O'Neil Global Advisors as of Sept. 30, 2024
Portfolio Holdings for O'Neil Global Advisors
O'Neil Global Advisors holds 56 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tesla Motors (TSLA) | 20.3 | $80M | 304k | 261.63 | |
| NVIDIA Corporation (NVDA) | 19.3 | $76M | 621k | 121.44 | |
| Facebook Inc cl a (META) | 17.1 | $67M | 117k | 572.44 | |
| Palantir Technologies (PLTR) | 4.9 | $19M | 519k | 37.20 | |
| Affirm Hldgs (AFRM) | 4.0 | $16M | 380k | 40.82 | |
| Trade Desk (TTD) | 3.1 | $12M | 111k | 109.65 | |
| Tencent Holdings Ltd - (TCEHY) | 2.9 | $12M | 207k | 55.40 | |
| Apple (AAPL) | 2.2 | $8.6M | 37k | 233.01 | |
| Vertiv Holdings Llc vertiv holdings (VRT) | 2.0 | $7.8M | 78k | 99.49 | |
| Taiwan Semiconductor Mfg (TSM) | 1.8 | $7.1M | 41k | 173.66 | |
| On Hldg (ONON) | 1.6 | $6.3M | 126k | 50.15 | |
| Broadcom (AVGO) | 1.5 | $6.0M | 35k | 172.51 | |
| Shift4 Payments Cl A Ord (FOUR) | 1.4 | $5.3M | 60k | 88.60 | |
| Arm Holdings (ARM) | 1.3 | $5.1M | 35k | 143.02 | |
| Robinhood Mkts (HOOD) | 1.0 | $3.8M | 161k | 23.42 | |
| Uber Technologies (UBER) | 0.8 | $3.3M | 44k | 75.15 | |
| Eli Lilly & Co. (LLY) | 0.8 | $3.3M | 3.7k | 885.87 | |
| Palo Alto Networks (PANW) | 0.8 | $3.1M | 9.0k | 341.75 | |
| Servicenow (NOW) | 0.7 | $2.8M | 3.2k | 894.30 | |
| Goldman Sachs (GS) | 0.7 | $2.6M | 5.3k | 495.12 | |
| Ftai Aviation (FTAI) | 0.7 | $2.6M | 20k | 132.92 | |
| salesforce (CRM) | 0.7 | $2.6M | 9.3k | 273.74 | |
| Spotify Technology Sa (SPOT) | 0.6 | $2.5M | 6.8k | 368.56 | |
| Fidelity Wise Origin Bitcoin (FBTC) | 0.6 | $2.4M | 43k | 55.52 | |
| Cyberark Software (CYBR) | 0.6 | $2.2M | 7.7k | 291.56 | |
| Paypal Holdings (PYPL) | 0.6 | $2.2M | 28k | 78.01 | |
| Advanced Micro Devices (AMD) | 0.5 | $2.1M | 13k | 164.08 | |
| Alibaba Group Holding (BABA) | 0.5 | $2.0M | 19k | 106.13 | |
| Blackstone Group Inc Com Cl A (BX) | 0.5 | $2.0M | 13k | 153.11 | |
| Howmet Aerospace (HWM) | 0.5 | $1.9M | 19k | 100.27 | |
| Freshpet (FRPT) | 0.5 | $1.9M | 14k | 136.78 | |
| Transmedics Group (TMDX) | 0.4 | $1.7M | 11k | 156.96 | |
| Microsoft Corporation (MSFT) | 0.4 | $1.7M | 3.9k | 430.36 | |
| Sharkninja (SN) | 0.4 | $1.6M | 15k | 108.72 | |
| Agnico (AEM) | 0.4 | $1.5M | 19k | 80.59 | |
| D.R. Horton (DHI) | 0.3 | $1.3M | 6.7k | 190.75 | |
| Cava Group Ord (CAVA) | 0.3 | $1.3M | 10k | 123.90 | |
| Axon Enterprise (AXON) | 0.3 | $1.2M | 3.0k | 399.47 | |
| Toll Brothers (TOL) | 0.3 | $1.1M | 6.9k | 154.44 | |
| Progressive Corporation (PGR) | 0.2 | $914k | 3.6k | 253.89 | |
| Kkr & Co (KKR) | 0.2 | $888k | 6.8k | 130.59 | |
| Morgan Stanley (MS) | 0.2 | $834k | 8.0k | 104.25 | |
| Applovin Corp Class A (APP) | 0.2 | $831k | 6.4k | 130.48 | |
| Impinj (PI) | 0.2 | $703k | 3.2k | 216.37 | |
| Netflix (NFLX) | 0.2 | $618k | 872.00 | 708.72 | |
| Newmont Mining Corporation (NEM) | 0.2 | $613k | 12k | 53.49 | |
| TransDigm Group Incorporated (TDG) | 0.2 | $599k | 420.00 | 1426.19 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 0.1 | $582k | 6.2k | 94.24 | |
| Ishares Bitcoin Tr (IBIT) | 0.1 | $556k | 15k | 36.10 | |
| Sprouts Fmrs Mkt (SFM) | 0.1 | $554k | 5.0k | 110.45 | |
| Natera (NTRA) | 0.1 | $526k | 4.1k | 127.02 | |
| Virtu Financial Inc Class A (VIRT) | 0.1 | $519k | 17k | 30.48 | |
| MercadoLibre (MELI) | 0.1 | $490k | 239.00 | 2050.21 | |
| Life Time Group Holdings (LTH) | 0.1 | $487k | 20k | 24.43 | |
| M&T Bank Corporation (MTB) | 0.1 | $483k | 2.7k | 178.10 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $466k | 2.2k | 210.86 |
