O'Neil Global Advisors, Inc.

CIK

1861159

Location

LOS ANGELES, CA

Portfolio Value

Micro $14,433,202

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,921 / 8,588 ▼ 4350

Top Industry

Communication Equipment 62.0%

3Y Alpha vs SPY

+2.9%

Period ended 3 months ago

Filed May 11, 2026 · 37d

21 quarters · since Mar 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+89.7%

SPY

+76.8%

Annualised alpha

+2.9%

Max drawdown

−32.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

12 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

33.4%

+17.7 pts

Top 5

69.0%

+9.6 pts

Top 10

97.2%

+19.5 pts

HHI

1,616

Moderately concentrated+763

Portfolio Trend

21 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	63.6%	$9,182,477	5
Energy	11.1%	$1,601,945	1
Unclassified	7.3%	$1,056,816	1
Basic Materials	6.2%	$891,834	1
Consumer Cyclical	6.0%	$864,074	1
Industrials	5.5%	$790,808	2
Healthcare	0.3%	$45,248	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
PAAS	Pan American Silver Corp	−49,010	16,325	$891,834
CIEN	Ciena Corp	−10,805	3,334	$1,294,358
GEV	GE Vernova Inc.	−2,607	406	$354,397
LITE	Lumentum Holdings Inc.	−950	1,689	$1,186,961
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
VIAV	Viavi Solutions Inc.	144,933	$4,823,370
CNX	CNX Resources Corp	41,555	$1,601,945
QQQ	Invesco Qqq Trust, Series 1	1,831	$1,056,816
ERIC	Ericsson Lm Telephone Co	88,096	$992,841
KEYS	Keysight Technologies, Inc.	3,134	$884,947
FIGS	FIGS, Inc.	58,502	$864,074
CAT	Caterpillar Inc	616	$436,411
BFLY	Butterfly Network, Inc.	11,200	$45,248
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
TSLA	Tesla, Inc.	101,677	$45,726,180
LLY	ELI LILLY & Co	40,251	$43,256,948
RDDT	Reddit, Inc.	140,463	$32,288,229
GOOGL	Alphabet Inc.	102,504	$32,083,752
NVDA	Nvidia Corp	104,516	$19,492,234
RKLB	Rocket Lab Corp	200,216	$13,967,068
ZETA	Zeta Global Holdings Corp.	613,529	$12,485,315
TWLO	Twilio Inc	86,487	$12,301,910
TSM	Taiwan Semiconductor Manufacturing Co Ltd	25,313	$7,692,367
FSLR	First Solar, Inc.	25,242	$6,593,967
CRS	Carpenter Technology Corp	19,243	$6,058,466
SHOP	Shopify Inc.	27,370	$4,405,748
GS	Goldman Sachs Group Inc	4,496	$3,951,984
LRCX	Lam Research Corp	21,507	$3,681,568
MU	Micron Technology Inc	12,369	$3,530,236
KGC	Kinross Gold Corp	108,917	$3,067,102
NEM	NEWMONT Corp /DE/	30,645	$3,059,903
MDGL	Madrigal Pharmaceuticals, Inc.	5,060	$2,946,640
AAPL	Apple Inc.	9,730	$2,645,197
TVTX	Travere Therapeutics, Inc.	51,191	$1,956,008
TD	Toronto Dominion Bank	18,688	$1,760,409
INCY	Incyte Corp	14,778	$1,459,623
VISN	Vistance Networks, Inc.	80,299	$1,455,820
JPM	Jpmorgan Chase & Co	4,464	$1,438,390
U	Unity Software Inc.	32,207	$1,422,583
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

12 positions · $14,433,202 total · as of Mar 31, 2026

All sectors Basic Materials Consumer Cyclical Energy Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BFLY	Butterfly Network, Inc. Healthcare	NEW	11,200	NEW	$45,248	NEW	0.31%
GEV	GE Vernova Inc. Industrials	Reduced	406	-2,607	$354,397	−82.0%	2.46%
CAT	Caterpillar Inc Industrials	NEW	616	NEW	$436,411	NEW	3.02%
FIGS	FIGS, Inc. Consumer Cyclical	NEW	58,502	NEW	$864,074	NEW	5.99%
KEYS	Keysight Technologies, Inc. Technology	NEW	3,134	NEW	$884,947	NEW	6.13%
PAAS	Pan American Silver Corp Basic Materials	Reduced	16,325	-49,010	$891,834	−73.7%	6.18%
ERIC	Ericsson Lm Telephone Co Technology	NEW	88,096	NEW	$992,841	NEW	6.88%
QQQ	Invesco Qqq Trust, Series 1	NEW	1,831	NEW	$1,056,816	NEW	7.32%
LITE	Lumentum Holdings Inc. Technology	Reduced	1,689	-950	$1,186,961	+22.0%	8.22%
CIEN	Ciena Corp Technology	Reduced	3,334	-10,805	$1,294,358	−60.9%	8.97%
CNX	CNX Resources Corp Energy	NEW	41,555	NEW	$1,601,945	NEW	11.10%
VIAV	Viavi Solutions Inc. Technology	NEW	144,933	NEW	$4,823,370	NEW	33.42%