O'Neil Global Advisors as of June 30, 2024
Portfolio Holdings for O'Neil Global Advisors
O'Neil Global Advisors holds 50 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 25.5 | $54M | 439k | 123.54 | |
| Facebook Inc cl a (META) | 11.0 | $23M | 46k | 504.23 | |
| Tesla Motors (TSLA) | 9.6 | $21M | 103k | 197.88 | |
| Alphabet Inc Class A cs (GOOGL) | 5.1 | $11M | 60k | 182.15 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 5.1 | $11M | 28k | 383.19 | |
| Netflix (NFLX) | 5.0 | $11M | 16k | 674.91 | |
| Advanced Micro Devices (AMD) | 4.9 | $11M | 65k | 162.21 | |
| Servicenow (NOW) | 4.4 | $9.4M | 12k | 786.67 | |
| Novo Nordisk A/S (NVO) | 3.1 | $6.6M | 47k | 142.75 | |
| Eli Lilly & Co. (LLY) | 3.0 | $6.4M | 7.0k | 905.34 | |
| Amazon (AMZN) | 2.9 | $6.1M | 32k | 193.24 | |
| Ge Vernova (GEV) | 2.6 | $5.6M | 33k | 171.53 | |
| Vistra Energy (VST) | 1.9 | $4.0M | 46k | 85.97 | |
| Apple (AAPL) | 1.2 | $2.5M | 12k | 210.64 | |
| Microsoft Corporation (MSFT) | 1.2 | $2.5M | 5.5k | 446.91 | |
| Abercrombie & Fitch (ANF) | 1.1 | $2.3M | 13k | 177.85 | |
| Applovin Corp Class A (APP) | 1.1 | $2.3M | 28k | 83.21 | |
| Robinhood Mkts (HOOD) | 1.1 | $2.3M | 101k | 22.71 | |
| Ftai Aviation (FTAI) | 1.0 | $2.0M | 20k | 103.22 | |
| Cyberark Software (CYBR) | 0.9 | $1.8M | 6.6k | 273.47 | |
| Transmedics Group (TMDX) | 0.8 | $1.6M | 11k | 150.62 | |
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.7 | $1.5M | 18k | 86.57 | |
| Hims & Hers Heal (HIMS) | 0.7 | $1.4M | 71k | 20.20 | |
| Blueprint Medicines (BPMC) | 0.7 | $1.4M | 13k | 107.81 | |
| Cava Group Ord (CAVA) | 0.6 | $1.2M | 14k | 92.78 | |
| Monday (MNDY) | 0.6 | $1.2M | 4.9k | 240.85 | |
| Fidelity Wise Origin Bitcoin (FBTC) | 0.5 | $1.1M | 21k | 52.45 | |
| Taiwan Semiconductor Mfg (TSM) | 0.4 | $919k | 5.3k | 173.72 | |
| Twist Bioscience Corp (TWST) | 0.4 | $810k | 16k | 49.28 | |
| Camtek (CAMT) | 0.3 | $627k | 5.0k | 125.25 | |
| Arm Holdings (ARM) | 0.3 | $532k | 3.3k | 163.69 | |
| Onto Innovation (ONTO) | 0.2 | $530k | 2.4k | 219.55 | |
| Aspen Aerogels (ASPN) | 0.2 | $506k | 21k | 23.86 | |
| Nu Hldgs Ltd Ord Shs Cl A (NU) | 0.2 | $500k | 39k | 12.89 | |
| Celestica (CLS) | 0.2 | $447k | 7.8k | 57.29 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $303k | 1.5k | 202.00 | |
| Datadog Inc Cl A (DDOG) | 0.1 | $272k | 2.1k | 129.71 | |
| Carnival Corporation (CCL) | 0.1 | $266k | 14k | 18.73 | |
| Halozyme Therapeutics (HALO) | 0.1 | $249k | 4.8k | 52.42 | |
| Informatica (INFA) | 0.1 | $246k | 8.0k | 30.90 | |
| Medpace Hldgs (MEDP) | 0.1 | $235k | 570.00 | 412.28 | |
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.1 | $232k | 1.4k | 165.24 | |
| Carpenter Technology Corporation (CRS) | 0.1 | $230k | 2.1k | 109.52 | |
| Varonis Sys (VRNS) | 0.1 | $229k | 4.8k | 47.96 | |
| Booz Allen Hamilton Holding Corporation (BAH) | 0.1 | $229k | 1.5k | 153.90 | |
| Universal Health Services (UHS) | 0.1 | $217k | 1.2k | 184.68 | |
| Houlihan Lokey Inc cl a (HLI) | 0.1 | $204k | 1.5k | 134.74 | |
| Viking Holdings (VIK) | 0.1 | $202k | 6.0k | 33.87 | |
| On Hldg (ONON) | 0.1 | $202k | 5.2k | 38.73 | |
| Elanco Animal Health (ELAN) | 0.1 | $163k | 11k | 14.41 |
