O'Neil Global Advisors as of June 30, 2025
Portfolio Holdings for O'Neil Global Advisors
O'Neil Global Advisors holds 57 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tesla Motors (TSLA) | 14.8 | $64M | 202k | 317.66 | |
| NVIDIA Corporation (NVDA) | 9.3 | $41M | 256k | 157.99 | |
| Ishares Bitcoin Tr (IBIT) | 8.5 | $37M | 600k | 61.21 | |
| Fidelity Wise Origin Bitcoin (FBTC) | 6.8 | $29M | 312k | 93.99 | |
| Facebook Inc cl a (META) | 5.9 | $26M | 35k | 738.09 | |
| Amer Sports (AS) | 5.9 | $26M | 662k | 38.76 | |
| Amazon (AMZN) | 4.7 | $21M | 94k | 219.39 | |
| Snowflake Inc Cl A (SNOW) | 4.7 | $21M | 91k | 223.78 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 4.7 | $20M | 40k | 509.31 | |
| Servicenow (NOW) | 3.4 | $15M | 14k | 1028.11 | |
| Palantir Technologies (PLTR) | 2.8 | $12M | 88k | 136.32 | |
| Ge Vernova (GEV) | 2.7 | $12M | 22k | 529.16 | |
| Broadcom (AVGO) | 2.4 | $10M | 37k | 275.65 | |
| Symbotic (SYM) | 2.0 | $8.5M | 219k | 38.85 | |
| Hesai Group (HSAI) | 2.0 | $8.5M | 386k | 21.95 | |
| Dex (DXCM) | 1.9 | $8.4M | 96k | 87.29 | |
| Ferrari Nv Ord (RACE) | 1.9 | $8.4M | 17k | 490.72 | |
| Cisco Systems (CSCO) | 1.6 | $7.0M | 101k | 69.38 | |
| Shopify Inc cl a (SHOP) | 1.4 | $6.2M | 54k | 115.34 | |
| Alphabet Inc Class A cs (GOOGL) | 1.4 | $6.2M | 35k | 176.23 | |
| Coinbase Global (COIN) | 0.8 | $3.4M | 9.7k | 350.50 | |
| Cameco Corporation (CCJ) | 0.7 | $2.8M | 38k | 74.23 | |
| Charles Schwab Corporation (SCHW) | 0.6 | $2.8M | 31k | 91.25 | |
| Seagate Technology (STX) | 0.6 | $2.7M | 19k | 144.35 | |
| Constellation Energy (CEG) | 0.6 | $2.7M | 8.3k | 322.80 | |
| Netflix (NFLX) | 0.6 | $2.4M | 1.8k | 1338.89 | |
| Robinhood Mkts (HOOD) | 0.5 | $2.1M | 22k | 93.62 | |
| Virtu Financial Inc Class A (VIRT) | 0.4 | $1.9M | 42k | 44.80 | |
| Spotify Technology Sa (SPOT) | 0.4 | $1.9M | 2.4k | 767.19 | |
| Microsoft Corporation (MSFT) | 0.4 | $1.8M | 3.6k | 497.52 | |
| D R S Technologies (DRS) | 0.4 | $1.8M | 38k | 46.48 | |
| Axon Enterprise (AXON) | 0.4 | $1.8M | 2.1k | 827.97 | |
| Citigroup (C) | 0.4 | $1.6M | 19k | 85.10 | |
| JPMorgan Chase & Co. (JPM) | 0.4 | $1.6M | 5.5k | 289.93 | |
| Irhythm Technologies (IRTC) | 0.3 | $1.4M | 9.2k | 153.99 | |
| Tor Dom Bk Cad (TD) | 0.3 | $1.4M | 19k | 73.47 | |
| Rubrik (RBRK) | 0.3 | $1.4M | 15k | 89.62 | |
| KLA-Tencor Corporation (KLAC) | 0.3 | $1.4M | 1.5k | 895.53 | |
| Lyft (LYFT) | 0.3 | $1.2M | 77k | 15.77 | |
| Uber Technologies (UBER) | 0.3 | $1.2M | 13k | 93.28 | |
| Dutch Bros (BROS) | 0.2 | $911k | 13k | 68.36 | |
| Autodesk (ADSK) | 0.2 | $901k | 2.9k | 309.41 | |
| Amphenol Corporation (APH) | 0.2 | $783k | 7.9k | 98.79 | |
| Dave (DAVE) | 0.2 | $758k | 2.8k | 268.51 | |
| Dycom Industries (DY) | 0.2 | $723k | 3.0k | 244.42 | |
| Brightspring Health Svcs (BTSG) | 0.2 | $720k | 31k | 23.58 | |
| Royalty Pharma (RPRX) | 0.2 | $715k | 20k | 36.03 | |
| Roblox Corp (RBLX) | 0.2 | $702k | 6.7k | 105.25 | |
| Intercontinental Exchange (ICE) | 0.1 | $571k | 3.1k | 183.37 | |
| Nextracker (NXT) | 0.1 | $495k | 9.1k | 54.33 | |
| Argan (AGX) | 0.1 | $447k | 2.0k | 220.52 | |
| Jfrog (FROG) | 0.1 | $443k | 10k | 43.86 | |
| Guidewire Software (GWRE) | 0.1 | $412k | 1.7k | 235.70 | |
| Barclays (BCS) | 0.1 | $393k | 21k | 18.61 | |
| Life360 (LIF) | 0.1 | $379k | 5.8k | 65.27 | |
| Rb Global (RBA) | 0.1 | $365k | 3.4k | 106.10 | |
| Urban Outfitters (URBN) | 0.1 | $356k | 4.9k | 72.64 |
