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Latest O'Neil Global Advisors, Inc. Stock Portfolio

$14.43Million | No. of Holdings #12

About O'Neil Global Advisors, Inc. and 13F Hedge Fund Stock Holdings

On 2026-05-11, the fund reported it's updated stock portfolio. In the 13F Holdings report, O'Neil Global Advisors, Inc. reported an equity portfolio of $14.4 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of O'Neil Global Advisors, Inc. are VIAV, CNX, CIEN. The fund has invested 33.4% of it's portfolio in VIAVI SOLUTIONS INC and 11.1% of portfolio in CNX RESOURCES CORP. <br><br> The fund managers got completely rid off TESLA INC (TSLA), ELI LILLY & CO (LLY) and REDDIT INC CL A stocks. They significantly reduced their stock positions in GE VERNOVA INC, CIENA CORPORATION (CIEN) and PAN AMERICAN SILVER CORP (PAAS). O'Neil Global Advisors, Inc. opened new stock positions in VIAVI SOLUTIONS INC (VIAV), CNX RESOURCES CORP (CNX) and INVESCO QQQ TRUST SR 1 (QQQ).
O'Neil Global Advisors, Inc. Equity Portfolio Value
Last Reported on: 11 May, 2026
$14.43Million
  as of May 11, 2026

O'Neil Global Advisors, Inc. Annual Return Estimates Vs S&P 500

  • Performance

New Buys

Ticker$ Bought
viavi solutions inc4,823,370
cnx resources corp1,601,940
invesco qqq trust sr 11,056,820
ericsson l m tel adr992,842
keysight technologies884,948
figs inc cl a864,075
caterpillar inc436,411
butterfly network cl a45,248
New stocks bought by O'Neil Global Advisors, Inc.

Additions

No additions were made to existing positions by O'Neil Global Advisors, Inc.

Reductions

Ticker% Reduced
ge vernova inc-86.53
ciena corporation-76.42
pan american silver corp-75.01
lumentum holdings inc-36.00
O'Neil Global Advisors, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
zeta global holdings cla-12,485,300
rocket lab corporation-13,967,100
reddit inc cl a-32,288,200
kinross gold corp-3,067,100
nvidia corp-19,492,200
alphabet inc cl a-32,083,800
tesla inc-45,726,200
twilio inc cl a-12,301,900
O'Neil Global Advisors, Inc. got rid off the above stocks

Sector Distribution

  • Technology
  • Others
  • Energy
  • Consumer Cyclical
  • Industrials
Sector%
Technology56.7
Others22.8
Energy11.1
Consumer Cyclical6
Industrials3

Market Cap. Distribution

  • MID-CAP
  • LARGE-CAP
  • UNALLOCATED
  • SMALL-CAP
  • MEGA-CAP
Category%
MID-CAP44.5
LARGE-CAP23.3
UNALLOCATED22.8
SMALL-CAP6.3
MEGA-CAP3

Stocks belong to which Index?

  • RUSSELL 2000
  • Others
  • S&P 500
Index%
RUSSELL 200050.8
Others40
S&P 5009.2
Top 5 Winners (%)%
LITE
lumentum holdings inc
74.3 %
CIEN
ciena corporation
40.8 %
ge vernova inc
19.0 %
PAAS
pan american silver corp
3.4 %
Top 5 Winners ($)$
CIEN
ciena corporation
1.3 M
LITE
lumentum holdings inc
0.7 M
ge vernova inc
0.4 M
PAAS
pan american silver corp
0.1 M
Top 5 Losers (%)%
Top 5 Losers ($)$

O'Neil Global Advisors, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of O'Neil Global Advisors, Inc.

$14.43MTotal Value
53.00Positions
11 May, 2026Last Reported
Current holdings of Current Stock Holdings of O'Neil Global Advisors, Inc., last reported on 11 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
CLS
Celestica Inc

Celestica Inc

CLS
O'Neil Global Advisors, Inc.'s holding in Celestica Inc over time
0%0.00
$0.00
0%
decreased 100 percentsold off
EQX
Equinox Gold Corp

Equinox Gold Corp

EQX
O'Neil Global Advisors, Inc.'s holding in Equinox Gold Corp over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ERIC
Ericsson L M Tel Adr

Ericsson L M Tel Adr

ERIC
O'Neil Global Advisors, Inc.'s holding in Ericsson L M Tel Adr over time
6.88%88,096
$992.8K
6.88%
new position