O'Neil Global Advisors, Inc.
CIK 0001861159 · LOS ANGELES, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$447.1M
2026 Q2
Positions
62
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
66.3%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
LLY
Eli Lilly & Co
21.4%
GOOGL
Alphabet Inc Cl A
15.2%
TSLA
Tesla Inc
7.7%
FTAI
FTAI Aviation Ltd
4.2%
CRWD
Crowdstrike Holdings A
4.1%
IRM
Iron Mountain Inc
3.2%
SNOW
Snowflake Inc Cl A
2.9%
AMZN
Amazon.com Inc
2.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.