13F HOLDINGS REPORT
O'Neil Global Advisors, Inc.
Quarter ended Q4 2023 · Filed November 13, 2023 · Accession 0001861159-23-000006
Total Value
$110,414
Positions
52
Other Managers
0
Confidential Omitted
No
Holdings (52)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Nvidia Corp | NVDA | 75,177 | $32,701 | 29.62% |
| 2 | Tesla Inc | TSLA | 48,743 | $12,196 | 11.05% |
| 3 | Meta Platforms Inc Cl A | META | 38,768 | $11,639 | 10.54% |
| 4 | Arista Networks Inc | ANET | 41,858 | $7,699 | 6.97% |
| 5 | Alphabet Inc Cl A | GOOG | 51,270 | $6,709 | 6.08% |
| 6 | Vertiv Holdings Llc | VRT | 150,077 | $5,583 | 5.06% |
| 7 | Alphabet Inc Cl C | GOOG | 30,693 | $4,047 | 3.67% |
| 8 | Palo Alto Networks | PANW | 11,805 | $2,768 | 2.51% |
| 9 | Uber Technologies Inc | UBER | 50,587 | $2,326 | 2.11% |
| 10 | Crowdstrike Holdings A | CRWD | 13,596 | $2,276 | 2.06% |
| 11 | Servicenow Inc | NOW | 3,035 | $1,696 | 1.54% |
| 12 | Argenx SE Ads | ARGX | 2,332 | $1,146 | 1.04% |
| 13 | Futu Holdings Cl A Ads | FUTU | 15,983 | $924 | 0.84% |
| 14 | New Orientl Edu&Tech Ads | 647581206 | 15,326 | $897 | 0.81% |
| 15 | Elastic N.V | ESTC | 10,322 | $839 | 0.76% |
| 16 | Globant SA | GLOB | 4,219 | $835 | 0.76% |
| 17 | Okta Inc Cl A | OKTA | 10,146 | $827 | 0.75% |
| 18 | Nutanix Inc Class A | NTNX | 23,503 | $820 | 0.74% |
| 19 | PDD Holdings Inc ClA Ads | PDD | 8,275 | $812 | 0.74% |
| 20 | Amazon.com Inc | AMZN | 6,004 | $763 | 0.69% |
| 21 | Booking Holdings Inc | BKNG | 221 | $682 | 0.62% |
| 22 | Duolingo Inc Cl A | DUOL | 3,746 | $621 | 0.56% |
| 23 | Oshkosh Corporation | OSK | 6,448 | $615 | 0.56% |
| 24 | Accenture Plc | ACN | 1,900 | $584 | 0.53% |
| 25 | Appfolio Inc Cl A | APPF | 3,040 | $555 | 0.50% |
| 26 | E L F Beauty Inc | ELF | 4,956 | $544 | 0.49% |
| 27 | Wabtec Corp | 929740108 | 4,912 | $522 | 0.47% |
| 28 | Trip.com Group Ltd Adr | TRPCF | 14,132 | $494 | 0.45% |
| 29 | Zscaler Inc | ZS | 3,108 | $484 | 0.44% |
| 30 | Luckin Coffee CL A Ads | LKNCY | 13,493 | $472 | 0.43% |
| 31 | Lululemon Athletica | LULU | 1,202 | $464 | 0.42% |
| 32 | Braze Inc Cl A | BRZE | 9,835 | $460 | 0.42% |
| 33 | Atlassian Corp Cl A | TEAM | 2,187 | $441 | 0.40% |
| 34 | Coupang Inc Cl A | CPNG | 25,900 | $440 | 0.40% |
| 35 | Cinemark Holdings Inc | CNK | 23,792 | $437 | 0.40% |
| 36 | Renaissancere Holdings | RNR-PG | 2,157 | $427 | 0.39% |
| 37 | Nextracker Inc Class A | NXT | 10,559 | $424 | 0.38% |
| 38 | Dlocal Limited Cl A | DLO | 21,943 | $421 | 0.38% |
| 39 | Embraer Sa Adr | EMBJ | 28,446 | $390 | 0.35% |
| 40 | Boston Scientific Corp | BSX | 7,336 | $387 | 0.35% |
| 41 | Copart Inc | CPRT | 8,221 | $354 | 0.32% |
| 42 | Marathon Petroleum | MARA | 2,021 | $306 | 0.28% |
| 43 | Tenable Holdings Inc | 88025T102 | 6,803 | $305 | 0.28% |
| 44 | Samsara Inc Cl A | IOT | 10,321 | $260 | 0.24% |
| 45 | Shopify Inc Cl A | SHOP | 4,773 | $260 | 0.24% |
| 46 | Neurocrine Biosciences | NBIX | 2,198 | $247 | 0.22% |
| 47 | Molina Healthcare Inc | MOH | 718 | $235 | 0.21% |
| 48 | A T I Inc | ATI | 5,689 | $234 | 0.21% |
| 49 | Doordash Inc Cl A | DASH | 2,733 | $217 | 0.20% |
| 50 | Rivian Automotive Cl A | RIVN | 8,751 | $212 | 0.19% |
| 51 | Sprouts Farmers Market | 85208M102 | 4,902 | $210 | 0.19% |
| 52 | Manhattan Associates Inc | MANH | 1,046 | $207 | 0.19% |