O'neil Global Advisors, Inc. Top Holdings and 13F Report (2025) About O'neil Global Advisors, Inc.Investment ActivityO'neil Global Advisors, Inc. has $342.36 thousand in total holdings as of December 31, 2024.O'neil Global Advisors, Inc. owns shares of 37 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 23.94% of the portfolio was purchased this quarter.About 64.26% of the portfolio was sold this quarter.This quarter, O'neil Global Advisors, Inc. has purchased 56 new stocks and bought additional shares in 8 stocks.O'neil Global Advisors, Inc. sold shares of 13 stocks and completely divested from 35 stocks this quarter.Largest Holdings Tesla $76,310NVIDIA $72,011Meta Platforms $45,022Broadcom $40,328Palantir TechnologiesClA $37,908 Largest New Holdings this Quarter Alphabet $16,216 HoldingAmazon.com $5,970 HoldingCredo Technology Group $4,703 HoldingCameco $2,223 HoldingGE Vernova Inc $2,064 Holding Largest Purchases this Quarter Broadcom 139,398 shares (about $32.32K)Alphabet 85,663 shares (about $16.22K)Amazon.com 27,210 shares (about $5.97K)Credo Technology Group 69,976 shares (about $4.70K)Applovin Corp Cl A 10,059 shares (about $3.26K) Largest Sales this Quarter Tesla 115,350 shares (about $46.58K)Meta Platforms 39,914 shares (about $23.37K)Affirm 369,202 shares (about $22.50K)NVIDIA 85,183 shares (about $11.44K)Apple 34,650 shares (about $8.67K) Sector Allocation Over TimeMap of 500 Largest Holdings ofO'neil Global Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTSLATesla$76,310$46,583 ▼-37.9%188,96122.3%Auto/Tires/TrucksNVDANVIDIA$72,011$11,439 ▼-13.7%536,23821.0%Computer and TechnologyMETAMeta Platforms$45,022$23,370 ▼-34.2%76,89413.2%Computer and TechnologyAVGOBroadcom$40,328$32,318 ▲403.5%173,94711.8%Computer and TechnologyPalantir TechnologiesClA$37,908$1,327 ▼-3.4%501,22711.1%COMGOOGLAlphabet$16,216$16,216 ▲New Holding85,6634.7%Computer and TechnologyAMZNAmazon.com$5,970$5,970 ▲New Holding27,2101.7%Retail/WholesaleApplovin Corp Cl A$5,320$3,257 ▲157.9%16,4281.6%COMCRDOCredo Technology Group$4,703$4,703 ▲New Holding69,9761.4%Computer and TechnologyGSThe Goldman Sachs Group$3,441$389 ▲12.8%6,0101.0%FinanceVRTVertiv$3,026$5,836 ▼-65.9%26,6310.9%Computer and TechnologyNOWServiceNow$2,873$477 ▼-14.2%2,7100.8%Computer and TechnologyCCJCameco$2,223$2,223 ▲New Holding43,2600.6%Basic MaterialsHWMHowmet Aerospace$2,136$10 ▲0.5%19,5270.6%AerospaceGE Vernova Inc$2,064$2,064 ▲New Holding6,2760.6%COMSHOPShopify$2,018$2,018 ▲New Holding18,9800.6%Computer and TechnologyiShares Bitcoin Trust$1,820$1,003 ▲122.7%34,3000.5%COMCORTCorcept Therapeutics$1,701$1,701 ▲New Holding33,7630.5%MedicalARGXargenx$1,611$1,611 ▲New Holding2,6200.5%MedicalFidelityWiseOrgnBtcnBnIt$1,599$1,939 ▼-54.8%19,6000.5%COMFRPTFreshpet$1,486$564 ▼-27.5%10,0330.4%Consumer StaplesMMYTMakeMyTrip$1,399$1,399 ▲New Holding12,4640.4%Computer