13F HOLDINGS REPORT
O'Neil Global Advisors, Inc.
Quarter ended Q2 2024 · Filed August 8, 2024 · Accession 0001861159-24-000003
Total Value
$212,622
Positions
50
Other Managers
0
Confidential Omitted
No
Holdings (50)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Nvidia Corp | NVDA | 438,845 | $54,215 | 25.50% |
| 2 | Meta Platforms Inc Cl A | META | 46,255 | $23,323 | 10.97% |
| 3 | Tesla Inc | TSLA | 103,445 | $20,470 | 9.63% |
| 4 | Alphabet Inc Cl A | GOOG | 60,100 | $10,947 | 5.15% |
| 5 | Crowdstrike Holdings A | CRWD | 28,145 | $10,785 | 5.07% |
| 6 | Netflix Inc | NFLX | 15,820 | $10,677 | 5.02% |
| 7 | Advanced Micro Devices | AMD | 64,717 | $10,498 | 4.94% |
| 8 | Servicenow Inc | NOW | 12,000 | $9,440 | 4.44% |
| 9 | Novo Nordisk A/S Adr | NONOF | 46,474 | $6,634 | 3.12% |
| 10 | Eli Lilly & Co | LLY | 7,036 | $6,370 | 3.00% |
| 11 | Amazon.com Inc | AMZN | 31,675 | $6,121 | 2.88% |
| 12 | GE Vernova Inc | GEV | 32,485 | $5,572 | 2.62% |
| 13 | Vistra Corp | VST | 46,435 | $3,992 | 1.88% |
| 14 | Apple Inc | AAPL | 11,750 | $2,475 | 1.16% |
| 15 | Microsoft Corp | MSFT | 5,500 | $2,458 | 1.16% |
| 16 | Abercrombie & Fitch Co | ANF | 13,140 | $2,337 | 1.10% |
| 17 | Applovin Corp Cl A | APP | 27,979 | $2,328 | 1.09% |
| 18 | Robinhood Markets Cl A | 770700102 | 101,193 | $2,298 | 1.08% |
| 19 | FTAI Aviation Ltd | FTAIN | 19,753 | $2,039 | 0.96% |
| 20 | Cyberark Software Ltd | M2682V108 | 6,626 | $1,812 | 0.85% |
| 21 | Transmedics Group Inc | TMDX | 10,649 | $1,604 | 0.75% |
| 22 | Vertiv Holdings Llc | VRT | 17,524 | $1,517 | 0.71% |
| 23 | Hims & Hers Health Cl A | HIMS | 70,952 | $1,433 | 0.67% |
| 24 | Blueprint Medicines Corp | 09627Y109 | 13,283 | $1,432 | 0.67% |
| 25 | Cava Group Inc | CAVA | 13,462 | $1,249 | 0.59% |
| 26 | monday.com Ltd | MNDY | 4,866 | $1,172 | 0.55% |
| 27 | FidelityWiseOrgnBtcnBnIt | FBTC | 20,475 | $1,074 | 0.51% |
| 28 | Taiwan Semiconductor Adr | 874039100 | 5,290 | $919 | 0.43% |
| 29 | Twist Bioscience Corp | TWST | 16,436 | $810 | 0.38% |
| 30 | Camtek Ltd | CAMT | 5,006 | $627 | 0.29% |
| 31 | Arm Holdings plc ADS | 042068205 | 3,250 | $532 | 0.25% |
| 32 | Onto Innovation Inc | ONTO | 2,414 | $530 | 0.25% |
| 33 | Aspen Aerogels Inc | ASPN | 21,203 | $506 | 0.24% |
| 34 | Nu Holdings Ltd Cl A Ads | NU | 38,775 | $500 | 0.24% |
| 35 | Celestica Inc | CLS | 7,803 | $447 | 0.21% |
| 36 | J P Morgan Chase & Co | VYLD | 1,500 | $303 | 0.14% |
| 37 | Datadog Inc Cl A | DDOG | 2,097 | $272 | 0.13% |
| 38 | Carnival Corporation | CUKPF | 14,200 | $266 | 0.13% |
| 39 | Halozyme Therapeutics | HALO | 4,750 | $249 | 0.12% |
| 40 | Informatica Inc Cl A | 45674M101 | 7,961 | $246 | 0.12% |
| 41 | Medpace Holdings Inc | MEDP | 570 | $235 | 0.11% |
| 42 | Check Point Sftware Tech | M22465104 | 1,404 | $232 | 0.11% |
| 43 | Carpenter TechnologyCorp | CRS | 2,100 | $230 | 0.11% |
| 44 | Varonis Systems Inc | VRNS | 4,775 | $229 | 0.11% |
| 45 | Booz Allen Hamilton Cl A | BAH | 1,488 | $229 | 0.11% |
| 46 | Universal Health Svcs B | 913903100 | 1,175 | $217 | 0.10% |
| 47 | Houlihan Lokey Inc Cl A | HLI | 1,514 | $204 | 0.10% |
| 48 | On Holding A G Cl A | H5919C104 | 5,216 | $202 | 0.10% |
| 49 | Viking Holdings Ltd | VIK | 5,964 | $202 | 0.10% |
| 50 | Elanco Animal Health Inc | ELAN | 11,312 | $163 | 0.08% |