13F HOLDINGS REPORT
O'Neil Global Advisors, Inc.
Quarter ended Q3 2025 · Filed November 10, 2025 · Accession 0001861159-25-000008
Total Value
$542,976
Positions
60
Other Managers
0
Confidential Omitted
No
Holdings (60)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Tesla Inc | TSLA | 224,748 | $99,950 | 18.41% |
| 2 | Nvidia Corp | NVDA | 353,645 | $65,983 | 12.15% |
| 3 | Palantir TechnologiesClA | PLTR | 286,711 | $52,302 | 9.63% |
| 4 | Robinhood Markets Cl A | 770700102 | 296,098 | $42,395 | 7.81% |
| 5 | Crowdstrike Holdings A | CRWD | 66,457 | $32,589 | 6.00% |
| 6 | D.R. Horton Inc | 23331A109 | 188,864 | $32,007 | 5.89% |
| 7 | GE Vernova Inc | GEV | 46,613 | $28,662 | 5.28% |
| 8 | iShares Ethereum Trust | 46438R105 | 873,766 | $27,532 | 5.07% |
| 9 | iShares Bitcoin Trust | IBIT | 406,378 | $26,415 | 4.86% |
| 10 | Vistra Corp | VST | 83,482 | $16,356 | 3.01% |
| 11 | Microsoft Corp | MSFT | 29,055 | $15,049 | 2.77% |
| 12 | Arista Networks Inc | ANET | 90,688 | $13,214 | 2.43% |
| 13 | Crispr Therapeutics AG | CRSP | 168,715 | $10,934 | 2.01% |
| 14 | Alphabet Inc Cl A | GOOG | 29,447 | $7,159 | 1.32% |
| 15 | Shopify Inc Cl A | SHOP | 42,695 | $6,345 | 1.17% |
| 16 | Broadcom Inc | AVGO | 17,221 | $5,681 | 1.05% |
| 17 | Goldman Sachs Group Inc | GSCE | 4,474 | $3,563 | 0.66% |
| 18 | Applovin Corp Cl A | APP | 4,900 | $3,521 | 0.65% |
| 19 | Meta Platforms Inc Cl A | META | 4,503 | $3,307 | 0.61% |
| 20 | FidelityWiseOrgnBtcnBnIt | FBTC | 32,813 | $3,275 | 0.60% |
| 21 | Alibaba Group Hldg Ads | BBAAY | 17,498 | $3,127 | 0.58% |
| 22 | Cameco Corp | CCJ | 35,037 | $2,938 | 0.54% |
| 23 | Aerovironment Inc | AVAV | 8,802 | $2,772 | 0.51% |
| 24 | Constellation Energy Crp | CEG | 7,701 | $2,534 | 0.47% |
| 25 | Snowflake Inc Cl A | SNOW | 9,861 | $2,224 | 0.41% |
| 26 | Five Below Inc | FIVE | 13,781 | $2,132 | 0.39% |
| 27 | J P Morgan Chase & Co | VYLD | 5,566 | $1,756 | 0.32% |
| 28 | Primoris Services Corp | 74164F103 | 12,489 | $1,715 | 0.32% |
| 29 | Dycom Inds Inc | 267475101 | 5,523 | $1,611 | 0.30% |
| 30 | Ciena Corporation | CIEN | 10,565 | $1,539 | 0.28% |
| 31 | Toronto Dominion Bank | TORO | 18,688 | $1,494 | 0.28% |
| 32 | Carvana Co Cl A | CVNA | 3,543 | $1,337 | 0.25% |
| 33 | Amazon.com Inc | AMZN | 6,002 | $1,318 | 0.24% |
| 34 | Evercore Inc | EVR | 3,572 | $1,205 | 0.22% |
| 35 | Sea Limited Ads Cl A | SE | 6,082 | $1,087 | 0.20% |
| 36 | Amphenol Corp Cl A | 032095101 | 7,926 | $981 | 0.18% |
| 37 | Invesco Qqq Trust Sr 1 | IVZ | 1,586 | $952 | 0.18% |
| 38 | Seagate Technology Hldgs | SE | 4,003 | $945 | 0.17% |
| 39 | Comfort Systems U S A | 199908104 | 1,053 | $869 | 0.16% |
| 40 | Talen Energy Corp | TLN | 2,016 | $858 | 0.16% |
| 41 | Ubiquiti Inc | UI | 1,286 | $850 | 0.16% |
| 42 | Roblox Corporation Cl A | RBLX | 6,053 | $838 | 0.15% |
| 43 | Roku Inc Cl A | ROKU | 8,171 | $818 | 0.15% |
| 44 | Pure Storage Inc Cl A | 74624M102 | 9,746 | $817 | 0.15% |
| 45 | Lam Research Corp | LRCX | 6,104 | $817 | 0.15% |
| 46 | Sitime Corporation | SITM | 2,706 | $815 | 0.15% |
| 47 | T T M Technologies Inc | TTMI | 14,061 | $810 | 0.15% |
| 48 | Uber Technologies Inc | UBER | 8,201 | $803 | 0.15% |
| 49 | Varonis Systems Inc | VRNS | 13,380 | $769 | 0.14% |
| 50 | FTAI Aviation Ltd | FTAIN | 4,423 | $738 | 0.14% |
| 51 | Wells Fargo & Company | 949746101 | 8,292 | $695 | 0.13% |
| 52 | Celestica Inc | CLS | 2,794 | $688 | 0.13% |
| 53 | Life360 Inc | LIFX | 5,807 | $617 | 0.11% |
| 54 | Micron Technology Inc | MU | 3,346 | $560 | 0.10% |
| 55 | Lumentum Holdings Inc | LITE | 3,308 | $538 | 0.10% |
| 56 | Irhythm Technologies Inc | IRTC | 2,718 | $467 | 0.09% |
| 57 | Credo Tech Grp Hldng | CRDO | 3,025 | $440 | 0.08% |
| 58 | Barclays Plc Adr | BCLYF | 21,118 | $437 | 0.08% |
| 59 | BeOne Medicines Ltd Ads | BEIGF | 1,228 | $418 | 0.08% |
| 60 | Credicorp Ltd | BAP | 1,531 | $408 | 0.08% |