SEC 13F Intelligence

Managers / Q3 2025 · view latest →

O'Neil Global Advisors, Inc.

CIK 0001861159 · 12655 BEATRICE STREET, LOS ANGELES, CA, 90066 · 310 448-6731

Reported Value
$543M
Q3 2025
Positions
60
Filings on Record
22
2021–present window
Filed
Nov 10, 2025
original filing

Summary

O'neil Global Advisors, Inc. reported $543M in U.S.-listed holdings across 60 positions for Q3 2025.

Its largest position, TSLA, represents 18.4% of the portfolio.

Compared with Q2 2025, the fund opened 33 new positions and exited 30.

Portfolio Metrics

Turnover
+43.8%
vs prior filed quarter
Top-10 Concentration
+78.1%
share of reported value
Largest Position
+18.4%
Tesla
New / Exited
33 / 30
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q1 ’21: $104MQ1 ’21Q2 ’21: $320MQ3 ’21: $130MQ4 ’21: $61MQ4 ’21Q1 ’22: $194MQ3 ’22: $25MQ4 ’22: $22MQ4 ’22Q1 ’23: $194MQ2 ’23: $501MQ3 ’23: $110MQ3 ’23Q4 ’23: $172MQ1 ’24: $81MQ2 ’24: $213MQ2 ’24Q3 ’24: $392MQ4 ’24: $342MQ1 ’25: $53MQ1 ’25Q2 ’25: $435MQ3 ’25: $543MQ4 ’25: $291MQ4 ’25Q1 ’26: $14Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 88.4%ETP: 10.7%ADR: 0.9%
  • Common Stock · 88.4% · $480M
  • ETP · 10.7% · $58M
  • ADR · 0.9% · $5M

Quarter-over-Quarter Changes full breakdown →

vs Q2 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
DHID.R. Horton IncNEW+188.9K188.9K+$32M$32M
ETHAiShares Ethereum TrustNEW+873.8K873.8K+$28M$28M
VSTVistra CorpNEW+83.5K83.5K+$16M$16M
ANETArista Networks IncNEW+90.7K90.7K+$13M$13M
CRSPCrispr Therapeutics AGNEW+168.7K168.7K+$11M$11M
GSGoldman Sachs Group IncNEW+4.5K4.5K+$4M$4M
APPApplovin Corp Cl ANEW+4.9K4.9K+$4M$4M
BABAAlibaba Group Hldg AdsNEW+17.5K17.5K+$3M$3M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q3 2025

