O'neil Global Advisors, Inc. Top Holdings and 13F Report (2024) About O'neil Global Advisors, Inc.Investment ActivityO'neil Global Advisors, Inc. has $391.65 thousand in total holdings as of September 30, 2024.O'neil Global Advisors, Inc. owns shares of 56 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 65.40% of the portfolio was purchased this quarter.About 23.18% of the portfolio was sold this quarter.This quarter, O'neil Global Advisors, Inc. has purchased 50 new stocks and bought additional shares in 13 stocks.O'neil Global Advisors, Inc. sold shares of 8 stocks and completely divested from 29 stocks this quarter.Largest Holdings Tesla $79,617NVIDIA $75,465Meta Platforms $66,865Palantir Technologies $19,298Affirm $15,528 Largest New Holdings this Quarter Palantir Technologies $19,298 HoldingAffirm $15,528 HoldingTrade Desk $12,161 HoldingTencent $11,486 HoldingBroadcom $5,960 Holding Largest Purchases this Quarter Tesla 200,866 shares (about $52.55K)Meta Platforms 70,553 shares (about $40.39K)NVIDIA 182,576 shares (about $22.17K)Palantir Technologies 518,769 shares (about $19.30K)Affirm 380,395 shares (about $15.53K) Largest Sales this Quarter Netflix 14,948 shares (about $10.59K)Advanced Micro Devices 52,217 shares (about $8.57K)ServiceNow 8,840 shares (about $7.91K)Eli Lilly and Company 3,356 shares (about $2.97K)Applovin Corp Cl A 21,610 shares (about $2.82K) 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$79,617$52,553 ▲194.2%304,31120.3%Auto/Tires/TrucksNVDANVIDIA$75,465$22,172 ▲41.6%621,42119.3%Computer and TechnologyMETAMeta Platforms$66,865$40,387 ▲152.5%116,80817.1%Computer and TechnologyPLTRPalantir Technologies$19,298$19,298 ▲New Holding518,7694.9%Business ServicesAFRMAffirm$15,528$15,528 ▲New Holding380,3954.0%Business ServicesTTDTrade Desk$12,161$12,161 ▲New Holding110,9043.1%Computer and TechnologyTCEHYTencent$11,486$11,486 ▲New Holding207,3302.9%Computer and TechnologyAAPLApple$8,584$5,846 ▲213.5%36,8402.2%Computer and TechnologyVRTVertiv$7,760$6,016 ▲345.1%77,9952.0%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$7,080$6,161 ▲670.7%40,7691.8%Computer and TechnologyONONON$6,298$6,036 ▲2,307.6%125,5801.6%Consumer DiscretionaryAVGOBroadcom$5,960$5,960 ▲New Holding34,5491.5%Computer and TechnologyFOURShift4 Payments$5,350$5,350 ▲New Holding60,3871.4%Business ServicesArm Holdings plc ADS$5,065$4,600 ▲989.7%35,4151.3%COMHOODRobinhood Markets$3,771$1,401 ▲59.1%161,0301.0%FinanceUBERUber Technologies$3,275$3,275 ▲New Holding43,5800.8%Computer and TechnologyLLYEli Lilly and Company$3,260$2,973 ▼-47.7%3,6800.8%MedicalPANWPalo Alto Networks$3,059$3,059 ▲New Holding8,9510.8%Computer and TechnologyNOWServiceNow$2,826$7,906 ▼-73.7%3,1600.7%Computer and TechnologyGSThe Goldman Sachs Group$2,639$2,639 ▲New Holding5,3300.7%FinanceFTAIFTAI Aviation$2,607$18 ▼-0.7%19,6140.7%AerospaceCRMSalesforce$2,554$2,554 ▲New Holding9,3300.7%Computer and TechnologySPOTSpotify Technology$2,497$2,497 ▲New Holding6,7750.6%Business ServicesFidelityWiseOrgnBtcnBnIt$2,408$1,271 ▲111.8%43,3700.6%COMCYBRCyberArk Software$2,245$313 ▲16.2%7,7000.6%Computer and TechnologyPYPLPayPal$2,170$2,170 ▲New Holding27,8160.6%Computer and TechnologyAMDAdvanced Micro Devices$2,051$8,568 ▼-80.7%12,5000.5%Computer and TechnologyBABAAlibaba Group$2,008$2,008 ▲New