Latest O'Neil Global Advisors, Inc. Stock Portfolio
O'Neil Global Advisors, Inc. Performance:
2025 Q3: 8.02%YTD: -3.8%2024: 117.05%
Performance for 2025 Q3 is 8.02%, and YTD is -3.8%, and 2024 is 117.05%.
About O'Neil Global Advisors, Inc. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, O'Neil Global Advisors, Inc. reported an equity portfolio of $543 Millions as of 30 Sep, 2025.
The top stock holdings of O'Neil Global Advisors, Inc. are TSLA, NVDA, PLTR. The fund has invested 18.4% of it's portfolio in TESLA INC and 12.2% of portfolio in NVIDIA CORP.
The fund managers got completely rid off AMER SPORTS INC, SERVICENOW INC (NOW) and SYMBOTIC INC CL A (SYM) stocks. They significantly reduced their stock positions in AMAZON.COM INC (AMZN), FIDELITYWISEORGNBTCNBNIT and SNOWFLAKE INC CL A (SNOW). O'Neil Global Advisors, Inc. opened new stock positions in D.R. HORTON INC (DHI), ISHARES ETHEREUM TRUST and VISTRA CORP (VST). The fund showed a lot of confidence in some stocks as they added substantially to ROBINHOOD MARKETS CL A (HOOD), MICROSOFT CORP (MSFT) and PALANTIR TECHNOLOGIESCLA (PLTR).
The top stock holdings of O'Neil Global Advisors, Inc. are TSLA, NVDA, PLTR. The fund has invested 18.4% of it's portfolio in TESLA INC and 12.2% of portfolio in NVIDIA CORP.
The fund managers got completely rid off AMER SPORTS INC, SERVICENOW INC (NOW) and SYMBOTIC INC CL A (SYM) stocks. They significantly reduced their stock positions in AMAZON.COM INC (AMZN), FIDELITYWISEORGNBTCNBNIT and SNOWFLAKE INC CL A (SNOW). O'Neil Global Advisors, Inc. opened new stock positions in D.R. HORTON INC (DHI), ISHARES ETHEREUM TRUST and VISTRA CORP (VST). The fund showed a lot of confidence in some stocks as they added substantially to ROBINHOOD MARKETS CL A (HOOD), MICROSOFT CORP (MSFT) and PALANTIR TECHNOLOGIESCLA (PLTR).
O'Neil Global Advisors, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that O'Neil Global Advisors, Inc. made a return of 8.02% in the last quarter. In trailing 12 months, it's portfolio return was 18.98%.
New Buys
| Ticker | $ Bought |
|---|---|
| d.r. horton inc | 32,007,000 |
| ishares ethereum trust | 27,532,000 |
| vistra corp | 16,356,000 |
| arista networks inc | 13,214,000 |
| crispr therapeutics ag | 10,934,000 |
| goldman sachs group inc | 3,563,000 |
| applovin corp cl a | 3,521,000 |
| alibaba group hldg ads | 3,127,000 |
New stocks bought by O'Neil Global Advisors, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| robinhood markets cl a | 1,223 |
| microsoft corp | 701 |
| palantir technologiescla | 226 |
| ge vernova inc | 112 |
| dycom inds inc | 86.71 |
| crowdstrike holdings a | 65.64 |
| nvidia corp | 38.09 |
| tesla inc | 11.11 |
Additions to existing portfolio by O'Neil Global Advisors, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| amazon.com inc | -93.62 |
| fidelitywiseorgnbtcnbnit | -89.5 |
| snowflake inc cl a | -89.21 |
| meta platforms inc cl a | -87.14 |
| seagate technology hldgs | -78.9 |
| irhythm technologies inc | -70.38 |
| broadcom inc | -53.59 |
| uber technologies inc | -35.77 |
O'Neil Global Advisors, Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| amer sports inc | -25,676,000 |
| hesai group ads class b | -8,482,000 |
| symbotic inc cl a | -8,515,000 |
| cisco systems inc | -7,028,000 |
| dexcom inc | -8,389,000 |
| lyft inc cl a | -1,221,000 |
| virtu financial inc cl a | -1,876,000 |
| leonardo drs | -1,785,000 |
O'Neil Global Advisors, Inc. got rid off the above stocks
Sector Distribution
O'Neil Global Advisors, Inc. has about 44.9% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 44.9 |
| Consumer Cyclical | 25.2 |
| Others | 19.3 |
| Utilities | 3.5 |
| Healthcare | 2.2 |
| Communication Services | 2.2 |
| Industrials | 1.4 |
| Financial Services | 1.3 |
Market Cap. Distribution
O'Neil Global Advisors, Inc. has about 75.8% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| LARGE-CAP | 38.9 |
| MEGA-CAP | 36.9 |
| UNALLOCATED | 19.3 |
| MID-CAP | 4.7 |
Stocks belong to which Index?
About 49.4% of the stocks held by O'Neil Global Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 50.7 |
| S&P 500 | 47.1 |
| RUSSELL 2000 | 2.3 |
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.
O'Neil Global Advisors, Inc. has 60 stocks in it's portfolio. About 78.1% of the portfolio is in top 10 stocks. CRWD proved to be the most loss making stock for the portfolio. TSLA was the most profitable stock for O'Neil Global Advisors, Inc. last quarter.
Last Reported on: 10 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| ADSK | autodesk inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AGX | argan inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMZN | amazon.com inc | 0.24 | 6,002 | 1,318,000 | reduced | -93.62 | ||
| ANET | arista networks inc | 2.43 | 90,688 | 13,214,000 | new | |||
| APH | amphenol corp cl a | 0.18 | 7,926 | 981,000 | unchanged | 0.00 | ||
| APP | applovin corp cl a | 0.65 | 4,900 | 3,521,000 | new | |||
| AVAV | aerovironment inc | 0.51 | 8,802 | 2,772,000 | new | |||
| AVGO | broadcom inc | 1.05 | 17,221 | 5,681,000 | reduced | -53.59 | ||
| AXON | axon enterprise inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BABA | alibaba group hldg ads | 0.58 | 17,498 | 3,127,000 | new | |||
| BAP | credicorp ltd | 0.07 | 1,531 | 408,000 | new | |||
| BGNE | beone medicines ltd ads | 0.08 | 1,228 | 418,000 | new | |||
| BROS | dutch bros inc cl a | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| C | citigroup inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| CEG | constellation energy crp | 0.47 | 7,701 | 2,534,000 | reduced | -6.76 | ||
| CIEN | ciena corporation | 0.28 | 10,565 | 1,539,000 | new | |||
| COIN | coinbase global inc cl a | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| CRDO | credo tech grp hldng | 0.08 | 3,025 | 440,000 | new | |||
| CRSP | crispr therapeutics ag | 2.01 | 168,715 | 10,934,000 | new | |||
| CRWD | crowdstrike holdings a | 6.00 | 66,457 | 32,589,000 | added | 65.64 | ||