O'Neil Global Advisors, Inc.

CIK

1861159

Location

LOS ANGELES, CA

Portfolio Value

Small $449,365,203

Diversification

Diversified

Filing Date

Global Rank

#4,096 / 8,794 ▲ 4570 · as of Jun 2026

Top Industry

Drug Manufacturers - General 22.7%

Period ended 3 months ago

Filed Aug 10, 2026 · 56d

22 quarters · since Mar 2021

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

62 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

21.3%

−12.2 pts

Top 5

52.4%

−16.6 pts

Top 10

66.0%

−31.2 pts

HHI

852

Diversified−764

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Healthcare	28.1%	$126,377,855	7
Technology	23.9%	$107,447,308	30
Communication Services	15.1%	$67,992,501	1
Consumer Cyclical	12.1%	$54,414,887	4
Industrials	9.7%	$43,751,204	9
Financial Services	3.6%	$16,021,336	6
Real Estate	3.2%	$14,293,744	1
Unclassified	3.1%	$13,710,896	2
Energy	0.7%	$3,175,112	1
Basic Materials	0.5%	$2,180,360	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	+9,972	11,803	$8,691,729
GEV	GE Vernova Inc.	+3,806	4,212	$4,948,510
CAT	Caterpillar Inc	+2,041	2,657	$2,829,439
KEYS	Keysight Technologies, Inc.	+514	3,648	$1,277,055
No positions match the current search.

Trimmed

Positions the filer reduced

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
VIAV	Viavi Solutions Inc.	−127,639	17,294	$825,788
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
LLY	ELI LILLY & Co	79,678	$95,568,191
GOOGL	Alphabet Inc.	190,258	$67,992,501
TSLA	Tesla, Inc.	82,118	$34,538,830
FTAI	FTAI Aviation Ltd.	69,991	$18,934,665
CRWD	CrowdStrike Holdings, Inc.	24,215	$18,479,435
IRM	Iron Mountain Inc	113,164	$14,293,744
SNOW	Snowflake Inc.	51,779	$13,177,755
AMZN	Amazon Com Inc	51,168	$12,195,381
INTC	Intel Corp	80,191	$11,197,069
MXL	Maxlinear, Inc	79,729	$10,207,703
ALHC	Alignment Healthcare, Inc.	372,715	$8,874,344
INCY	Incyte Corp	75,950	$8,609,692
GS	Goldman Sachs Group Inc	8,508	$8,604,735
CORT	Corcept Therapeutics Inc	98,334	$8,550,141
FLYW	Flywire Corp	401,686	$7,057,623
BE	Bloom Energy Corp	23,088	$6,988,737
RL	Ralph Lauren Corp	15,604	$6,263,601
NVDA	Nvidia Corp	28,270	$5,656,544
ANEW	ProShares MSCI Transformational Changes ETF	138,231	$5,019,167
XYZ	Block, Inc.	64,789	$4,923,964
GE	General Electric Co	12,713	$4,751,229
APH	Amphenol Corp /De/	12,804	$4,515,202
MTSI	MACOM Technology Solutions Holdings, Inc.	11,689	$4,446,144
LRCX	Lam Research Corp	8,931	$3,870,070
ABBV	AbbVie Inc.	13,706	$3,448,977
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
CNX	CNX Resources Corp	41,555	$1,601,945
CIEN	Ciena Corp	3,334	$1,294,358
LITE	Lumentum Holdings Inc.	1,689	$1,186,961
ERIC	Ericsson Lm Telephone Co	88,096	$992,841
PAAS	Pan American Silver Corp	16,325	$891,834
FIGS	FIGS, Inc.	58,502	$864,074
BFLY	Butterfly Network, Inc.	11,200	$45,248
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

