O'Neil Global Advisors, Inc.

CIK 0001861159 · LOS ANGELES, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source

O'Neil Global Advisors, Inc. reported 62 positions worth $447.1M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: LLY (21.4%).

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
10 / 62 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1LLYEli Lilly & CoSH$95.6M21.37%79,678
2GOOGLAlphabet Inc Cl ASH$68.0M15.21%190,258
3TSLATesla IncSH$34.5M7.72%82,118
4FTAIFTAI Aviation LtdSH$18.9M4.23%69,991
5CRWDCrowdstrike Holdings ASH$18.5M4.13%24,215
6IRMIron Mountain IncSH$14.3M3.20%113,164
7SNOWSnowflake Inc Cl ASH$13.2M2.95%51,779
8AMZNAmazon.com IncSH$12.2M2.73%51,168
9INTCIntel CorpSH$11.2M2.50%80,191
10MXLMaxlinear IncSH$10.2M2.28%79,729

The free plan shows the top 10 positions. The remaining 52 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does O'Neil Global Advisors, Inc. hold as of Q2 2026?

O'Neil Global Advisors, Inc. reported 62 positions worth $447.1M in its Q2 2026 13F filing. Largest positions: LLY (21.4%), GOOGL (15.2%), TSLA (7.7%), FTAI (4.2%) and CRWD (4.1%).

What did O'Neil Global Advisors, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did O'Neil Global Advisors, Inc. sell in Q2 2026?

No previous quarter is available yet.

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.