60 positions
#IssuerClass% PortfolioValueShares
1TSLATesla Inchistory →COM18.41%$100M224.7K
2NVDANvidia Corphistory →COM12.15%$66M353.6K
3PLTRPalantir TechnologiesClAhistory →COM9.63%$52M286.7K
4HOODRobinhood Markets Cl Ahistory →COM7.81%$42M296.1K
5CRWDCrowdstrike Holdings Ahistory →COM6.00%$33M66.5K
6DHID.R. Horton Inchistory →COM5.89%$32M188.9K
7GEVGE Vernova Inchistory →COM5.28%$29M46.6K
8ETHAiShares Ethereum Trusthistory →COM5.07%$28M873.8K
9IBITiShares Bitcoin Trusthistory →COM4.86%$26M406.4K
10VSTVistra Corphistory →COM3.01%$16M83.5K
11MSFTMicrosoft Corphistory →COM2.77%$15M29.1K
12ANETArista Networks Inchistory →COM2.43%$13M90.7K
13CRSPCrispr Therapeutics AGhistory →COM2.01%$11M168.7K
14GOOGLAlphabet Inc Cl Ahistory →COM1.32%$7M29.4K
15SHOPShopify Inc Cl Ahistory →COM1.17%$6M42.7K
16AVGOBroadcom Inchistory →COM1.05%$6M17.2K
17GSGoldman Sachs Group IncCOM0.66%$4M4.5K
18APPApplovin Corp Cl ACOM0.65%$4M4.9K
19METAMeta Platforms Inc Cl ACOM0.61%$3M4.5K
20FBTCFidelityWiseOrgnBtcnBnItCOM0.60%$3M32.8K
21BABAAlibaba Group Hldg AdsCOM0.58%$3M17.5K
22CCJCameco CorpCOM0.54%$3M35.0K
23AVAVAerovironment IncCOM0.51%$3M8.8K
24CEGConstellation Energy CrpCOM0.47%$3M7.7K
25SNOWSnowflake Inc Cl ACOM0.41%$2M9.9K
26FIVEFive Below IncCOM0.39%$2M13.8K
27JPMJ P Morgan Chase & CoCOM0.32%$2M5.6K
28PRIMPrimoris Services CorpCOM0.32%$2M12.5K
29DYDycom Inds IncCOM0.30%$2M5.5K
30CIENCiena CorporationCOM0.28%$2M10.6K
31TDToronto Dominion BankCOM0.28%$1M18.7K
32CVNACarvana Co Cl ACOM0.25%$1M3.5K
33AMZNAmazon.com IncCOM0.24%$1M6.0K
34EVREvercore IncCOM0.22%$1M3.6K
35SESea Limited Ads Cl ACOM0.20%$1M6.1K
36APHAmphenol Corp Cl ACOM0.18%$981,0007.9K
37QQQInvesco Qqq Trust Sr 1COM0.18%$952,0001.6K
38STXSeagate Technology HldgsCOM0.17%$945,0004.0K
39FIXComfort Systems U S ACOM0.16%$869,0001.1K
40TLNTalen Energy CorpCOM0.16%$858,0002.0K
41UIUbiquiti IncCOM0.16%$850,0001.3K
42RBLXRoblox Corporation Cl ACOM0.15%$838,0006.1K
43ROKURoku Inc Cl ACOM0.15%$818,0008.2K
44PPure Storage Inc Cl ACOM0.15%$817,0009.7K
45LRCXLam Research CorpCOM0.15%$817,0006.1K
46SITMSitime CorporationCOM0.15%$815,0002.7K
47TTMIT T M Technologies IncCOM0.15%$810,00014.1K
48UBERUber Technologies IncCOM0.15%$803,0008.2K
49VRNSVaronis Systems IncCOM0.14%$769,00013.4K
50FTAIFTAI Aviation LtdCOM0.14%$738,0004.4K
51WFCWells Fargo & CompanyCOM0.13%$695,0008.3K
52CLSCelestica IncCOM0.13%$688,0002.8K
53LIFLife360 IncCOM0.11%$617,0005.8K
54MUMicron Technology IncCOM0.10%$560,0003.3K
55LITELumentum Holdings IncCOM0.10%$538,0003.3K
56IRTCIrhythm Technologies IncCOM0.09%$467,0002.7K
57CRDOCredo Tech Grp HldngCOM0.08%$440,0003.0K
58BCSBarclays Plc AdrCOM0.08%$437,00021.1K
59ONCBeOne Medicines Ltd AdsCOM0.08%$418,0001.2K
60BAPCredicorp LtdCOM0.08%$408,0001.5K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$14M12May 11, 202613F-HRchanges · EDGAR ↗
Q4 2025$291M45Feb 10, 202613F-HRchanges · EDGAR ↗
Q3 2025$543M60Nov 10, 202513F-HRchanges · EDGAR ↗
Q2 2025$435M57Aug 11, 202513F-HRchanges · EDGAR ↗
Q1 2025$53M19May 12, 202513F-HRchanges · EDGAR ↗
Q4 2024$342M37Feb 3, 202513F-HRchanges · EDGAR ↗
Q3 2024$392M56Nov 12, 202413F-HRchanges · EDGAR ↗
Q2 2024$213M50Aug 8, 202413F-HRchanges · EDGAR ↗
Q1 2024$81M36May 10, 202413F-HRchanges · EDGAR ↗
Q4 2023$172M51Feb 9, 202413F-HRchanges · EDGAR ↗
Q3 2023$110M52Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023REVEALED$501M106Aug 11, 202313F-HRchanges · EDGAR ↗
Q1 2023$194M64Apr 14, 202313F-HRchanges · EDGAR ↗
Q4 2022$22M34Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$25M37Nov 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$194M62May 12, 202213F-HRchanges · EDGAR ↗
Q4 2021$61M52Feb 11, 202213F-HRchanges · EDGAR ↗
Q3 2021$130M75Nov 2, 202113F-HRchanges · EDGAR ↗
Q2 2021$320M91Jul 12, 202113F-HRchanges · EDGAR ↗
Q1 2021$104M61May 14, 202113F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.