account_balance
Investment manager · 13F filer · SEC CIK 1861159
O'Neil Global Advisors, Inc.
Reported value$261Mas of Sep 30, 2026
Positions45 29 new, 46 sold out
Top 10 weight65.1%AMD alone is 9%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AMDAdvanced Micro Devices Inc
9.3%New
MUMicron Technology Inc
9.2%Added +784%
AVTAvnet Inc
7.7%New
BEBloom Energy Corp
7.6%Added +209%
LLYELI Lilly & Co
6.3%Trimmed −82%
PLTRPalantir Technologies Inc.
5.9%New
INCYIncyte Corp
5.2%Added +46%
NVDANVIDIA Corp
5.1%Added +105%
MRVLMarvell Technology, Inc.
4.5%Added +1194%
INTCIntel Corp
4.2%Added +14%
MSFTMicrosoft Corp
3.2%New
QQQInvesco Qqq Trust Sr 1
3.2%Trimmed −5%
AMDAdvanced Micro Devices Inc
9.3%New
MUMicron Technology Inc
9.2%Added +784%
AVTAvnet Inc
7.7%New
BEBloom Energy Corp
7.6%Added +209%
LLYELI Lilly & Co
6.3%Trimmed −82%
PLTRPalantir Technologies Inc.
5.9%
INCYIncyte Corp
5.2%
NVDANVIDIA Corp
5.1%
MRVLMarvell Technology, Inc.
4.5%
INTC4.2%MSFTQQQ
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AMD Advanced Micro Devices Inc 9.3% NewMU Micron Technology Inc 9.2% Added +784%AVT Avnet Inc 7.7% NewBE Bloom Energy Corp 7.6% Added +209%LLY ELI Lilly & Co 6.3% Trimmed −82%PLTR Palantir Technologies Inc. 5.9% NewINCY Incyte Corp 5.2% Added +46%NVDA NVIDIA Corp 5.1% Added +105%MRVL Marvell Technology, Inc. 4.5% Added +1194%INTC Intel Corp 4.2% Added +14%MSFT Microsoft Corp 3.2% New
QQQ Invesco Qqq Trust Sr 1 3.2% Trimmed −5%
What changed
Biggest moves since Jun 30, 2026
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