O'Neil Global Advisors, Inc. 13F Holdings

Disclosed positions

Filter rows


Eli Lilly & Co	LLY	COM	$95,568,184	79,678	SH	None
Alphabet Inc Cl A	GOOGL	COM	$67,992,501	190,258	SH	None
Tesla Inc	TSLA	COM	$34,538,831	82,118	SH	None
FTAI Aviation Ltd	FTAI	COM	$18,934,665	69,991	SH	None
Crowdstrike Holdings A	CRWD	COM	$18,479,435	24,215	SH	None
Iron Mountain Inc	IRM	COM	$14,293,745	113,164	SH	None
Snowflake Inc Cl A	SNOW	COM	$13,177,756	51,779	SH	None
Amazon.com Inc	AMZN	COM	$12,195,381	51,168	SH	None
Intel Corp	INTC	COM	$11,197,069	80,191	SH	None
Maxlinear Inc	MXL	COM	$10,207,704	79,729	SH	None
Alignment Healthcare Inc	ALHC	COM	$8,874,344	372,715	SH	None
Invesco Qqq Trust Sr 1	QQQ	COM	$8,691,729	11,803	SH	None
Incyte Corporation	INCY	COM	$8,609,692	75,950	SH	None
Goldman Sachs Group Inc	GS	COM	$8,604,736	8,508	SH	None
Corcept Therapeutics Inc	CORT	COM	$8,550,141	98,334	SH	None
Flywire Corp	FLYW	COM	$7,057,623	401,686	SH	None
Bloom Energy Corp Cl A	BE	COM	$6,988,738	23,088	SH	None
Ralph Lauren Corp Cl A	RL	COM	$6,263,602	15,604	SH	None
Nvidia Corp	NVDA	COM	$5,656,544	28,270	SH	None
Proshrs UltraPro Sh Qqq	SQQQ	COM	$5,019,168	138,231	SH	None
GE Vernova Inc	GEV	COM	$4,948,510	4,212	SH	None
Block Inc Cl A	XYZ	COM	$4,923,964	64,789	SH	None
GE Aerospace	GE	COM	$4,751,229	12,713	SH	None
Macom Tech Solution Hldg	MTSI	COM	$4,446,145	11,689	SH	None
Lam Research Corp	LRCX	COM	$3,870,070	8,931	SH	None
AbbVie Inc	ABBV	COM	$3,448,978	13,706	SH	None
Solaris Energy Infra Inc	SEI	COM	$3,175,113	39,462	SH	None
Micron Technology Inc	MU	COM	$2,951,520	2,557	SH	None
Comfort Systems U S A	FIX	COM	$2,931,304	1,479	SH	None
Morgan Stanley	MS	COM	$2,849,006	13,629	SH	None
Caterpillar Inc	CAT	COM	$2,829,439	2,657	SH	None
T T M Technologies Inc	TTMI	COM	$2,384,131	12,748	SH	None
Amphenol Corp Cl A	APH	COM	$2,257,601	12,804	SH	None
Element Solutions Inc	ESI	COM	$2,180,361	45,662	SH	None
Amkor Technology Inc	AMKR	COM	$2,171,013	25,177	SH	None
Affirm Holdings Inc Cl A	AFRM	COM	$2,167,273	26,576	SH	None
MKS Inc	MKSI	COM	$1,513,210	3,402	SH	None
Modine Mfg Co	MOD	COM	$1,417,075	5,307	SH	None
StmicroelectronicsNV Adr	STM	COM	$1,309,676	17,488	SH	None
Keysight Technologies	KEYS	COM	$1,277,055	3,648	SH	None
Formfactor Inc	FORM	COM	$1,250,493	7,819	SH	None
Robinhood Markets Cl A	HOOD	COM	$1,222,213	12,188	SH	None
Everus Construction Grup	ECG	COM	$1,219,567	7,349	SH	None
Silicon Motion Tech Ads	SIMO	COM	$1,185,988	3,558	SH	None
Lattice Semiconductor	LSCC	COM	$1,183,910	7,740	SH	None
Teradyne Inc	TER	COM	$1,144,765	2,366	SH	None
Cognex Corp	CGNX	COM	$1,138,008	15,714	SH	None
Howmet Aerospace Inc	HWM	COM	$1,081,086	4,021	SH	None
Seagate Technology Hldgs	STX	COM	$1,046,060	1,084	SH	None
Marvell Technology Inc	MRVL	COM	$1,024,444	3,439	SH	None

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.