Filed: 8/10/2026ACC: 0001861159-26-000005
📋 What this filing means
O'NEIL GLOBAL ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 62 equity positions with a total reported market value of $447.11M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
62
Positions
$447.11M
Total AUM (reported)
2.45M
Total Shares
Allocation by class
COM$447.11M100.0%
Portfolio Concentration
Top 3$198.10M44.3%
4–10$98.49M22.0%
11–25$97.26M21.8%
Rest$53.27M11.9%
Top 3 weight
44.3%
Top 10 weight
66.3%
Voting Authority Distribution
Total shares with voting rights: 2.45M
Sole
Full voting authority
2.45M
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)
Sole62
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings62
Rows:
Eli Lilly & Co
SOLEShares79.68K
TypeSH
Market value$95.57M
21.37%
Sole
79.68K
Shared
0.00
None
0.00
Alphabet Inc Cl A
SOLEShares190.26K
TypeSH
Market value$67.99M
15.21%
Sole
190.26K
Shared
0.00
None
0.00
Tesla Inc
SOLEShares82.12K
TypeSH
Market value$34.54M
7.72%
Sole
82.12K
Shared
0.00
None
0.00
FTAI Aviation Ltd
SOLEShares69.99K
TypeSH
Market value$18.93M
4.23%
Sole
69.99K
Shared
0.00
None
0.00
Crowdstrike Holdings A
SOLEShares24.21K
TypeSH
Market value$18.48M
4.13%
Sole
24.21K
Shared
0.00
None
0.00
Iron Mountain Inc
SOLEShares113.16K
TypeSH
Market value$14.29M
3.20%
Sole
113.16K
Shared
0.00
None
0.00
Snowflake Inc Cl A
SOLEShares51.78K
TypeSH
Market value$13.18M
2.95%
Sole
51.78K
Shared
0.00
None
0.00
Amazon.com Inc
SOLEShares51.17K
TypeSH
Market value$12.20M
2.73%
Sole
51.17K
Shared
0.00
None
0.00
Intel Corp
SOLEShares80.19K
TypeSH
Market value$11.20M
2.50%
Sole
80.19K
Shared
0.00
None
0.00
Maxlinear Inc
SOLEShares79.73K
TypeSH
Market value$10.21M
2.28%
Sole
79.73K
Shared
0.00
None
0.00
Alignment Healthcare Inc
SOLEShares372.71K
TypeSH
Market value$8.87M
1.98%
Sole
372.71K
Shared
0.00
None
0.00
Invesco Qqq Trust Sr 1
SOLEShares11.80K
TypeSH
Market value$8.69M
1.94%
Sole
11.80K
Shared
0.00
None
0.00
Incyte Corporation
SOLEShares75.95K
TypeSH
Market value$8.61M
1.93%
Sole
75.95K
Shared
0.00
None
0.00
Goldman Sachs Group Inc
SOLEShares8.51K
TypeSH
Market value$8.60M
1.92%
Sole
8.51K
Shared
0.00
None
0.00
Corcept Therapeutics Inc
SOLEShares98.33K
TypeSH
Market value$8.55M
1.91%
Sole
98.33K
Shared
0.00
None
0.00
Flywire Corp
SOLEShares401.69K
TypeSH
Market value$7.06M
1.58%
Sole
401.69K
Shared
0.00
None
0.00
Bloom Energy Corp Cl A
SOLEShares23.09K
TypeSH
Market value$6.99M
1.56%
Sole
23.09K
Shared
0.00
None
0.00
Ralph Lauren Corp Cl A
SOLEShares15.60K
TypeSH
Market value$6.26M
1.40%
Sole
15.60K
Shared
0.00
None
0.00
Nvidia Corp
SOLEShares28.27K
TypeSH
Market value$5.66M
1.27%
Sole
28.27K
Shared
0.00
None
0.00
Proshrs UltraPro Sh Qqq
SOLEShares138.23K
TypeSH
