O'Neil Global Advisors, Inc.
O'Neil Global Advisors, Inc., managed by Steven Birch, reported 62 positions worth $447.11M in its 2026 Q2 13F filing: 57 new and 7 closed.
Estimated return
Since 2025 Q2 the disclosed positions returned an estimated +41.6% against +34.4% for the S&P 500. Price-only return of the fund's top 100 US longs at each quarter start, vs the S&P 500 over the same windows. Not the fund's actual return (no trades, fees, shorts, derivatives, cash).
| Quarter | Fund | S&P 500 |
|---|---|---|
| 2025 Q2 | +25.2% | +11.4% |
| 2025 Q3 | +12.1% | +7.6% |
| 2025 Q4 | -5.7% | +3.1% |
| 2026 Q1 | -11.4% | -5.8% |
| 2026 Q2 | +20.8% | +15.5% |
Top holdings, 2026 Q2
| Ticker | Company | Value | Portfolio % | Change |
|---|---|---|---|---|
| LLY | Eli Lilly & Co | $95.57M | 21.40% | NEW |
| GOOGL | Alphabet Inc Cl A | $67.99M | 15.20% | NEW |
| TSLA | Tesla Inc | $34.54M | 7.70% | NEW |
| FTAI | FTAI Aviation Ltd | $18.93M | 4.20% | NEW |
| CRWD | Crowdstrike Holdings A | $18.48M | 4.10% | NEW |
| IRM | Iron Mountain Inc | $14.29M | 3.20% | NEW |
| SNOW | Snowflake Inc Cl A | $13.18M | 2.90% | NEW |
| AMZN | Amazon.com Inc | $12.20M | 2.70% | NEW |
| INTC | Intel Corp | $11.20M | 2.50% | NEW |
| MXL | Maxlinear Inc | $10.21M | 2.30% | NEW |
| ALHC | Alignment Healthcare Inc | $8.87M | 2.00% | NEW |
| QQQ | Invesco Qqq Trust Sr 1 | $8.69M | 1.90% | +544.6% |
| INCY | Incyte Corporation | $8.61M | 1.90% | NEW |
| GS | Goldman Sachs Group Inc | $8.60M | 1.90% | NEW |
| CORT | Corcept Therapeutics Inc | $8.55M | 1.90% | NEW |
| FLYW | Flywire Corp | $7.06M | 1.60% | NEW |
| BE | Bloom Energy Corp Cl A | $6.99M | 1.60% | NEW |
| RL | Ralph Lauren Corp Cl A | $6.26M | 1.40% | NEW |
| NVDA | Nvidia Corp | $5.66M | 1.30% | NEW |
| SQQQ | Proshrs UltraPro Sh Qqq | $5.02M | 1.10% | NEW |
| GEV | GE Vernova Inc | $4.95M | 1.10% | +937.4% |
| XYZ | Block Inc Cl A | $4.92M | 1.10% | NEW |
| GE | GE Aerospace | $4.75M | 1.10% | NEW |
| MTSI | Macom Tech Solution Hldg | $4.45M | 0.99% | NEW |
| LRCX | Lam Research Corp | $3.87M | 0.87% | NEW |
| ABBV | AbbVie Inc | $3.45M | 0.77% | NEW |
| SEI | Solaris Energy Infra Inc | $3.18M | 0.71% | NEW |
| MU | Micron Technology Inc | $2.95M | 0.66% | NEW |
| FIX | Comfort Systems U S A | $2.93M | 0.66% | NEW |
| MS | Morgan Stanley | $2.85M | 0.64% | NEW |
| CAT | Caterpillar Inc | $2.83M | 0.63% | +331.3% |
| TTMI | T T M Technologies Inc | $2.38M | 0.53% | NEW |
| APH | Amphenol Corp Cl A | $2.26M | 0.50% | NEW |
| ESI | Element Solutions Inc | $2.18M | 0.49% | NEW |
| AMKR | Amkor Technology Inc | $2.17M | 0.49% | NEW |
| AFRM | Affirm Holdings Inc Cl A | $2.17M | 0.48% | NEW |
| MKSI | MKS Inc | $1.51M | 0.34% | NEW |
| MOD | Modine Mfg Co | $1.42M | 0.32% | NEW |
| STM | StmicroelectronicsNV Adr | $1.31M | 0.29% | NEW |
| KEYS | Keysight Technologies | $1.28M | 0.29% | +16.4% |
| FORM | Formfactor Inc | $1.25M | 0.28% | NEW |
| HOOD | Robinhood Markets Cl A | $1.22M | 0.27% | NEW |
| ECG | Everus Construction Grup | $1.22M | 0.27% | NEW |
| SIMO | Silicon Motion Tech Ads | $1.19M | 0.27% | NEW |
| LSCC | Lattice Semiconductor | $1.18M | 0.26% | NEW |
| TER | Teradyne Inc | $1.14M | 0.26% | NEW |
| CGNX | Cognex Corp | $1.14M | 0.25% | NEW |
| HWM | Howmet Aerospace Inc | $1.08M | 0.24% | NEW |
| STX | Seagate Technology Hldgs | $1.05M | 0.23% | NEW |
| MRVL | Marvell Technology Inc | $1.02M | 0.23% | NEW |
All funds · Hedge Fund Tracker
Source: SEC EDGAR 13F filings, reported as of quarter end and filed up to 45 days later. Not investment advice.