13F HOLDINGS REPORT
O'Neil Global Advisors, Inc.
Quarter ended Q2 2025 · Filed August 11, 2025 · Accession 0001861159-25-000007
Total Value
$434,586
Positions
57
Other Managers
0
Confidential Omitted
No
Holdings (57)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Tesla Inc | TSLA | 202,270 | $64,253 | 14.78% |
| 2 | Nvidia Corp | NVDA | 256,099 | $40,461 | 9.31% |
| 3 | iShares Bitcoin Trust | IBIT | 600,311 | $36,745 | 8.46% |
| 4 | FidelityWiseOrgnBtcnBnIt | FBTC | 312,400 | $29,362 | 6.76% |
| 5 | Meta Platforms Inc Cl A | META | 35,020 | $25,848 | 5.95% |
| 6 | Amer Sports Inc | AS | 662,424 | $25,676 | 5.91% |
| 7 | Amazon.com Inc | AMZN | 94,085 | $20,641 | 4.75% |
| 8 | Snowflake Inc Cl A | SNOW | 91,431 | $20,460 | 4.71% |
| 9 | Crowdstrike Holdings A | CRWD | 40,121 | $20,434 | 4.70% |
| 10 | Servicenow Inc | NOW | 14,195 | $14,594 | 3.36% |
| 11 | Palantir TechnologiesClA | PLTR | 87,774 | $11,965 | 2.75% |
| 12 | GE Vernova Inc | GEV | 21,916 | $11,597 | 2.67% |
| 13 | Broadcom Inc | AVGO | 37,108 | $10,229 | 2.35% |
| 14 | Symbotic Inc Cl A | SYM | 219,168 | $8,515 | 1.96% |
| 15 | Hesai Group Ads Class B | HSIGF | 386,445 | $8,482 | 1.95% |
| 16 | Dexcom Inc | DXCM | 96,103 | $8,389 | 1.93% |
| 17 | Ferrari N V | RACE | 17,018 | $8,351 | 1.92% |
| 18 | Cisco Systems Inc | CSCO | 101,301 | $7,028 | 1.62% |
| 19 | Shopify Inc Cl A | SHOP | 53,519 | $6,173 | 1.42% |
| 20 | Alphabet Inc Cl A | GOOG | 34,978 | $6,164 | 1.42% |
| 21 | Coinbase Global Inc Cl A | COIN | 9,709 | $3,403 | 0.78% |
| 22 | Cameco Corp | CCJ | 38,055 | $2,825 | 0.65% |
| 23 | Charles Schwab Corp | SCHW-PJ | 30,664 | $2,798 | 0.64% |
| 24 | Seagate Technology Hldgs | SE | 18,968 | $2,738 | 0.63% |
| 25 | Constellation Energy Crp | CEG | 8,259 | $2,666 | 0.61% |
| 26 | Netflix Inc | NFLX | 1,800 | $2,410 | 0.55% |
| 27 | Robinhood Markets Cl A | 770700102 | 22,368 | $2,094 | 0.48% |
| 28 | Virtu Financial Inc Cl A | 928254101 | 41,876 | $1,876 | 0.43% |
| 29 | Spotify Technology S A | SPOT | 2,414 | $1,852 | 0.43% |
| 30 | Microsoft Corp | MSFT | 3,624 | $1,803 | 0.41% |
| 31 | Leonardo Drs | DRS | 38,401 | $1,785 | 0.41% |
| 32 | Axon Enterprise Inc | AXON | 2,145 | $1,776 | 0.41% |
| 33 | Citigroup Inc | C-PR | 18,802 | $1,600 | 0.37% |
| 34 | J P Morgan Chase & Co | VYLD | 5,484 | $1,590 | 0.37% |
| 35 | Irhythm Technologies Inc | IRTC | 9,176 | $1,413 | 0.33% |
| 36 | Toronto Dominion Bank | TORO | 18,688 | $1,373 | 0.32% |
| 37 | Rubrik Inc Cl A | RBRK | 15,265 | $1,368 | 0.31% |
| 38 | K L A Corp | KLAC | 1,522 | $1,363 | 0.31% |
| 39 | Lyft Inc Cl A | LYFT | 77,445 | $1,221 | 0.28% |
| 40 | Uber Technologies Inc | UBER | 12,768 | $1,191 | 0.27% |
| 41 | Dutch Bros Inc Cl A | BROS | 13,327 | $911 | 0.21% |
| 42 | Autodesk Inc | ADSK | 2,912 | $901 | 0.21% |
| 43 | Amphenol Corp Cl A | 032095101 | 7,926 | $783 | 0.18% |
| 44 | Dave Inc Cl A | 23834J201 | 2,823 | $758 | 0.17% |
| 45 | Dycom Inds Inc | 267475101 | 2,958 | $723 | 0.17% |
| 46 | BrightSpring Health Svs | 10950A106 | 30,533 | $720 | 0.17% |
| 47 | Royalty Pharma plc Cl A | RPRX | 19,844 | $715 | 0.16% |
| 48 | Roblox Corporation Cl A | RBLX | 6,670 | $702 | 0.16% |
| 49 | Intercontinental Exchng | 45866F104 | 3,114 | $571 | 0.13% |
| 50 | Nextracker Inc Class A | NXT | 9,111 | $495 | 0.11% |
| 51 | Argan Inc | AGX | 2,027 | $447 | 0.10% |
| 52 | Jfrog Ltd | FROG | 10,101 | $443 | 0.10% |
| 53 | Guidewire Software Inc | GWRE | 1,748 | $412 | 0.09% |
| 54 | Barclays Plc Adr | BCLYF | 21,118 | $393 | 0.09% |
| 55 | Life360 Inc | LIFX | 5,807 | $379 | 0.09% |
| 56 | RB Global Inc | RBA | 3,440 | $365 | 0.08% |
| 57 | Urban Outfitters Inc | URBN | 4,901 | $356 | 0.08% |