O'Neil Global Advisors, Inc.
O'Neil Global Advisors, Inc. reported 62 holdings worth US$447M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 10, 2026
O'Neil Global Advisors, Inc. reported 62 holdings worth US$447M as of Jun 30, 2026. Largest: Eli Lilly And Company, Alphabet Inc (google) Class C and Tesla, Inc. Filed Aug 10, 2026 (Form 13F).
- Holdings
- 62
- Value as reported
- US$447M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Eli Lilly And Company | 79,678 | US$95.6M | 21.4% |
| Alphabet Inc (google) Class C | 190K | US$68M | 15.2% |
| Tesla, Inc. | 82,118 | US$34.5M | 7.7% |
| Ftai Aviation Ltd. | 69,991 | US$18.9M | 4.2% |
| Crowdstrike Holdings, Inc. | 24,215 | US$18.5M | 4.1% |
| Iron Mountain Incorporated (delaware) | 113K | US$14.3M | 3.2% |
| Snowflake Inc. | 51,779 | US$13.2M | 2.9% |
| Amazon.com, Inc. | 51,168 | US$12.2M | 2.7% |
| Intel Corporation | 80,191 | US$11.2M | 2.5% |
| Maxlinear, Inc | 79,729 | US$10.2M | 2.3% |
| Alignment Healthcare, Inc. | 373K | US$8.87M | 2.0% |
| Incyte Corporation | 75,950 | US$8.61M | 1.9% |
| Goldman Sachs Group, Inc. (the) | 8,508 | US$8.6M | 1.9% |
| Corcept Therapeutics Incorporated | 98,334 | US$8.55M | 1.9% |
| Flywire Corporation - Voting | 402K | US$7.06M | 1.6% |
| Bloom Energy Corporation | 23,088 | US$6.99M | 1.6% |
| Ralph Lauren Corporation | 15,604 | US$6.26M | 1.4% |
| Nvidia Corporation | 28,270 | US$5.66M | 1.3% |
| Ge Vernova Inc. | 4,212 | US$4.95M | 1.1% |
| Block, Inc. | 64,789 | US$4.92M | 1.1% |
| Ge Aerospace | 12,713 | US$4.75M | 1.1% |
| Macom Technology Solutions Holdings, Inc. | 11,689 | US$4.45M | 0.99% |
| Lam Research Corporation | 8,931 | US$3.87M | 0.87% |
| Abbvie Inc. | 13,706 | US$3.45M | 0.77% |
| Solaris Energy Infrastructure, Inc. | 39,462 | US$3.18M | 0.71% |
| Micron Technology, Inc. | 2,557 | US$2.95M | 0.66% |
| Comfort Systems Usa, Inc. | 1,479 | US$2.93M | 0.66% |
| Morgan Stanley | 13,629 | US$2.85M | 0.64% |
| Caterpillar, Inc. | 2,657 | US$2.83M | 0.63% |
| Ttm Technologies, Inc. | 12,748 | US$2.38M | 0.53% |
| Amphenol Corporation | 12,804 | US$2.26M | 0.50% |
| Element Solutions Inc. | 45,662 | US$2.18M | 0.49% |
| Amkor Technology, Inc. | 25,177 | US$2.17M | 0.49% |
| Affirm Holdings, Inc. | 26,576 | US$2.17M | 0.48% |
| Mks Inc. | 3,402 | US$1.51M | 0.34% |
| Modine Manufacturing Company | 5,307 | US$1.42M | 0.32% |
| Stmicroelectronics Nv | 17,488 | US$1.31M | 0.29% |
| Keysight Technologies Inc. | 3,648 | US$1.28M | 0.29% |
| Formfactor, Inc. | 7,819 | US$1.25M | 0.28% |
| Robinhood Markets, Inc. | 12,188 | US$1.22M | 0.27% |
| Everus Construction Group, Inc. | 7,349 | US$1.22M | 0.27% |
| Lattice Semiconductor Corporation | 7,740 | US$1.18M | 0.26% |
| Teradyne, Inc. | 2,366 | US$1.14M | 0.26% |
| Cognex Corporation | 15,714 | US$1.14M | 0.25% |
| Howmet Aerospace Inc. | 4,021 | US$1.08M | 0.24% |
| Marvell Technology, Inc. | 3,439 | US$1.02M | 0.23% |
| Analog Devices, Inc. | 2,331 | US$926K | 0.21% |
| Viavi Solutions Inc. | 17,294 | US$826K | 0.18% |
| Cardinal Health, Inc. | 3,350 | US$796K | 0.18% |
| Kla Corporation | 2,505 | US$756K | 0.17% |
| Citigroup, Inc. | 4,552 | US$637K | 0.14% |
| Virtu Financial, Inc. | 9,082 | US$541K | 0.12% |
| Argenx Se | 572 | US$531K | 0.12% |
| Sandisk Corporation | 233 | US$530K | 0.12% |
| Dell Technologies Inc. | 1,224 | US$528K | 0.12% |
| Asml Holding Nv | 256 | US$509K | 0.11% |
| Cloudflare, Inc. | 1,064 | US$261K | 0.06% |
| Acco Brands Corporation | 16,026 | US$66,668 | 0.01% |
| Butterfly Network, Inc. | 0 | US$0 | 0.00% |
| Ciena Corporation | 0 | US$0 | 0.00% |
| Cnx Resources Corporation | 0 | US$0 | 0.00% |
| Telefonaktiebolaget Lm Ericsson Class A | 0 | US$0 | 0.00% |
| Figs, Inc. | 0 | US$0 | 0.00% |
| Lumentum Holdings Inc. | 0 | US$0 | 0.00% |
| Pan American Silver Corp. | 0 | US$0 | 0.00% |
Source
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