13F-HR filed by O'Neil Global Advisors, Inc.
O'Neil Global Advisors, Inc. filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-11, with 57 holding rows worth $434,586,000.
- Accession
- 0001861159-25-000007
- Filer
- CIK 1861159
- Filed
- 2025-08-11
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 57 entries on the cover page, a total value of $434,586,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $434,586,000 with VALUE read as thousands, detected and multiplied, 13F file number 028-21225. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Tesla Motors, Inc | 88160R101 | COM | 202,270 | $64,253,000 | thousands, detected and multiplied | |
| NVIDIA Corp | 67066G104 | COM | 256,099 | $40,461,000 | thousands, detected and multiplied | |
| IShares Bitcoin Trust Registered | 46438F101 | SHS | 600,311 | $36,745,000 | thousands, detected and multiplied | |
| Fidelity Wise Origin Bitcoin Fund | 315948109 | SHS | 312,400 | $29,362,000 | thousands, detected and multiplied | |
| META PLATFORMS INC CL A | 30303M102 | COM | 35,020 | $25,848,000 | thousands, detected and multiplied | |
| AMER SPORTS INC | G0260P102 | COMMON STOCK | 662,424 | $25,676,000 | thousands, detected and multiplied | |
| Amazon.com, Inc | 023135106 | COM | 94,085 | $20,641,000 | thousands, detected and multiplied | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 91,431 | $20,460,000 | thousands, detected and multiplied | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 40,121 | $20,434,000 | thousands, detected and multiplied | |
| ServiceNow,Inc. | 81762P102 | COM | 14,195 | $14,594,000 | thousands, detected and multiplied | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 87,774 | $11,965,000 | thousands, detected and multiplied | |
| GE Vernova Inc. | 36828A101 | COM | 21,916 | $11,597,000 | thousands, detected and multiplied | |
| Broadcom Inc. | 11135F101 | COM | 37,108 | $10,229,000 | thousands, detected and multiplied | |
| SYMBOTIC INC | 87151X101 | CLASS A COM | 219,168 | $8,515,000 | thousands, detected and multiplied | |
| HESAI GROUP | 428050108 | SPONSORED ADS | 386,445 | $8,482,000 | thousands, detected and multiplied | |
| DEXCOM INC COM | 252131107 | Stock | 96,103 | $8,389,000 | thousands, detected and multiplied | |
| FERRARI N V | N3167Y103 | COM | 17,018 | $8,351,000 | thousands, detected and multiplied | |
| Cisco Systems,Inc. | 17275R102 | COM | 101,301 | $7,028,000 | thousands, detected and multiplied | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 53,519 | $6,173,000 | thousands, detected and multiplied | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 34,978 | $6,164,000 | thousands, detected and multiplied | |
| COINBASE GLOBAL INC COM CL A | 19260Q107 | Stock | 9,709 | $3,403,000 | thousands, detected and multiplied | |
| CAMECO CORP COM | 13321L108 | Stock | 38,055 | $2,825,000 | thousands, detected and multiplied | |
| Charles Schwab Corp | 808513105 | COM | 30,664 | $2,798,000 | thousands, detected and multiplied | |
| SEAGATE TECHNOLOGY HLDNGS | G7997R103 | ORD SHS | 18,968 | $2,738,000 | thousands, detected and multiplied | |
| CONSTELLATION ENERGY CORP COM | 21037T109 | Stock | 8,259 | $2,666,000 | thousands, detected and multiplied | |
| Netflix, Inc | 64110L106 | COM | 1,800 | $2,410,000 | thousands, detected and multiplied | |
| ROBINHOOD MKTS INC | 770700102 | COM | 22,368 | $2,094,000 | thousands, detected and multiplied | |
| VIRTU FINL INC | 928254101 | CL A | 41,876 | $1,876,000 | thousands, detected and multiplied | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 2,414 | $1,852,000 | thousands, detected and multiplied | |
| Microsoft Corp | 594918104 | COM | 3,624 | $1,803,000 | thousands, detected and multiplied | |
| LEONARDO DRS INC COM | 52661A108 | Stock | 38,401 | $1,785,000 | thousands, detected and multiplied | |
| AXONENTERPRISEINC | 05464C101 | STOK | 2,145 | $1,776,000 | thousands, detected and multiplied | |
| Citigroup Inc. | 172967424 | COM | 18,802 | $1,600,000 | thousands, detected and multiplied | |
| JPMorgan Chase & Co | 46625H100 | COM | 5,484 | $1,590,000 | thousands, detected and multiplied | |
| IRHYTHM HOLDINGS INC COM | 450056106 | Stock | 9,176 | $1,413,000 | thousands, detected and multiplied | |
| TORONTO DOMINION BK ONT COM NEW | 891160509 | Stock | 18,688 | $1,373,000 | thousands, detected and multiplied | |
| RUBRIK INC. | 781154109 | CL A | 15,265 | $1,368,000 | thousands, detected and multiplied | |
| KLA CORP | 482480100 | COM | 1,522 | $1,363,000 | thousands, detected and multiplied | |
| LYFT INC | 55087P104 | CL A COM | 77,445 | $1,221,000 | thousands, detected and multiplied | |
| Uber Technologies | 90353T100 | COM | 12,768 | $1,191,000 | thousands, detected and multiplied | |
| DUTCH BROS INC | 26701L100 | CL A | 13,327 | $911,000 | thousands, detected and multiplied | |
| AUTODESK INC COM | 052769106 | Stock | 2,912 | $901,000 | thousands, detected and multiplied | |
| AMPHENOL CORP NEW | 032095101 | COM | 7,926 | $783,000 | thousands, detected and multiplied | |
| DAVE INC | 23834J201 | CLASS A COM NEW | 2,823 | $758,000 | thousands, detected and multiplied | |
| DYCOM INDS INC COM | 267475101 | Stock | 2,958 | $723,000 | thousands, detected and multiplied | |
| BRIGHTSPRING HEALTH SVCS | 10950A106 | COM | 30,533 | $720,000 | thousands, detected and multiplied | |
| ROYALTY PHARMA PLC | G7709Q104 | SHS CLASS A | 19,844 | $715,000 | thousands, detected and multiplied | |
| ROBLOX CORP CL A | 771049103 | Stock | 6,670 | $702,000 | thousands, detected and multiplied | |
| Intercontinental Exchange,Inc. | 45866F104 | COM | 3,114 | $571,000 | thousands, detected and multiplied | |
| NEXTPOWER INC CLASS A COM | 65290E101 | Stock | 9,111 | $495,000 | thousands, detected and multiplied | |
| ARGAN INC | 04010E109 | COM | 2,027 | $447,000 | thousands, detected and multiplied | |
| JFROG LTD ORD SHS | M6191J100 | Stock | 10,101 | $443,000 | thousands, detected and multiplied | |
| GUIDEWIRE SOFTWARE INC COM | 40171V100 | Stock | 1,748 | $412,000 | thousands, detected and multiplied | |
| BARCLAYS PLC ADR | 06738E204 | ADR | 21,118 | $393,000 | thousands, detected and multiplied | |
| LIFE360 INC | 532206109 | COM | 5,807 | $379,000 | thousands, detected and multiplied | |
| RB GLOBAL INC COM | 74935Q107 | Stock | 3,440 | $365,000 | thousands, detected and multiplied | |
| URBAN OUTFITTERS INC | 917047102 | COM | 4,901 | $356,000 | thousands, detected and multiplied |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001861159-25-000007 | this filing | 2025-08-11 | acceptance time not in the bulk data set |