and TechnologyEATBrinker International$1,308$1,308 ▲New Holding9,8890.4%Retail/WholesaleSFMSprouts Farmers Market$1,217$580 ▲91.0%9,5790.4%Retail/WholesaleRBLXRoblox$1,120$1,120 ▲New Holding19,3620.3%Consumer DiscretionaryVIRTVirtu Financial$1,047$439 ▲72.3%29,3430.3%FinanceCOINCoinbase Global$869$869 ▲New Holding3,5000.3%Business ServicesVVisa$792$792 ▲New Holding2,5060.2%Business ServicesVCYTVeracyte$751$751 ▲New Holding18,9550.2%MedicalATATAtour Lifestyle$717$717 ▲New Holding26,6620.2%Consumer DiscretionaryAFRMAffirm$682$22,496 ▼-97.1%11,1930.2%Business ServicesAAPLApple$548$8,670 ▼-94.1%2,1900.2%Computer and TechnologyJPMJPMorgan Chase & Co.$531$1 ▲0.3%2,2160.2%FinanceZZillow Group$507$507 ▲New Holding6,8440.1%FinanceSESEA$419$236 ▼-36.0%3,9500.1%Computer and TechnologyMSMorgan Stanley$357$648 ▼-64.5%2,8420.1%FinanceFTAIFTAI Aviation$314$2,511 ▼-88.9%2,1800.1%AerospaceTTDTrade Desk$0$12,161 ▼-100.0%00.0%Computer and TechnologyTCEHYTencent$0$11,486 ▼-100.0%00.0%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$0$7,080 ▼-100.0%00.0%Computer and TechnologyONONON$0$6,298 ▼-100.0%00.0%Retail/WholesaleFOURShift4 Payments$0$5,350 ▼-100.0%00.0%Business ServicesArm Holdings plc ADS$0$5,065 ▼-100.0%00.0%COMHOODRobinhood Markets$0$3,771 ▼-100.0%00.0%FinanceUBERUber Technologies$0$3,275 ▼-100.0%00.0%Computer and TechnologyLLYEli Lilly and Company$0$3,260 ▼-100.0%00.0%MedicalPANWPalo Alto Networks$0$3,059 ▼-100.0%00.0%Computer and TechnologyCRMSalesforce$0$2,554 ▼-100.0%00.0%Computer and TechnologySPOTSpotify Technology$0$2,497 ▼-100.0%00.0%Business ServicesCYBRCyberArk Software$0$2,245 ▼-100.0%00.0%Computer and TechnologyPYPLPayPal$0$2,170 ▼-100.0%00.0%Computer and TechnologyAMDAdvanced Micro Devices$0$2,051 ▼-100.0%00.0%Computer and TechnologyBABAAlibaba Group$0$2,008 ▼-100.0%00.0%Retail/WholesaleBXBlackstone$0$1,972 ▼-100.0%00.0%FinanceTMDXTransMedics Group$0$1,697 ▼-100.0%00.0%MedicalMSFTMicrosoft$0$1,687 ▼-100.0%00.0%Computer and TechnologySNSharkNinja$0$1,591 ▼-100.0%00.0%Retail/WholesaleAEMAgnico Eagle Mines$0$1,501 ▼-100.0%00.0%Basic MaterialsDHID.R. Horton$0$1,283 ▼-100.0%00.0%ConstructionCAVACAVA Group$0$1,262 ▼-100.0%00.0%Retail/WholesaleAXONAxon Enterprise$0$1,206 ▼-100.0%00.0%AerospaceTOLToll Brothers$0$1,063 ▼-100.0%00.0%ConstructionPGRProgressive$0$914 ▼-100.0%00.0%FinanceKKRKKR & Co. Inc.$0$888 ▼-100.0%00.0%FinancePIImpinj$0$703 ▼-100.0%00.0%Computer and TechnologyNFLXNetflix$0$618 ▼-100.0%00.0%Consumer DiscretionaryNEMNewmont$0$613 ▼-100.0%00.0%Basic MaterialsTDGTransDigm Group$0$599 ▼-100.0%00.0%AerospaceNTRANatera$0$526 ▼-100.0%00.0%MedicalMELIMercadoLibre$0$490 ▼-100.0%00.0%Retail/WholesaleLTHLife Time Group$0$487 ▼-100.0%00.0%Consumer DiscretionaryMTBM&T Bank$0$483 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. 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