O'Neil Global Advisors, Inc.

CIK

1861159

Location

LOS ANGELES, CA

Portfolio Value

Small $439,830,834

Diversification

Diversified

Filing Date

Global Rank

#3,036 / 8,633 ▲ 5265

Top Industry

Drug Manufacturers - General 23.0%

3Y Alpha vs SPY

+125.5%

Period ended 51 days ago

Filed Aug 10, 2026 · 10d

22 quarters · since Mar 2021

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+1398.2%

SPY

+76.2%

Annualised alpha

+125.7%

Max drawdown

−32.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

21.7%

−11.7 pts

Top 5

53.5%

−15.5 pts

Top 10

67.4%

−29.8 pts

HHI

887

Diversified−729

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Healthcare	28.7%	$126,377,855	7
Technology	23.4%	$102,932,106	30
Communication Services	15.5%	$67,992,501	1
Consumer Cyclical	12.4%	$54,414,887	4
Industrials	9.9%	$43,751,204	9
Financial Services	3.6%	$16,021,336	6
Real Estate	3.2%	$14,293,744	1
Unclassified	2.0%	$8,691,729	1
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
XYZ	Block, Inc.	64,789	$4,923,964
GE	General Electric Co	12,713	$4,751,229
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
SEI	Solaris Energy Infrastructure, Inc.	39,462	$3,175,112
MU	Micron Technology Inc	2,557	$2,951,519
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

61 tracked positions · $439,830,834 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 61 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	21.73%
GOOGL	Alphabet Inc. Communication Services	NEW	190,258	NEW	$67,992,501	NEW	15.46%
TSLA	Tesla, Inc. Consumer Cyclical	NEW	82,118	NEW	$34,538,830	NEW	7.85%
FTAI	FTAI Aviation Ltd. Industrials	NEW	69,991	NEW	$18,934,665	NEW	4.30%
CRWD	CrowdStrike Holdings, Inc. Technology	NEW	24,215	NEW	$18,479,435	NEW	4.20%
IRM	Iron Mountain Inc Real Estate	NEW	113,164	NEW	$14,293,744	NEW	3.25%
SNOW	Snowflake Inc. Technology	NEW	51,779	NEW	$13,177,755	NEW	3.00%
AMZN	Amazon Com Inc Consumer Cyclical	NEW	51,168	NEW	$12,195,381	NEW	2.77%
INTC	Intel Corp Technology	NEW	80,191	NEW	$11,197,069	NEW	2.55%
MXL	Maxlinear, Inc Technology	NEW	79,729	NEW	$10,207,703	NEW	2.32%
ALHC	Alignment Healthcare, Inc. Healthcare	NEW	372,715	NEW	$8,874,344	NEW	2.02%
QQQ	Invesco Qqq Trust, Series 1	Added	11,803	+9,972	$8,691,729	+722.4%	1.98%
INCY	Incyte Corp Healthcare	NEW	75,950	NEW	$8,609,692	NEW	1.96%
GS	Goldman Sachs Group Inc Financial Services	NEW	8,508	NEW	$8,604,735	NEW	1.96%
CORT	Corcept Therapeutics Inc Healthcare	NEW	98,334	NEW	$8,550,141	NEW	1.94%
FLYW	Flywire Corp Technology	NEW	401,686	NEW	$7,057,623	NEW	1.60%
BE	Bloom Energy Corp Industrials	NEW	23,088	NEW	$6,988,737	NEW	1.59%
RL	Ralph Lauren Corp Consumer Cyclical	NEW	15,604	NEW	$6,263,601	NEW	1.42%
NVDA	Nvidia Corp Technology	NEW	28,270	NEW	$5,656,544	NEW	1.29%
GEV	GE Vernova Inc. Industrials	Added	4,212	+3,806	$4,948,510	+1296.3%	1.13%
XYZ	Block, Inc. Technology	NEW	64,789	NEW	$4,923,964	NEW	1.12%
GE	General Electric Co Industrials	NEW	12,713	NEW	$4,751,229	NEW	1.08%
MTSI	MACOM Technology Solutions Holdings, Inc. Technology	NEW	11,689	NEW	$4,446,144	NEW	1.01%
LRCX	Lam Research Corp Technology	NEW	8,931	NEW	$3,870,070	NEW	0.88%
ABBV	AbbVie Inc. Healthcare	NEW	13,706	NEW	$3,448,977	NEW	0.78%
SEI	Solaris Energy Infrastructure, Inc. Energy	NEW	39,462	NEW	$3,175,112	NEW	0.72%
MU	Micron Technology Inc Technology	NEW	2,557	NEW	$2,951,519	NEW	0.67%
FIX	Comfort Systems USA Inc Industrials	NEW	1,479	NEW	$2,931,304	NEW	0.67%
MS	Morgan Stanley Financial Services	NEW	13,629	NEW	$2,849,006	NEW	0.65%
CAT	Caterpillar Inc Industrials	Added	2,657	+2,041	$2,829,439	+548.3%	0.64%
TTMI	Ttm Technologies Inc Technology	NEW	12,748	NEW	$2,384,130	NEW	0.54%
ESI	Element Solutions Inc Basic Materials	NEW	45,662	NEW	$2,180,360	NEW	0.50%
AMKR	Amkor Technology, Inc. Technology	NEW	25,177	NEW	$2,171,012	NEW	0.49%
AFRM	Affirm Holdings, Inc. Financial Services	NEW	26,576	NEW	$2,167,272	NEW	0.49%
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	0.30%
KEYS	Keysight Technologies, Inc. Technology	Added	3,648	+514	$1,277,055	+44.3%	0.29%
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	0.28%
ECG	Everus Construction Group, Inc. Industrials	NEW	7,349	NEW	$1,219,566	NEW	0.28%
SIMO	Silicon Motion Technology CORP Technology	NEW	3,558	NEW	$1,185,988	NEW	0.27%
LSCC	Lattice Semiconductor Corp Technology	NEW	7,740	NEW	$1,183,910	NEW	0.27%
TER	Teradyne, Inc Technology	NEW	2,366	NEW	$1,144,765	NEW	0.26%
CGNX	Cognex Corp Technology	NEW	15,714	NEW	$1,138,007	NEW	0.26%
HWM	Howmet Aerospace Inc. Industrials	NEW	4,021	NEW	$1,081,086	NEW	0.25%
STX	Seagate Technology Holdings plc Technology	NEW	1,084	NEW	$1,046,060	NEW	0.24%
MRVL	Marvell Technology, Inc. Technology	NEW	3,439	NEW	$1,024,443	NEW	0.23%
ADI	Analog Devices Inc Technology	NEW	2,331	NEW	$925,803	NEW	0.21%
VIAV	Viavi Solutions Inc. Technology	Reduced	17,294	-127,639	$825,788	−82.9%	0.19%

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.