O'Neil Global Advisors, Inc. Portfolio Holdings

O'Neil Global Advisors, Inc.

  • $52.9 Million
  • Q1 2025

O'Neil Global Advisors, Inc. has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $52.9 Million distributed in 19 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Tesla, Inc. with a value of $14.7M, I Shares Bitcoin Trust with a value of $6.97M, Meta Platforms, Inc. with a value of $6.92M, Crowd Strike Holdings, Inc. with a value of $3.94M, and Sea LTD with a value of $3.57M.

Examining the 13F form we can see an decrease of $289M in the current position value, from $342M to 52.9M.

O'Neil Global Advisors, Inc. is based out at Los Angeles, CA

Below you can find more details about O'Neil Global Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $52.9 Million
Consumer Cyclical: $21.6 Million
Technology: $8.42 Million
Communication Services: $7.85 Million
Financial Services: $1.1 Million
Healthcare: $653,000
Basic Materials: $615,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.15T
$14.7 Million 27.73% of portfolio
56,562
Q1 2025 Reduced 70.07%
$1.44T
$6.92 Million 13.09% of portfolio
12,007
Q1 2025 Reduced 84.38%
$101B
$3.94 Million 7.45% of portfolio
11,178
Q1 2025 New
$92.8B
$3.57 Million 6.74% of portfolio
27,322
Q1 2025 Added 591.7%
$316B
$3.38 Million 6.4% of portfolio
25,587
Q1 2025 New
-
$2.73 Million 5.17% of portfolio
-
Q1 2025 Added 261.7%
$242B
$2.48 Million 4.69% of portfolio
29,356
Q1 2025 Reduced 94.14%
$18.4B
$1 Million 1.9% of portfolio
14,389
Q1 2025 New
$539B
$931,000 1.76% of portfolio
998
Q1 2025 New
$12.4B
$779,000 1.47% of portfolio
61,038
Q1 2025 New
$587B
$707,000 1.34% of portfolio
2,017
Q1 2025 Reduced 19.51%
$3.5B
$615,000 1.16% of portfolio
25,176
Q1 2025 New
$99.7B
$405,000 0.77% of portfolio
6,634
Q1 2025 New
$210B
$389,000 0.74% of portfolio
712
Q1 2025 Reduced 88.15%
$689B
$248,000 0.47% of portfolio
300
Q1 2025 New
$81.3B
$221,000 0.42% of portfolio
2,298
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 19
  • Current Value $52.9 Million
  • Prior Value $342 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
Track This Portfolio

Track O'Neil Global Advisors, Inc. Portfolio

Follow O'Neil Global Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of O'Neil Global Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on O'Neil Global Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email