13F HOLDINGS REPORT
O'Neil Global Advisors, Inc.
Quarter ended Q2 2023 · Filed April 14, 2023 · Accession 0001861159-23-000002
Total Value
$193,865
Positions
64
Other Managers
0
Confidential Omitted
No
Holdings (64)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Advanced Micro Devices | AMD | 239,340 | $23,458 | 12.10% |
| 2 | Microsoft Corp | MSFT | 65,145 | $18,781 | 9.69% |
| 3 | Nvidia Corp | NVDA | 54,530 | $15,147 | 7.81% |
| 4 | Palo Alto Networks | PANW | 57,975 | $11,580 | 5.97% |
| 5 | Airbnb Inc Cl A | ABNB | 84,967 | $10,570 | 5.45% |
| 6 | Salesforce Inc | CRM | 46,243 | $9,238 | 4.77% |
| 7 | Mercadolibre Inc | MELI | 6,605 | $8,706 | 4.49% |
| 8 | Shift4 Payments Inc Cl A | 82452J109 | 106,591 | $8,080 | 4.17% |
| 9 | Tesla Inc | TSLA | 38,565 | $8,001 | 4.13% |
| 10 | Uipath Inc Cl A | PATH | 359,625 | $6,315 | 3.26% |
| 11 | Super Micro Computer Inc | SMCI | 56,669 | $6,038 | 3.11% |
| 12 | Okta Inc Cl A | OKTA | 57,037 | $4,919 | 2.54% |
| 13 | Globalfoundries Inc | GFS | 61,825 | $4,463 | 2.30% |
| 14 | Allegro Microsystems Inc | ALGM | 91,543 | $4,393 | 2.27% |
| 15 | Doubleverify Hldgs Inc | DV | 129,915 | $3,917 | 2.02% |
| 16 | Cloudflare Inc Cl A | NET | 62,310 | $3,842 | 1.98% |
| 17 | Insulet Corp | PODD | 11,008 | $3,511 | 1.81% |
| 18 | On Holding A G Cl A | H5919C104 | 105,771 | $3,282 | 1.69% |
| 19 | Wingstop Inc | WING | 16,510 | $3,031 | 1.56% |
| 20 | Pagerduty Inc | PD | 81,410 | $2,848 | 1.47% |
| 21 | C3.ai Inc Cl A | AI | 77,890 | $2,615 | 1.35% |
| 22 | Crocs Inc | CROX | 18,183 | $2,299 | 1.19% |
| 23 | Apple Inc | AAPL | 13,415 | $2,212 | 1.14% |
| 24 | Stmicroelectronics N V | STMEF | 31,000 | $1,658 | 0.86% |
| 25 | Mobileye Global Inc Cl A | MBLY | 35,048 | $1,517 | 0.78% |
| 26 | monday.com Ltd | MNDY | 10,589 | $1,512 | 0.78% |
| 27 | Impinj Inc | PI | 10,026 | $1,359 | 0.70% |
| 28 | Hubspot Inc | HUBS | 2,975 | $1,276 | 0.66% |
| 29 | Meta Platforms Inc Cl A | META | 5,500 | $1,166 | 0.60% |
| 30 | Arista Networks Inc | ANET | 6,820 | $1,145 | 0.59% |
| 31 | Uber Technologies Inc | UBER | 31,735 | $1,006 | 0.52% |
| 32 | Draftkings Inc Cl A | DKNG | 50,531 | $978 | 0.50% |
| 33 | Lattice Semiconductor | LSCC | 9,796 | $936 | 0.48% |
| 34 | Reliance Steel & Aluminm | RS | 3,618 | $929 | 0.48% |
| 35 | Workday Inc Cl A | WDAY | 4,470 | $923 | 0.48% |
| 36 | Hims & Hers Health Cl A | HIMS | 80,286 | $796 | 0.41% |
| 37 | Lantheus Holdings Inc | LNTH | 8,018 | $662 | 0.34% |
| 38 | A A O N Inc | AAON | 6,325 | $612 | 0.32% |
| 39 | Axon Enterprise Inc | AXON | 2,662 | $599 | 0.31% |
| 40 | Asana Inc Class A | ASAN | 24,761 | $523 | 0.27% |
| 41 | Visteon Corporation | VC | 3,336 | $523 | 0.27% |
| 42 | Applied Industrial Tech | 03820C105 | 3,667 | $521 | 0.27% |
| 43 | Samsara Inc Cl A | IOT | 26,247 | $518 | 0.27% |
| 44 | Cal-Maine Foods Inc | CALM | 8,482 | $516 | 0.27% |
| 45 | Maxeon SolarTechnologies | MAXN | 19,353 | $514 | 0.27% |
| 46 | Flywire Corp | FLYW | 17,335 | $509 | 0.26% |
| 47 | Sanmina Corp | SANM | 8,278 | $505 | 0.26% |
| 48 | Catalyst Pharma Inc | CPRX | 29,343 | $487 | 0.25% |
| 49 | Monolithic Power Systems | 609839105 | 923 | $462 | 0.24% |
| 50 | Inspire Medical Systems | 457730109 | 1,757 | $411 | 0.21% |
| 51 | FTAI Aviation Ltd | FTAIN | 13,730 | $384 | 0.20% |
| 52 | Fortinet Inc | FTNT | 5,300 | $352 | 0.18% |
| 53 | Copart Inc | CPRT | 4,600 | $346 | 0.18% |
| 54 | Analog Devices Inc | ADI | 1,752 | $346 | 0.18% |
| 55 | Dynatrace Inc | DT | 8,037 | $340 | 0.18% |
| 56 | A S M L Holding N.V. NY | ASMLF | 500 | $340 | 0.18% |
| 57 | Iridium Communications | IRDM | 5,335 | $330 | 0.17% |
| 58 | Dexcom Inc | DXCM | 2,422 | $281 | 0.14% |
| 59 | Agilon Health Inc | AGL | 11,605 | $276 | 0.14% |
| 60 | Boston Scientific Corp | BSX | 5,000 | $250 | 0.13% |
| 61 | Wix.com Ltd | WIX | 2,275 | $227 | 0.12% |
| 62 | Evolent Health Inc Cl A | EVH | 6,640 | $215 | 0.11% |
| 63 | Ishares Russell 2000 Grw | 464287648 | 906 | $205 | 0.11% |
| 64 | Vertex Energy Inc | VERX | 16,555 | $164 | 0.08% |