Market value$5.02M
1.12%
Sole
138.23K
Shared
0.00
None
0.00
GE Vernova Inc
SOLEShares4.21K
TypeSH
Market value$4.95M
1.11%
Sole
4.21K
Shared
0.00
None
0.00
Block Inc Cl A
SOLEShares64.79K
TypeSH
Market value$4.92M
1.10%
Sole
64.79K
Shared
0.00
None
0.00
GE Aerospace
SOLEShares12.71K
TypeSH
Market value$4.75M
1.06%
Sole
12.71K
Shared
0.00
None
0.00
Macom Tech Solution Hldg
SOLEShares11.69K
TypeSH
Market value$4.45M
0.99%
Sole
11.69K
Shared
0.00
None
0.00
Lam Research Corp
SOLEShares8.93K
TypeSH
Market value$3.87M
0.87%
Sole
8.93K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Eli Lilly & CoSOLE | COM | 79.68K | SH | $95.57M 21.37% | 79.68K | 0.00 | 0.00 |
Alphabet Inc Cl ASOLE | COM | 190.26K | SH | $67.99M 15.21% | 190.26K | 0.00 | 0.00 |
Tesla IncSOLE | COM | 82.12K | SH | $34.54M 7.72% | 82.12K | 0.00 | 0.00 |
FTAI Aviation LtdSOLE | COM | 69.99K | SH | $18.93M 4.23% | 69.99K | 0.00 | 0.00 |
Crowdstrike Holdings ASOLE | COM | 24.21K | SH | $18.48M 4.13% | 24.21K | 0.00 | 0.00 |
Iron Mountain IncSOLE | COM | 113.16K | SH | $14.29M 3.20% | 113.16K | 0.00 | 0.00 |
Snowflake Inc Cl ASOLE | COM | 51.78K | SH | $13.18M 2.95% | 51.78K | 0.00 | 0.00 |
Amazon.com IncSOLE | COM | 51.17K | SH | $12.20M 2.73% | 51.17K | 0.00 | 0.00 |
Intel CorpSOLE | COM | 80.19K | SH | $11.20M 2.50% | 80.19K | 0.00 | 0.00 |
Maxlinear IncSOLE | COM | 79.73K | SH | $10.21M 2.28% | 79.73K | 0.00 | 0.00 |
Alignment Healthcare IncSOLE | COM | 372.71K | SH | $8.87M 1.98% | 372.71K | 0.00 | 0.00 |
Invesco Qqq Trust Sr 1SOLE | COM | 11.80K | SH | $8.69M 1.94% | 11.80K | 0.00 | 0.00 |
Incyte CorporationSOLE | COM | 75.95K | SH | $8.61M 1.93% | 75.95K | 0.00 | 0.00 |
Goldman Sachs Group IncSOLE | COM | 8.51K | SH | $8.60M 1.92% | 8.51K | 0.00 | 0.00 |
Corcept Therapeutics IncSOLE | COM | 98.33K | SH | $8.55M 1.91% | 98.33K | 0.00 | 0.00 |
Flywire CorpSOLE | COM | 401.69K | SH | $7.06M 1.58% | 401.69K | 0.00 | 0.00 |
Bloom Energy Corp Cl ASOLE | COM | 23.09K | SH | $6.99M 1.56% | 23.09K | 0.00 | 0.00 |
Ralph Lauren Corp Cl ASOLE | COM | 15.60K | SH | $6.26M 1.40% | 15.60K | 0.00 | 0.00 |
Nvidia CorpSOLE | COM | 28.27K | SH | $5.66M 1.27% | 28.27K | 0.00 | 0.00 |
Proshrs UltraPro Sh QqqSOLE | COM | 138.23K | SH | $5.02M 1.12% | 138.23K | 0.00 | 0.00 |
GE Vernova IncSOLE | COM | 4.21K | SH | $4.95M 1.11% | 4.21K | 0.00 | 0.00 |
Block Inc Cl ASOLE | COM | 64.79K | SH | $4.92M 1.10% | 64.79K | 0.00 | 0.00 |
GE AerospaceSOLE | COM | 12.71K | SH | $4.75M 1.06% | 12.71K | 0.00 | 0.00 |
Macom Tech Solution HldgSOLE | COM | 11.69K | SH | $4.45M 0.99% | 11.69K | 0.00 | 0.00 |
Lam Research CorpSOLE | COM | 8.93K | SH | $3.87M 0.87% | 8.93K | 0.00 | 0.00 |
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