O'Neil Global Advisors, Inc. Portfolio Holdings

O'Neil Global Advisors, Inc.

  • $342 Million
  • Q4 2024

O'Neil Global Advisors, Inc. has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $342 Million distributed in 37 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Tesla, Inc. with a value of $76.3M, Nvidia Corp with a value of $72M, Meta Platforms, Inc. with a value of $45M, Broadcom Inc. with a value of $40.3M, and Palantir Technologies Inc. with a value of $37.9M.

Examining the 13F form we can see an decrease of $49.3M in the current position value, from $392M to 342M.

O'Neil Global Advisors, Inc. is based out at Los Angeles, CA

Below you can find more details about O'Neil Global Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $342 Million
Technology: $167 Million
Consumer Cyclical: $85.4 Million
Communication Services: $62.9 Million
Financial Services: $6.17 Million
Industrials: $5.16 Million
Healthcare: $4.06 Million
Consumer Defensive: $2.7 Million
Energy: $2.22 Million
Other: $0

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.24T
$76.3 Million 22.29% of portfolio
188,961
Q4 2024 Reduced 37.91%
$296B
$72 Million 21.03% of portfolio
536,238
Q4 2024 Reduced 13.71%
$1.58T
$45 Million 13.15% of portfolio
76,894
Q4 2024 Reduced 34.17%
$204B
$37.9 Million 11.07% of portfolio
501,227
Q4 2024 Reduced 3.38%
$1.23T
$16.2 Million 4.74% of portfolio
85,663
Q4 2024 New
$2.47T
$5.97 Million 1.74% of portfolio
27,210
Q4 2024 New
$216B
$3.44 Million 1.01% of portfolio
6,010
Q4 2024 Added 12.76%
$204B
$2.87 Million 0.84% of portfolio
2,710
Q4 2024 Reduced 14.24%
$564B
$792,000 0.23% of portfolio
2,506
Q4 2024 New
$786B
$531,000 0.16% of portfolio
2,216
Q4 2024 Added 0.27%
$3.74T
$548,000 0.16% of portfolio
2,190
Q4 2024 Reduced 94.06%
$232B
$357,000 0.1% of portfolio
2,842
Q4 2024 Reduced 64.48%

Summary

  • Portfolio
  • No. of Stocks 37
  • Current Value $342 Million
  • Prior Value $392 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 16 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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