O'Neil Global Advisors, Inc.
CIK 1861159
13F filing for Q2 2026・No. 4,193
- Holdings
- US$447.11M
- Quarter change
- +US$432.67M
- Entries
- 62
- Net bought (estimate)
- +US$429.73M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 57
- Sold out 7
- Cut 1
- Added 4
- Corporate actions 0
- Unchanged 0
Largest holdings
62 stocks worth US$447.11M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| LLYEli Lilly & CoCOM | New | 79,678 | US$95.57M | 21.37% |
| GOOGLAlphabetCOM | New | 190,258 | US$67.99M | 15.21% |
| TSLATeslaCOM | New | 82,118 | US$34.54M | 7.72% |
| FTAIFTAI Aviation LtdCOM | New | 69,991 | US$18.93M | 4.23% |
| CRWDCrowdstrike Holdings ACOM | New | 24,215 | US$18.48M | 4.13% |
| IRMIron Mountain IncCOM | New | 113,164 | US$14.29M | 3.20% |
| SNOWSnowflake Inc Cl ACOM | New | 51,779 | US$13.18M | 2.95% |
| AMZNAmazonCOM | New | 51,168 | US$12.2M | 2.73% |
| INTCIntel CorpCOM | New | 80,191 | US$11.2M | 2.50% |
| MXLMaxlinear IncCOM | New | 79,729 | US$10.21M | 2.28% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 10, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.