O NEIL GLOBAL ADVISORS INC
Q3 2024 Form 13-F
LOS ANGELES, CALIFORNIA
CIK 0001861159
· CRD 308150
· SEC-registered investment adviser
$391.7M Reported Value Total
O'NEIL GLOBAL ADVISORS, INC. reports 50 total accounts under management (AUM). There are 50 discretionary accounts valued at $380,786,000, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
6 funds
· $86.9M gross asset value
Hedge Fund: $86.9M
Source: Form ADV filed 2026-05-04
Reported value
$391.7M
Quarter over quarter
+8.8%
Holdings
56
Top-10 concentration
77.6%
Key People
Form ADV owners & control persons
Steven Lawrence Birch
CHIEF EXECUTIVE OFFICER & CHIEF INVESTMENT OFFICER
Patrick Martin Erickson
DIRECTOR OF DATA SCIENCE
Christopher Francis Graczk
CHIEF OPERATING OFFICER
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Q3 2024 13F record
Q3 2024 13F filing summary
| Period of report | September 30, 2024 |
|---|---|
| Filed | November 12, 2024 |
| Form | 13F-HR |
| Reported value | $391.7M |
| Positions | 56 |
| Change in reported value | +84.2% |
| New positions | 35 |
| Exited positions | 29 |
| Position turnover | 75.3% |
| Top-10 concentration | 77.6% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Nov 10, 2026
|
45 | $260.8M |
|
Q2 2026 13F
Filed Aug 10, 2026
|
62 | $447.1M |
|
Q1 2026 13F
Filed May 11, 2026
|
12 | $14.4M |
|
Q4 2025 13F
Filed Feb 10, 2026
|
45 | $290.6M |
|
Q3 2025 13F
Filed Nov 10, 2025
|
60 | $543.0M |
|
Q2 2025 13F
Filed Aug 11, 2025
|
57 | $434.6M |
|
Q1 2025 13F
Filed May 12, 2025
|
19 | $52.9M |
|
Q4 2024 13F
Filed Feb 3, 2025
|
37 | $342.4M |
|
Q3 2024 13F
Filed Nov 12, 2024
|
56 | $391.7M |
|
Q2 2024 13F
Filed Aug 8, 2024
|
50 | $212.6M |
|
Q1 2024 13F
Filed May 10, 2024
|
36 | $81.1M |
|
Q4 2023 13F
Filed Feb 9, 2024
|
51 | $172.0M |
|
Q3 2023 13F
Filed Nov 13, 2023
|
52 | $110.4M |
|
Q2 2023 13F
Filed Aug 11, 2023
|
72 | $482.0M |
|
Q1 2023 13F
Filed Apr 14, 2023
|
64 | $193.9M |
|
Q4 2022 13F
Filed Feb 14, 2023
|
34 | $21.7M |
|
Q3 2022 13F
Filed Nov 15, 2022
|
37 | $25.2M |
|
Q2 2022 13F
Filed Sep 12, 2022
|
29 | $23.6M |
|
Q1 2022 13F
Filed May 12, 2022
|
62 | $193.6M |
|
Q4 2021 13F
Filed Feb 11, 2022
|
52 | $60.8M |
3 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q3 2024
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | TSLA Tesla Inc | $79.6M | 20.33% |
| 2 | NVDA Nvidia Corp | $75.5M | 19.27% |
| 3 | META Meta Platforms Inc Cl A | $66.9M | 17.07% |
| 4 | PLTR Palantir TechnologiesClA | $19.3M | 4.93% |
| 5 | AFRM Affirm Holdings Inc Cl A | $15.5M | 3.96% |
| 6 | TTD The Trade Desk Inc Cl A | $12.2M | 3.11% |
| 7 | TCEHY Tencent Holdings Ltd Ads | $11.5M | 2.93% |
| 8 | AAPL Apple Inc | $8.6M | 2.19% |
| 9 | VRT Vertiv Holdings Llc | $7.8M | 1.98% |
| 10 | TSM Taiwan Semiconductor Adr | $7.1M | 1.81% |
| 11 | ONON On Holding A G Cl A | $6.3M | 1.61% |
| 12 | AVGO Broadcom Inc | $6.0M | 1.52% |
| 13 | FOUR Shift4 Payments Inc Cl A | $5.4M | 1.37% |
| 14 | ARM Arm Holdings plc ADS | $5.1M | 1.29% |
| 15 | HOOD Robinhood Markets Cl A | $3.8M | 0.96% |
| 16 | UBER Uber Technologies Inc | $3.3M | 0.84% |
| 17 | LLY Eli Lilly & Co | $3.3M | 0.83% |
| 18 | PANW Palo Alto Networks | $3.1M | 0.78% |
| 19 | NOW Servicenow Inc | $2.8M | 0.72% |
| 20 | GS Goldman Sachs Group Inc | $2.6M | 0.67% |
Values as reported on the Q3 2024 Form 13F. Every position is in the holdings table below.