Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
O'Neil Global Advisors, Inc. (CIK 1861159) reported $14.4M across 12 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VIAV ($4.8M, 33.42%), CNX ($1.6M, 11.10%), CIEN ($1.3M, 8.97%), LITE ($1.2M, 8.22%), QQQ ($1.1M, 7.32%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VIAV | Viavi Solutions Inc | $4.8M | 33.42% | 144,933 | New |
| 2 | CNX | CNX Resources Corp | $1.6M | 11.10% | 41,555 | New |
| 3 | CIEN | Ciena Corporation | $1.3M | 8.97% | 3,334 | Trimmed |
| 4 | LITE | Lumentum Holdings Inc | $1.2M | 8.22% | 1,689 | Trimmed |
| 5 | QQQ | Invesco Qqq Trust Sr 1 | $1.1M | 7.32% | 1,831 | New |
| 6 | ERIC | Ericsson L M Tel Adr | $992,842 | 6.88% | 88,096 | New |
| 7 | PAAS | Pan American Silver Corp | $891,835 | 6.18% | 16,325 | Trimmed |
| 8 | KEYS | Keysight Technologies | $884,948 | 6.13% | 3,134 | New |
| 9 | FIGS | Figs Inc Cl A | $864,075 | 5.99% | 58,502 | New |
| 10 | CAT | Caterpillar Inc | $436,411 | 3.02% | 616 | New |
| 11 | GEV | GE Vernova Inc | $354,397 | 2.46% | 406 | Trimmed |
| 12 | BFLY | Butterfly Network Cl A | $45,248 | 0.31% | 11,200 | New |
| 13 | ISRG | Intuitive Surgical Inc | $0 | 0.00% | 0 | Exited |
| 14 | TTMI | T T M Technologies Inc | $0 | 0.00% | 0 | Exited |
| 15 | AAPL | Apple Inc | $0 | 0.00% | 0 | Exited |
| 16 | APP | Applovin Corp Cl A | $0 | 0.00% | 0 | Exited |
| 17 | ARWR | Arrowhead Pharma | $0 | 0.00% | 0 | Exited |
| 18 | B | Barrick Mining Corp | $0 | 0.00% | 0 | Exited |
| 19 | CRS | Carpenter TechnologyCorp | $0 | 0.00% | 0 | Exited |
| 20 | CLS | Celestica Inc | $0 | 0.00% | 0 | Exited |
| 21 | CENX | Century Aluminum Co | $0 | 0.00% | 0 | Exited |
| 22 | FIX | Comfort Systems U S A | $0 | 0.00% | 0 | Exited |
| 23 | COMM | Vistance Networks Inc | $0 | 0.00% | 0 | Exited |
| 24 | STX | Seagate Technology Hldgs | $0 | 0.00% | 0 | Exited |
| 25 | EQX | Equinox Gold Corp | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31