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.
Top Valuable Stocks in O'Neil Global Advisors, Inc. Portfolio
Tesla Inc
Eli Lilly & Co
Reddit Inc Cl A
Alphabet Inc Cl A
Nvidia Corp
Rocket Lab Corporation
Zeta Global Holdings ClA
Twilio Inc Cl A
Taiwan Semiconductor Adr
First Solar Inc
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