13F Insight
DOSSIER · 13F-HR · Q2 2026

O'Neil Global Advisors, Inc.

$447M in tracked AUM across 62 positions as of Q2 2026.

OG
CIK 0001861159 · last filed Jun 30, 2026
Total AUM
$447M
as of Q2 2026
Holdings
62
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

O'Neil Global Advisors, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
LLY
Eli Lilly & Co
$96M80K21.4%02
GOOGL
Alphabet Inc Cl A
$68M190K15.2%03
TSLA
Tesla Inc
$35M82K7.7%04
G3730V105
FTAI Aviation Ltd
$19M70K4.2%05
CRWD
Crowdstrike Holdings A
$18M24K4.1%06
IRM
Iron Mountain Inc
$14M113K3.2%07
SNOW
Snowflake Inc Cl A
$13M52K2.9%08
AMZN
Amazon.com Inc
$12M51K2.7%09
INTC
Intel Corp
$11M80K2.5%10
MXL
Maxlinear Inc
$10M80K2.3%

Filing history

2026Q2Jun 30
$447M▲ 2997.8%
62 positionsView →2026Q1Mar 31
$14M▼ 95.0%
12 positionsView →2025Q4Dec 31
$291M▼ 46.5%
45 positionsView →2025Q3Sep 30
$543M▲ 24.9%
60 positionsView →2025Q2Jun 30
$435M▲ 722.0%
57 positionsLocked2025Q1Mar 31
$53M▼ 84.6%
19 positionsLocked2024Q4Dec 31
$342M▼ 12.6%
37 positionsLocked2024Q3Sep 30
$392M▲ 84.2%
56 positionsLocked2024Q2Jun 30
$213M▲ 162.3%
50 positionsLocked2024Q1Mar 31
$81M▼ 52.9%
36 positionsLocked2023Q4Dec 31
$172M▲ 55.8%
51 positionsLocked2023Q3Sep 30
$110M▲ 472.1%
52 positionsLocked
Showing 12 of 22