O'Neil Global Advisors, Inc. Portfolio Holdings

O'Neil Global Advisors, Inc.

  • $435 Million
  • Q2 2025

O'Neil Global Advisors, Inc. has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $435 Million distributed in 57 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Tesla, Inc. with a value of $64.3M, Nvidia Corp with a value of $40.5M, I Shares Bitcoin Trust with a value of $36.7M, Fidelity Wise Orgn Btcn Bn It with a value of $29.4M, and Meta Platforms, Inc. with a value of $25.8M.

Examining the 13F form we can see an increase of $382M in the current position value, from $52.9M to 435M.

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 $435 Million
Technology: $148 Million
Consumer Cyclical: $94.5 Million
Communication Services: $37 Million
Financial Services: $18.7 Million
Healthcare: $10.5 Million
Industrials: $2.95 Million
Energy: $2.83 Million
Utilities: $2.67 Million
Other: $0

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$61.8B
$20.5 Million 4.71% of portfolio
91,431
Q2 2025 New
$93.6B
$20.4 Million 4.7% of portfolio
40,121
Q2 2025 Added 258.93%
$172B
$14.6 Million 3.36% of portfolio
14,195
Q2 2025 New
$127B
$10.2 Million 2.35% of portfolio
37,108
Q2 2025 New
$31B
$8.39 Million 1.93% of portfolio
96,103
Q2 2025 New
$81.5B
$8.35 Million 1.92% of portfolio
17,018
Q2 2025 New
$178B
$6.17 Million 1.42% of portfolio
53,519
Q2 2025 New
$45.7B
$3.4 Million 0.78% of portfolio
9,709
Q2 2025 New
$33.9B
$2.83 Million 0.65% of portfolio
38,055
Q2 2025 New
$179B
$2.8 Million 0.64% of portfolio
30,664
Q2 2025 New
$32.1B
$2.74 Million 0.63% of portfolio
18,968
Q2 2025 New
$111B
$2.67 Million 0.61% of portfolio
8,259
Q2 2025 New
$95.5B
$2.09 Million 0.48% of portfolio
22,368
Q2 2025 New
$133B
$1.85 Million 0.43% of portfolio
2,414
Q2 2025 New
$54.9B
$1.78 Million 0.41% of portfolio
2,145
Q2 2025 New
$185B
$1.6 Million 0.37% of portfolio
18,802
Q2 2025 New
$133B
$1.36 Million 0.31% of portfolio
1,522
Q2 2025 New
$182B
$1.19 Million 0.27% of portfolio
12,768
Q2 2025 New
$53.1B
$901,000 0.21% of portfolio
2,912
Q2 2025 New
$66.5B
$783,000 0.18% of portfolio
7,926
Q2 2025 New
$70.6B
$702,000 0.16% of portfolio
6,670
Q2 2025 New
$15.7B
$715,000 0.16% of portfolio
19,844
Q2 2025 New
$102B
$571,000 0.13% of portfolio
3,114
Q2 2025 New
$17.5B
$412,000 0.09% of portfolio
1,748
Q2 2025 New
$80.9B
$393,000 0.09% of portfolio
21,118
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $435 Million
  • Prior Value $52.9 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 49 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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