Oneil Global Advisors is based out of Los Angeles. Oneil Global Advisors is a hedge fund with 12 clients and discretionary assets under management (AUM) of $367,700,000 (Form ADV from 2025-03-20). Their last reported 13F filing for Q1 2025 included $52,871,000 in managed 13F securities
and a top 10 holdings concentration of 90.17%. Oneil Global Advisors's largest holding is Tesla Inc with shares held of 56,562. Whalewisdom has at least 18 13F filings
Business Description
O'Neil Global Advisors Incorporated (OGA) is a global investment advisor founded in 2019. It is a wholly-owned subsidiary of O'Neil Capital Management Inc. OGA implements strategies that include both technical analysis strategies implemented by portfolio managers and quantitative systematic strategies developed by OGA’s quantitative strategies team. Both strategies utilize the O’Neil Methodology, which is based on technical analysis and a unique stock-picking process.
OGA focuses primarily on equity investments in the US and other developed and emerging markets. It serves as the investment advisor, with discretionary trading authority, to pooled investment vehicles (Funds) and separately managed accounts (SMAs). OGA's services are tailored to the investment objectives and guidelines of Clients through a process described in Item 8.
Investment Strategy
OGA's investment strategies include both technical analysis strategies implemented by portfolio managers and quantitative systematic strategies developed by OGA's quantitative strategies team. Many of OGA's strategies seek to exploit the behavioral biases of discretionary managers, information asymmetries that arise from more effective processing of information, or inefficiencies during changes in market regimes. OGA believes that its multi-strategy approach has advantages in terms of diversification, scale, and allows it to grow through competitive selection.
OGA’s algorithmic (“Algo”) strategies are generally more diverse and specialized than its individually managed SMA portfolios with the goal of creating multiple uncorrelated return streams. The Algo strategies invest in the US and other developed and emerging equity markets. The Algo strategies typically hold long positions in equities and broad market ETFs, however some Algo strategies take both long and short positions in US equities and/or broad market ETFs. Algo strategies are typically built around one or more factors discovered by OGA’s quantitative research program and investment models are generally derived through quantitative methods such as machine learning.
Owners
- O'NEIL CAPITAL MANAGEMENT INC. - PARENT COMPANY
- BIRCH, STEVEN, LAWRENCE - CHIEF EXECUTIVE OFFICER & CHIEF INVESTMENT OFFICER
- ERICKSON, PATRICK, MARTIN - DIRECTOR OF DATA SCIENCE
- MASOTTI, ALEXANDER, VICTOR - GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER
- GRACZK, CHRISTOPHER, FRANCIS - CHIEF OPERATING OFFICER
- OLIVAS, JOSE, CASTULO - CHIEF FINANCIAL OFFICER Click on the Ownership/Private Fund Data tab for more details.
Known Email Addresses
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Other Contact Information
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2025-03-31
Top Buys (13F)
| Name | % Change |
|---|---|
| IBIT iShares Bitcoin Trus | 12.65% |
| CRWD Crowdstrike Holdings | 7.45% |
| SE Sea Ltd | 6.62% |
| BABA Alibaba Group Holdin | 6.4% |
| ATAT Atour Lifestyle Hold | 4.96% |
2025-03-31
Top Sells (13F)
| Name | % Change |
|---|---|
| NVDA NVIDIA Corp | 21.03% |
| AVGO Broadcom Inc | 11.78% |
| PLTR Palantir Technologie | 6.39% |
| GOOGL Alphabet Inc. Class | 4.74% |
| AMZN Amazon.com Inc | 1.74% |
2025-03-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| TSLA Tesla Inc | 27.73% |
| IBIT iShares Bitcoin Trus | 13.18% |
| META Meta Platforms Inc | 13.09% |
| CRWD Crowdstrike Holdings | 7.45% |
| SE Sea Ltd | 6.74% |
2025-03-31
13F Activity
| Market Value | $52.9m, Prior: $342m |
| Inflows (Outflows) as % of Total MV | (-223.3737)% |
| New Purchases | 10 stocks |
| Added To | 3 stocks |
| Sold out of | 28 stocks |
| Reduced holdings in | 6 stocks |
| Top 10 Holdings % | 90.17% |
| Turnover %[1] | 80.85% |
| Turnover Alt %[2] | 45.28% |
| Time Held Top 20 | 0.6316 quarters |
| Time Held Top 10 | 0.8 quarters |
| Time Held All | 2.42 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2025-03-31
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2025-03-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2025-03-31