O'Neil Global Advisors, Inc. — 13F holdings

O'Neil Global Advisors, Inc. reported 62 holdings worth $447M in its 13F filing for Q2 2026, filed August 10, 2026.

Largest positions

1. LLY ELI LILLY & CO — $95.6M (21.4%)
2. GOOGL ALPHABET INC — $68.0M (15.2%)
3. TSLA TESLA INC — $34.5M (7.7%)
4. FTAI FTAI AVIATION LTD — $18.9M (4.2%)
5. CRWD CROWDSTRIKE HLDGS INC — $18.5M (4.1%)
6. IRM IRON MTN INC DEL — $14.3M (3.2%)
7. SNOW SNOWFLAKE INC — $13.2M (2.9%)
8. AMZN AMAZON COM INC — $12.2M (2.7%)
9. INTC INTEL CORP — $11.2M (2.5%)
10. MXL MAXLINEAR INC — $10.2M (2.3%)