62 tracked positions · $449,365,203 total · filing declares 62 positions · $447,107,623 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 62 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
LLY	ELI LILLY & Co Healthcare	NEW	79,678	NEW	$95,568,191	NEW	21.27%
GOOGL	Alphabet Inc. Communication Services	NEW	190,258	NEW	$67,992,501	NEW	15.13%
TSLA	Tesla, Inc. Consumer Cyclical	NEW	82,118	NEW	$34,538,830	NEW	7.69%
FTAI	FTAI Aviation Ltd. Industrials	NEW	69,991	NEW	$18,934,665	NEW	4.21%
CRWD	CrowdStrike Holdings, Inc. Technology	NEW	24,215	NEW	$18,479,435	NEW	4.11%
IRM	Iron Mountain Inc Real Estate	NEW	113,164	NEW	$14,293,744	NEW	3.18%
SNOW	Snowflake Inc. Technology	NEW	51,779	NEW	$13,177,755	NEW	2.93%
AMZN	Amazon Com Inc Consumer Cyclical	NEW	51,168	NEW	$12,195,381	NEW	2.71%
INTC	Intel Corp Technology	NEW	80,191	NEW	$11,197,069	NEW	2.49%
MXL	Maxlinear, Inc Technology	NEW	79,729	NEW	$10,207,703	NEW	2.27%
ALHC	Alignment Healthcare, Inc. Healthcare	NEW	372,715	NEW	$8,874,344	NEW	1.97%
QQQ	Invesco Qqq Trust, Series 1	Added	11,803	+9,972	$8,691,729	+722.4%	1.93%
INCY	Incyte Corp Healthcare	NEW	75,950	NEW	$8,609,692	NEW	1.92%
GS	Goldman Sachs Group Inc Financial Services	NEW	8,508	NEW	$8,604,735	NEW	1.91%
CORT	Corcept Therapeutics Inc Healthcare	NEW	98,334	NEW	$8,550,141	NEW	1.90%
FLYW	Flywire Corp Technology	NEW	401,686	NEW	$7,057,623	NEW	1.57%
BE	Bloom Energy Corp Industrials	NEW	23,088	NEW	$6,988,737	NEW	1.56%
RL	Ralph Lauren Corp Consumer Cyclical	NEW	15,604	NEW	$6,263,601	NEW	1.39%
NVDA	Nvidia Corp Technology	NEW	28,270	NEW	$5,656,544	NEW	1.26%
ANEW	ProShares MSCI Transformational Changes ETF	NEW	138,231	NEW	$5,019,167	NEW	1.12%
GEV	GE Vernova Inc. Industrials	Added	4,212	+3,806	$4,948,510	+1296.3%	1.10%
XYZ	Block, Inc. Technology	NEW	64,789	NEW	$4,923,964	NEW	1.10%
GE	General Electric Co Industrials	NEW	12,713	NEW	$4,751,229	NEW	1.06%
APH	Amphenol Corp /De/ Technology	NEW	12,804	NEW	$4,515,202	NEW	1.00%
MTSI	MACOM Technology Solutions Holdings, Inc. Technology	NEW	11,689	NEW	$4,446,144	NEW	0.99%
LRCX	Lam Research Corp Technology	NEW	8,931	NEW	$3,870,070	NEW	0.86%
ABBV	AbbVie Inc. Healthcare	NEW	13,706	NEW	$3,448,977	NEW	0.77%
SEI	Solaris Energy Infrastructure, Inc. Energy	NEW	39,462	NEW	$3,175,112	NEW	0.71%
MU	Micron Technology Inc Technology	NEW	2,557	NEW	$2,951,519	NEW	0.66%
FIX	Comfort Systems USA Inc Industrials	NEW	1,479	NEW	$2,931,304	NEW	0.65%
MS	Morgan Stanley Financial Services	NEW	13,629	NEW	$2,849,006	NEW	0.63%
CAT	Caterpillar Inc Industrials	Added	2,657	+2,041	$2,829,439	+548.3%	0.63%
TTMI	Ttm Technologies Inc Technology	NEW	12,748	NEW	$2,384,130	NEW	0.53%
ESI	Element Solutions Inc Basic Materials	NEW	45,662	NEW	$2,180,360	NEW	0.49%
AMKR	Amkor Technology, Inc. Technology	NEW	25,177	NEW	$2,171,012	NEW	0.48%
AFRM	Affirm Holdings, Inc. Financial Services	NEW	26,576	NEW	$2,167,272	NEW	0.48%
MKSI	Mks Inc Technology	NEW	3,402	NEW	$1,513,209	NEW	0.34%
MOD	Modine Manufacturing Co Consumer Cyclical	NEW	5,307	NEW	$1,417,075	NEW	0.32%
STM	STMicroelectronics N.V. Technology	NEW	17,488	NEW	$1,309,676	NEW	0.29%
KEYS	Keysight Technologies, Inc. Technology	Added	3,648	+514	$1,277,055	+44.3%	0.28%
FORM	Formfactor Inc Technology	NEW	7,819	NEW	$1,250,492	NEW	0.28%
HOOD	Robinhood Markets, Inc. Financial Services	NEW	12,188	NEW	$1,222,212	NEW	0.27%
ECG	Everus Construction Group, Inc. Industrials	NEW	7,349	NEW	$1,219,566	NEW	0.27%
SIMO	Silicon Motion Technology CORP Technology	NEW	3,558	NEW	$1,185,988	NEW	0.26%
LSCC	Lattice Semiconductor Corp Technology	NEW	7,740	NEW	$1,183,910	NEW	0.26%
TER	Teradyne, Inc Technology	NEW	2,366	NEW	$1,144,765	NEW	0.25%
CGNX	Cognex Corp Technology	NEW	15,714	NEW	$1,138,007	NEW	0.25%
HWM	Howmet Aerospace Inc. Industrials	NEW	4,021	NEW	$1,081,086	NEW	0.24%
STX	Seagate Technology Holdings plc Technology	NEW	1,084	NEW	$1,046,060	NEW	0.23%
MRVL	Marvell Technology, Inc. Technology	NEW	3,439	NEW	$1,024,443	NEW	0.23%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.