O'Neil Global Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, O'Neil Global Advisors, Inc. held in its portfolio 45 assets valued at $290,612,487 (i.e. $290.61M).
The most valuable assets in the portfolio included: Tesla Inc ($45.73M), Eli Lilly & Co ($43.26M), and Reddit Inc Cl A ($32.29M).
The chart below shows the top 10 valuable assets, and the table below shows the top 45 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
O'Neil Global Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| Tesla Inc | 101677 | 45726180 | COM |
| Eli Lilly & Co | 40251 | 43256945 | COM |
| Reddit Inc Cl A | 140463 | 32288230 | COM |
| Alphabet Inc Cl A | 102504 | 32083752 | COM |
| Nvidia Corp | 104516 | 19492234 | COM |
| Rocket Lab Corporation | 200216 | 13967068 | COM |
| Zeta Global Holdings ClA | 613529 | 12485315 | COM |
| Twilio Inc Cl A | 86487 | 12301911 | COM |
| Taiwan Semiconductor Adr | 25313 | 7692368 | COM |
| First Solar Inc | 25242 | 6593968 | COM |
| Carpenter TechnologyCorp | 19243 | 6058466 | COM |
| Shopify Inc Cl A | 27370 | 4405749 | COM |
| Goldman Sachs Group Inc | 4496 | 3951984 | COM |
| Lam Research Corp | 21507 | 3681568 | COM |
| Micron Technology Inc | 12369 | 3530236 | COM |
| Pan American Silver Corp | 65335 | 3385006 | COM |
| Ciena Corporation | 14139 | 3306688 | COM |
| Kinross Gold Corp | 108917 | 3067103 | COM |
| Newmont Corporation | 30645 | 3059903 | COM |
| Madrigal Pharmaceuticals | 5060 | 2946640 | COM |
| Apple Inc | 9730 | 2645198 | COM |
| GE Vernova Inc | 3013 | 1969206 | COM |
| Travere Therapeutics Inc | 51191 | 1956008 | COM |
| Toronto Dominion Bank | 18688 | 1760410 | COM |
| Incyte Corporation | 14778 | 1459623 | COM |
| Vistance Networks Inc | 80299 | 1455821 | COM |
| J P Morgan Chase & Co | 4464 | 1438390 | COM |
| Unity Software Inc | 32207 | 1422583 | COM |
| Applovin Corp Cl A | 2067 | 1392786 | COM |
| Palantir TechnologiesClA | 7705 | 1369564 | COM |
| Dycom Inds Inc | 3526 | 1191435 | COM |
| Century Aluminum Co | 28741 | 1126072 | COM |
| Lumentum Holdings Inc | 2639 | 972709 | COM |
| Equinox Gold Corp | 62082 | 871631 | COM |
| Barrick Mining Corp | 19827 | 863466 | COM |
| The Realreal Inc | 54361 | 857817 | COM |
| Arrowhead Pharma | 12037 | 799136 | COM |
| Amazon.com Inc | 3084 | 711849 | COM |
| Seagate Technology Hldgs | 2060 | 567303 | COM |
| T T M Technologies Inc | 7845 | 541305 | COM |
| Comfort Systems U S A | 570 | 531975 | COM |
| Morgan Stanley | 2400 | 426072 | COM |
| Solaris Energy Infra Inc | 7614 | 350016 | COM |
| Intuitive Surgical Inc | 600 | 339816 | COM |
| Celestica Inc | 1052 | 310982 | COM |