Holding18,9200.5%Retail/WholesaleBXBlackstone$1,972$1,972 ▲New Holding12,8800.5%FinanceHWMHowmet Aerospace$1,949$1,949 ▲New Holding19,4370.5%AerospaceFRPTFreshpet$1,893$1,893 ▲New Holding13,8400.5%Consumer StaplesTMDXTransMedics Group$1,697$26 ▲1.5%10,8120.4%MedicalMSFTMicrosoft$1,687$680 ▼-28.7%3,9200.4%Computer and TechnologySNSharkNinja$1,591$1,591 ▲New Holding14,6340.4%Consumer DiscretionaryAEMAgnico Eagle Mines$1,501$1,501 ▲New Holding18,6260.4%Basic MaterialsDHID.R. Horton$1,283$1,283 ▲New Holding6,7260.3%ConstructionCAVACAVA Group$1,262$406 ▼-24.3%10,1860.3%Retail/WholesaleAXONAxon Enterprise$1,206$1,206 ▲New Holding3,0190.3%Industrial ProductsTOLToll Brothers$1,063$1,063 ▲New Holding6,8830.3%ConstructionPGRProgressive$914$914 ▲New Holding3,6000.2%FinanceKKRKKR & Co. Inc.$888$888 ▲New Holding6,8000.2%FinanceMSMorgan Stanley$834$834 ▲New Holding8,0000.2%FinanceApplovin Corp Cl A$831$2,820 ▼-77.2%6,3690.2%COMPIImpinj$703$703 ▲New Holding3,2490.2%Computer and TechnologyNFLXNetflix$618$10,594 ▼-94.5%8720.2%Consumer DiscretionaryNEMNewmont$613$613 ▲New Holding11,4610.2%Basic MaterialsTDGTransDigm Group$599$599 ▲New Holding4200.2%AerospaceSESEA$582$582 ▲New Holding6,1760.1%Computer and TechnologyiShares Bitcoin Trust$556$556 ▲New Holding15,4000.1%COMSFMSprouts Farmers Market$554$554 ▲New Holding5,0160.1%Retail/WholesaleNTRANatera$526$526 ▲New Holding4,1410.1%MedicalVIRTVirtu Financial$519$519 ▲New Holding17,0300.1%FinanceMELIMercadoLibre$490$490 ▲New Holding2390.1%Retail/WholesaleLTHLife Time Group$487$487 ▲New Holding19,9370.1%MedicalMTBM&T Bank$483$483 ▲New Holding2,7120.1%FinanceJPMJPMorgan Chase & Co.$466$150 ▲47.3%2,2100.1%FinanceGOOGLAlphabet$0$10,947 ▼-100.0%00.0%Computer and TechnologyCRWDCrowdStrike$0$10,785 ▼-100.0%00.0%Computer and TechnologyNVONovo Nordisk A/S$0$6,634 ▼-100.0%00.0%MedicalAMZNAmazon.com$0$6,121 ▼-100.0%00.0%Retail/WholesaleGE Vernova Inc$0$5,572 ▼-100.0%00.0%COMVSTVistra$0$3,992 ▼-100.0%00.0%UtilitiesANFAbercrombie & Fitch$0$2,337 ▼-100.0%00.0%Retail/WholesaleHIMSHims & Hers Health$0$1,433 ▼-100.0%00.0%MedicalBPMCBlueprint Medicines$0$1,432 ▼-100.0%00.0%MedicalMNDYmonday.com$0$1,172 ▼-100.0%00.0%Computer and TechnologyTWSTTwist Bioscience$0$810 ▼-100.0%00.0%MedicalCAMTCamtek$0$627 ▼-100.0%00.0%Computer and TechnologyONTOOnto Innovation$0$530 ▼-100.0%00.0%Computer and TechnologyASPNAspen Aerogels$0$506 ▼-100.0%00.0%ConstructionNUNU$0$500 ▼-100.0%00.0%Business ServicesCelestica Inc$0$447 ▼-100.0%00.0%COMDDOGDatadog$0$272 ▼-100.0%00.0%Computer and TechnologyCCLCarnival Co. &$0$266 ▼-100.0%00.0%Consumer DiscretionaryHALOHalozyme Therapeutics$0$249 ▼-100.0%00.0%MedicalInformatica Inc Cl A$0$246 ▼-100.0%00.0%COMMEDPMedpace$0$235 ▼-100.0%00.0%MedicalCHKPCheck Point Software Technologies$0$232 ▼-100.0%00.0%Computer and TechnologyCRSCarpenter Technology$0$230 ▼-100.0%00.0%Basic MaterialsBAHBooz Allen Hamilton$0$229 ▼-100.0%00.0%Business ServicesVRNSVaronis Systems$0$229 ▼-100.0%00.0%Computer and TechnologyUHSUniversal Health Services$0$217 ▼-100.0%00.0%MedicalHLIHoulihan Lokey$0$204 ▼-100.0%00.0%FinanceViking Holdings Ltd$0$202 ▼-100.0%00.0%COMELANElanco Animal Health$0$163 ▼-100.0%00.0%MedicalShowing 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. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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