MondegarAI
O'Neil Global Advisors, Inc.

Q4 2024 · 13F-HR

O'Neil Global Advisors, Inc.holdings as filed

Filed 2025-02-03 · accession 0001861159-25-000001

$342,364
Reported value
37
Positions
2024-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
88160R101TSLATesla Inc$76,31022.3%188,961CommonSOLE
67066G104NVDANvidia Corp$72,01121.0%536,238CommonSOLE
30303M102METAMeta Platforms Inc Cl A$45,02213.2%76,894CommonSOLE
11135F101AVGOBroadcom Inc$40,32811.8%173,947CommonSOLE
69608A108PLTRPalantir TechnologiesClA$37,90811.1%501,227CommonSOLE
02079K305GOOGLAlphabet Inc Cl A$16,2164.74%85,663CommonSOLE
023135106AMZNAmazon.com Inc$5,9701.74%27,210CommonSOLE
03831W108APPApplovin Corp Cl A$5,3201.55%16,428CommonSOLE
G25457105CRDOCredo Tech Grp Hldng$4,7031.37%69,976CommonSOLE
38141G104GSGoldman Sachs Group Inc$3,4411.01%6,010CommonSOLE
92537N108VRTVertiv Holdings Llc$3,0260.88%26,631CommonSOLE
81762P102NOWServicenow Inc$2,8730.84%2,710CommonSOLE
13321L108CCJCameco Corp$2,2230.65%43,260CommonSOLE
443201108HWMHowmet Aerospace Inc$2,1360.62%19,527CommonSOLE
36828A101GEVGE Vernova Inc$2,0640.60%6,276CommonSOLE
82509L107SHOPShopify Inc Cl A$2,0180.59%18,980CommonSOLE
46438F101IBITiShares Bitcoin Trust$1,8200.53%34,300CommonSOLE
218352102CORTCorcept Therapeutics Inc$1,7010.50%33,763CommonSOLE
04016X101ARGXArgenx SE Ads$1,6110.47%2,620CommonSOLE
315948109FBTCFidelityWiseOrgnBtcnBnIt$1,5990.47%19,600CommonSOLE
358039105FRPTFreshpet Inc$1,4860.43%10,033CommonSOLE
V5633W109MMYTMakemytrip Ltd$1,3990.41%12,464CommonSOLE
109641100EATBrinker International$1,3080.38%9,889CommonSOLE
85208M102SFMSprouts Farmers Market$1,2170.36%9,579CommonSOLE
771049103RBLXRoblox Corporation Cl A$1,1200.33%19,362CommonSOLE
928254101VIRTVirtu Financial Inc Cl A$1,0470.31%29,343CommonSOLE
19260Q107COINCoinbase Global Inc Cl A$8690.25%3,500CommonSOLE
92826C839VVisa Inc Cl A$7920.23%2,506CommonSOLE
92337F107VCYTVeracyte Inc$7510.22%18,955CommonSOLE
04965M106ATATAtour Lifestyle Ads Cl A$7170.21%26,662CommonSOLE
00827B106AFRMAffirm Holdings Inc Cl A$6820.20%11,193CommonSOLE
037833100AAPLApple Inc$5480.16%2,190CommonSOLE
46625H100JPMJ P Morgan Chase & Co$5310.16%2,216CommonSOLE
98954M200ZZillow Group Inc Cl C$5070.15%6,844CommonSOLE
81141R100SESea Limited Ads Cl A$4190.12%3,950CommonSOLE
617446448MSMorgan Stanley$3570.10%2,842CommonSOLE
G3730V105FTAIFTAI Aviation Ltd$3140.09%2,180CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.