O'NEIL GLOBAL ADVISORS, INC.

PrivateCIK: 1861159
Location

LOS ANGELES, CA

πŸ“‹ What this filing means

O'NEIL GLOBAL ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 19 equity positions with a total reported market value of $52.9K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

19
Positions
$52.9K
Total AUM (reported)
566.58K
Total Shares

Allocation by class

TOTAL AUM$52.9K19 positions
COM$52.9K100.0%

Portfolio Concentration

Top 354.0%4–1036.2%11–259.8%TOP 1090.2%0%100%
Top 3$28.5K54.0%
4–10$19.1K36.2%
11–25$5.2K9.8%

Top 3 weight

54.0%

Top 10 weight

90.2%

Voting Authority Distribution

Total shares with voting rights: 566.58K

Sole

Full voting authority

566.58K

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole19
Shared0
Other0
Dominant voting typeSole Β· 100.0% of voting shares
Institutional Holdings19
Rows:

Tesla Inc

SOLE
COM
Shares56.56K
TypeSH
Market value$14.7K
27.73%
Sole
56.56K
Shared
0.00
None
0.00

iShares Bitcoin Trust

SOLE
COM
Shares148.88K
TypeSH
Market value$7.0K
13.18%
Sole
148.88K
Shared
0.00
None
0.00

Meta Platforms Inc Cl A

SOLE
COM
Shares12.01K
TypeSH
Market value$6.9K
13.09%
Sole
12.01K
Shared
0.00
None
0.00

Crowdstrike Holdings A

SOLE
COM
Shares11.18K
TypeSH
Market value$3.9K
7.45%
Sole
11.18K
Shared
0.00
None
0.00

Sea Limited Ads Cl A

SOLE
COM
Shares27.32K
TypeSH
Market value$3.6K
6.74%
Sole
27.32K
Shared
0.00
None
0.00

Alibaba Group Hldg Ads

SOLE
COM
Shares25.59K
TypeSH
Market value$3.4K
6.40%
Sole
25.59K
Shared
0.00
None
0.00

Atour Lifestyle Ads Cl A

SOLE
COM
Shares96.44K
TypeSH
Market value$2.7K
5.17%
Sole
96.44K
Shared
0.00
None
0.00

Palantir TechnologiesClA

SOLE
COM
Shares29.36K
TypeSH
Market value$2.5K
4.69%
Sole
29.36K
Shared
0.00
None
0.00

Rubrik Inc Cl A

SOLE
COM
Shares33.18K
TypeSH
Market value$2.0K
3.83%
Sole
33.18K
Shared
0.00
None
0.00

Nutanix Inc Class A

SOLE
COM
Shares14.39K
TypeSH
Market value$1.0K
1.90%
Sole
14.39K
Shared
0.00
None
0.00

Netflix Inc

SOLE
COM
Shares998.00
TypeSH
Market value$931.00
1.76%
Sole
998.00
Shared
0.00
None
0.00

FidelityWiseOrgnBtcnBnIt

SOLE
COM
Shares12.50K
TypeSH
Market value$900.00
1.70%
Sole
12.50K
Shared
0.00
None
0.00

Full Truck Alliance Cl A

SOLE
COM
Shares61.04K
TypeSH
Market value$779.00
1.47%
Sole
61.04K
Shared
0.00
None
0.00

Visa Inc Cl A

SOLE
COM
Shares2.02K
TypeSH
Market value$707.00
1.34%
Sole
2.02K
Shared
0.00
None
0.00

M P Materials Corp

SOLE
COM
Shares25.18K
TypeSH
Market value$615.00
1.16%
Sole
25.18K
Shared
0.00
None
0.00

Bristol Myers Squibb Co

SOLE
COM
Shares6.63K
TypeSH
Market value$405.00
0.77%
Sole
6.63K
Shared
0.00
None
0.00

Goldman Sachs Group Inc

SOLE
COM
Shares712.00
TypeSH
Market value$389.00
0.74%
Sole
712.00
Shared
0.00
None
0.00

Eli Lilly & Co

SOLE
COM
Shares300.00
TypeSH
Market value$248.00
0.47%
Sole
300.00
Shared
0.00
None
0.00

Fortinet Inc

SOLE
COM
Shares2.30K
TypeSH
Market value$221.00
0.42%
Sole
2.30K
Shared
0.00
None
0.00
O'NEIL GLOBAL ADVISORS, INC. 13F Holdings β€” 19 Positions | Finecho