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.

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.

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

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

Performance

New Buys

Ticker	$ Bought
viavi solutions inc	4,823,370
cnx resources corp	1,601,940
invesco qqq trust sr 1	1,056,820
ericsson l m tel adr	992,842
keysight technologies	884,948
figs inc cl a	864,075
caterpillar inc	436,411
butterfly network cl a	45,248

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	%
Technology	56.7
Others	22.8
Energy	11.1
Consumer Cyclical	6
Industrials	3

Market Cap. Distribution

MID-CAP
LARGE-CAP
UNALLOCATED
SMALL-CAP
MEGA-CAP

Category	%
MID-CAP	44.5
LARGE-CAP	23.3
UNALLOCATED	22.8
SMALL-CAP	6.3
MEGA-CAP	3

Stocks belong to which Index?

RUSSELL 2000
Others
S&P 500

Index	%
RUSSELL 2000	50.8
Others	40
S&P 500	9.2

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.

Last Reported on: 11 May, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.00	0.00	0.00	sold off	-100

AMZN	amazon.com inc	0.00	0.00	0.00	sold off	-100

APP	applovin corp cl a	0.00	0.00	0.00	sold off	-100

ARWR	arrowhead pharma	0.00	0.00	0.00	sold off	-100

BFLY	butterfly network cl a	0.31	11,200	45,248	new

CAT	caterpillar inc	3.02	616	436,411	new

CENX	century aluminum co	0.00	0.00	0.00	sold off	-100

CIEN	ciena corporation	8.97	3,334	1,294,360	reduced	-76.42

CLS	celestica inc	0.00	0.00	0.00	sold off	-100

CNX	cnx resources corp	11.10	41,555	1,601,940	new

COMM	vistance networks inc	0.00	0.00	0.00	sold off	-100

CRS	carpenter technologycorp	0.00	0.00	0.00	sold off	-100

DY	dycom inds inc	0.00	0.00	0.00	sold off	-100

EQX	equinox gold corp	0.00	0.00	0.00	sold off	-100

ERIC	ericsson l m tel adr	6.88	88,096	992,842	new

FIGS	figs inc cl a	5.99	58,502	864,075	new

FIX	comfort systems u s a	0.00	0.00	0.00	sold off	-100

FSLR	first solar inc	0.00	0.00	0.00	sold off	-100

GOOG	alphabet inc cl a	0.00	0.00	0.00	sold off	-100

GS	goldman sachs group inc	0.00	0.00	0.00	sold off	-100