O'Neil Global Advisors, Inc.

LOS ANGELES, CA · CIK 1861159 · 13F filing filed 2026-08-10

SEC-registered investment adviser since 2020 · corporation

Assets managed$401.9m
Staff40 · 8 in investment roles
Main clients (by assets)Companies 80%, Private funds 10%, Charities 9%
Private funds2 (2 hedge) · $41.6m gross assets
Websiteoneilglobaladvisors.com
Form ADV · 2026-05-04SEC adviser record

Legal entityO'NEIL GLOBAL ADVISORS, INC. (US)
Part of O'NEIL CAPITAL MANAGEMENT INC. (US)

Kindhedge funds, institutions
Others nearbyLos Angeles, CA, New York, NY

As an employer

Offices in1 country
Private fundshedge 2

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Los Angeles, CA (main office)United States	United States	about 8
New York, NYUnited States	United States

US visa salary filings

Filings FY20241
Median salary offered$175,000
Middle half$175,000 – $175,000
Job titles1

Job title	Filings	Median	Range
Technical ArchitectLos Angeles, CA	1	$175,000

Source: US Department of Labor, Labor Condition Application disclosure data (certified, full-time, yearly equivalent). These are the salaries the employer committed to pay the visa roles it filed for, at least the prevailing wage for the job and place; they are not the pay of all its staff. Filed by: O'Neil Global Advisors, Inc..

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$447.1m reported value +2997.8% vs Q1 2026

