§ 13F · FUND PROFILE
O'Neil Global Advisors, Inc..
AUM · $447M (13F)Positions · 62Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$429M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | 80K | $96M | 21.4% | NEW |
| 2 | GOOGL | Alphabet Inc Cl A | 190K | $68M | 15.2% | NEW |
| 3 | TSLA | Tesla Inc | 82K | $35M | 7.7% | NEW |
| 4 | FTAI | FTAI Aviation Ltd | 70K | $19M | 4.2% | NEW |
| 5 | CRWD | Crowdstrike Holdings A | 24K | $18M | 4.1% | NEW |
| 6 | IRM | Iron Mountain Inc | 113K | $14M | 3.2% | NEW |
| 7 | SNOW | Snowflake Inc Cl A | 52K | $13M | 2.9% | NEW |
| 8 | AMZN | Amazon.com Inc | 51K | $12M | 2.7% | NEW |
| 9 | INTC | Intel Corp | 80K | $11M | 2.5% | NEW |
| 10 | MXL | Maxlinear Inc | 80K | $10M | 2.3% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE O'NEIL SIGNAL
AC read
O'Neil Global Advisors, Inc. is a Other fund managing $447 million in assets. The fund runs a portfolio of 62 positions.
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