O'Neil Global Advisors, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing the firm's equity holdings as of the close of business on September 30, 2026. The filing lists 45 separate positions held by the firm.
According to the information table provided in the filing, the largest position held by O'Neil Global Advisors is in Palantir Technologies Cl A, with 15,492,042 shares. The firm also holds significant positions in Micron Technology Inc, with 24,084,267 shares, and Nvidia Corp, with 13,229,368 shares. Other notable holdings include Taiwan Semiconductor Adr with 7,605,143 shares, Marvell Technology Inc with 11,753,646 shares, and Intel Corp with 11,037,835 shares.
The filing also lists positions in various other technology and industrial companies. These include Apple Inc with 1,233,506 shares, Microsoft Corp with 8,421,818 shares, Amazon.com Inc with 4,931,426 shares, and Alphabet Inc Cl A with 749,750 shares. Additionally, the firm holds positions in Bloom Energy Corp Cl A with 19,743,965 shares, Eli Lilly & Co with 16,377,310 shares, and Incyte Corporation with 13,494,848 shares.
The filing indicates that all positions listed are held in a Sole voting capacity, with no shared voting or dispositive rights.
