wise Origin Bitcoin (FBTC) | 0.5 | $434k | 7.0k | 62.00 | |
| Ftai Aviation (FTAI) | 0.4 | $360k | 5.3k | 67.33 | |
| Oshkosh Corporation (OSK) | 0.4 | $296k | 2.4k | 124.89 | |
| Shockwave Med | 0.3 | $269k | 825.00 | 326.06 | |
| Network Associates Inc cl a (NET) | 0.3 | $267k | 2.8k | 96.81 | |
| Draftkings (DKNG) | 0.3 | $252k | 5.5k | 45.45 | |
| Neurocrine Biosciences (NBIX) | 0.3 | $250k | 1.8k | 138.12 | |
| Monday (MNDY) | 0.3 | $249k | 1.1k | 225.54 | |
| Meritage Homes Corporation (MTH) | 0.3 | $240k | 1.4k | 175.82 | |
| Informatica (INFA) | 0.3 | $226k | 6.4k | 35.07 | |
| Carnival Corporation (CCL) | 0.3 | $225k | 14k | 16.30 | |
| Medpace Hldgs (MEDP) | 0.3 | $223k | 551.00 | 404.72 | |
| Cleveland-cliffs (CLF) | 0.3 | $223k | 9.8k | 22.76 | |
| Varonis Sys (VRNS) | 0.3 | $215k | 4.6k | 47.20 | |
| Booz Allen Hamilton Holding Corporation (BAH) | 0.3 | $215k | 1.4k | 148.69 | |
| Universal Health Services (UHS) | 0.2 | $201k | 1.1k | 182.56 | |
| F.N.B. Corporation (FNB) | 0.2 | $175k | 12k | 14.07 |
