O'Neil Global Advisors, Inc.
Hedge Fund • Multi-Strategy
O'Neil Global Advisors, Inc. is a Multi-Strategy Hedge Fund based in Los Angeles, CA led by Steven Lawrence Birch, managing $510.4M across 55 long positions as of Q3 2025 with 49% Technology concentration, 81% concentrated in top 10 holdings, 20% allocation to TSLA, and 49% technology allocation.
CEOSteven Lawrence Birch
- Portfolio Value
- $510.4M
- Positions
- 55
- Top Holding
- TSLA at 19.58%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in O'Neil Global Advisors, Inc.'s portfolio (80.7% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Auto - Manufacturers Consumer Cyclical | $99.9M | 19.58% | +$10.0M Bought | 0.01% 224.7K shares | |
Semiconductors Technology | $66.0M | 12.93% | +$18.2M Bought | 0.00% 353.6K shares | |
Software - Infrastructure Technology | $52.3M | 10.25% | +$36.3M Bought | 0.01% 286.7K shares | |
Software - Infrastructure Technology | $42.4M | 8.31% | +$39.2M Bought | 0.03% 296.1K shares | |
Software - Infrastructure Technology | $32.6M | 6.39% | +$12.9M Bought | 0.03% 66.5K shares | |
Residential Construction Consumer Cyclical | $32.0M | 6.27% | +$32.0M Bought | 0.06% 188.9K shares | |
Renewable Utilities Utilities | $28.7M | 5.62% | +$15.2M Bought | 0.02% 46.6K shares | |
ETF ETF | $26.4M | 5.18% | -$12.6M Sold | — 406.4K shares | |
Independent Power Producers Utilities | $16.4M | 3.20% | +$16.4M Bought | 0.02% 83.5K shares | |
Software - Infrastructure Technology | $15.0M | 2.95% | +$13.2M Bought | 0.00% 29.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in O'Neil Global Advisors, Inc.'s latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for O'Neil Global Advisors, Inc.
GthenA