62positions

66.3%in top 10

57 new 4 added 1 reduced 7 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ELI LILLY & CO COM LLY	LLY	79,678	$95.6m21.37%	21.37%	New
2	ALPHABET INC CAP STK CL A GOOGL	GOOGL	190,258	$68.0m15.21%	15.21%	New
3	TESLA INC COM TSLA	TSLA	82,118	$34.5m7.72%	7.72%	New
4	FTAI AVIATION LTD SHS FTAI	FTAI	69,991	$18.9m4.23%	4.23%	New
5	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	24,215	$18.5m4.13%	4.13%	New
6	IRON MTN INC DEL COM IRM	IRM	113,164	$14.3m3.20%	3.20%	New
7	SNOWFLAKE INC CL A SNOW	SNOW	51,779	$13.2m2.95%	2.95%	New
8	AMAZON COM INC COM AMZN	AMZN	51,168	$12.2m2.73%	2.73%	New
9	INTEL CORP COM INTC	INTC	80,191	$11.2m2.50%	2.50%	New
10	MAXLINEAR INC COM MXL	MXL	79,729	$10.2m2.28%	2.28%	New
11	ALIGNMENT HEALTHCARE INC COM ALHC	ALHC	372,715	$8.9m1.98%	1.98%	New
12	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	11,803	$8.7m1.94%	1.94%	Added +10.0k	+9,972 544.6%
13	INCYTE CORP COM INCY	INCY	75,950	$8.6m1.93%	1.93%	New
14	GOLDMAN SACHS GROUP INC COM GS	GS	8,508	$8.6m1.92%	1.92%	New
15	CORCEPT THERAPEUTICS INC COM CORT	CORT	98,334	$8.6m1.91%	1.91%	New
16	FLYWIRE CORPORATION COM VTG FLYW	FLYW	401,686	$7.1m1.58%	1.58%	New
17	BLOOM ENERGY CORP COM CL A BE	BE	23,088	$7.0m1.56%	1.56%	New
18	RALPH LAUREN CORP CL A RL	RL	15,604	$6.3m1.40%	1.40%	New
19	NVIDIA CORPORATION COM NVDA	NVDA	28,270	$5.7m1.27%	1.27%	New
20	PROSHARES TR ULTRAPRO SHORT SQQQ	SQQQ	138,231	$5.0m1.12%	1.12%	New
21	GE VERNOVA INC COM GEV	GEV	4,212	$4.9m1.11%	1.11%	Added +3.8k	+3,806 937.4%
22	BLOCK INC CL A XYZ	XYZ	64,789	$4.9m1.10%	1.10%	New
23	GE AEROSPACE COM NEW GE	GE	12,713	$4.8m1.06%	1.06%	New
24	MACOM TECH SOLUTIONS HLDGS I COM MTSI	MTSI	11,689	$4.4m0.99%	0.99%	New
25	LAM RESEARCH CORP COM NEW LRCX	LRCX	8,931	$3.9m0.87%	0.87%	New
26	ABBVIE INC COM ABBV	ABBV	13,706	$3.4m0.77%	0.77%	New
27	SOLARIS ENERGY INFRAS INC COM CL A SEI	SEI	39,462	$3.2m0.71%	0.71%	New
28	MICRON TECHNOLOGY INC COM MU	MU	2,557	$3.0m0.66%	0.66%	New
29	COMFORT SYS USA INC COM FIX	FIX	1,479	$2.9m0.66%	0.66%	New
30	MORGAN STANLEY COM NEW MS	MS	13,629	$2.8m0.64%	0.64%	New
31	CATERPILLAR INC COM CAT	CAT	2,657	$2.8m0.63%	0.63%	Added +2.0k	+2,041 331.3%
32	TTM TECHNOLOGIES INC COM TTMI	TTMI	12,748	$2.4m0.53%	0.53%	New
33	AMPHENOL CORP CL A APH	APH	12,804	$2.3m0.50%	0.50%	New
34	ELEMENT SOLUTIONS INC COM ESI	ESI	45,662	$2.2m0.49%	0.49%	New
35	AMKOR TECHNOLOGY INC COM AMKR	AMKR	25,177	$2.2m0.49%	0.49%	New
36	AFFIRM HLDGS INC COM CL A AFRM	AFRM	26,576	$2.2m0.48%	0.48%	New
37	MKS INC. COM MKSI	MKSI	3,402	$1.5m0.34%	0.34%	New
38	MODINE MFG CO COM MOD	MOD	5,307	$1.4m0.32%	0.32%	New
39	STMICROELECTRONICS N V NY REGISTRY STM	STM	17,488	$1.3m0.29%	0.29%	New
40	KEYSIGHT TECHNOLOGIES INC COM KEYS	KEYS	3,648	$1.3m0.29%	0.29%	Added +514	+514 16.4%
41	FORMFACTOR INC COM FORM	FORM	7,819	$1.3m0.28%	0.28%	New
42	ROBINHOOD MKTS INC COM CL A HOOD	HOOD	12,188	$1.2m0.27%	0.27%	New
43	EVERUS CONSTR GROUP COM ECG	ECG	7,349	$1.2m0.27%	0.27%	New
44	SILICON MOTION TECHNOLOGY CO SPONSORED ADR SIMO	SIMO	3,558	$1.2m0.27%	0.27%	New
45	LATTICE SEMICONDUCTOR CORP COM LSCC	LSCC	7,740	$1.2m0.26%	0.26%	New
46	TERADYNE INC COM TER	TER	2,366	$1.1m0.26%	0.26%	New
47	COGNEX CORP COM CGNX	CGNX	15,714	$1.1m0.25%	0.25%	New
48	HOWMET AEROSPACE INC COM HWM	HWM	4,021	$1.1m0.24%	0.24%	New
49	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	1,084	$1.0m0.23%	0.23%	New
50	MARVELL TECHNOLOGY INC COM MRVL	MRVL	3,439	$1.0m0.23%	0.23%	New
51	ANALOG DEVICES INC COM ADI	ADI	2,331	$925.8k0.21%	0.21%	New
52	VIAVI SOLUTIONS INC COM VIAV	VIAV	17,294	$825.8k0.18%	0.18%	Reduced -127.6k	-127,639 -88.1%
53	CARDINAL HEALTH INC COM CAH	CAH	3,350	$795.8k0.18%	0.18%	New
54	KLA CORP COM NEW KLAC	KLAC	2,505	$755.8k0.17%	0.17%	New
55	CITIGROUP INC COM NEW C	C	4,552	$637.1k0.14%	0.14%	New
56	VIRTU FINL INC CL A VIRT	VIRT	9,082	$541.0k0.12%	0.12%	New
57	ARGENX SE SPONSORED ADR ARGX	ARGX	572	$530.7k0.12%	0.12%	New
58	SANDISK CORP COM SNDK	SNDK	233	$529.8k0.12%	0.12%	New
59	DELL TECHNOLOGIES INC CL C DELL	DELL	1,224	$528.1k0.12%	0.12%	New
60	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	256	$509.3k0.11%	0.11%	New
61	CLOUDFLARE INC CL A COM NET	NET	1,064	$261.0k0.06%	0.06%	New
62	ACCO BRANDS CORP COM ACCO	ACCO	16,026	$66.7k0.01%	0.01%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
CNX RES CORP CNX	CNX	41,555	$1.6m41.6k shares
CIENA CORP CIEN	CIEN	3,334	$1.3m3.3k shares
LUMENTUM HLDGS INC LITE	LITE	1,689	$1.2m1.7k shares
TELEFONAKTIEBOLAGET LM ERICS ERIC	ERIC	88,096	$992.8k88.1k shares
PAN AMERN SILVER CORP PAAS	PAAS	16,325	$891.8k16.3k shares
FIGS INC FIGS	FIGS	58,502	$864.1k58.5k shares
BUTTERFLY NETWORK INC BFLY	BFLY	11,200	$45.2k11.2k shares