Stock Taper 
NWI MANAGEMENT LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Allogene Therapeutics, Inc. | ALLO | 100K | $208K |
 Walmart Inc. | WMT | 120K | $13.59M |
 RTX Corporation | RTX | 126K | $23.91M |
 Micron Technology, Inc. | MU | 134.4K | $155.14M |
 Revolution Medicines, Inc. | RVMD | 180K | $33.71M |
 NVIDIA Corporation | NVDA | 184K | $36.82M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 189K | $90.26M |
 Meta Platforms, Inc. | META | 198K | $111.53M |
 Becton, Dickinson and Company | BDX | 225K | $34.05M |
 Cogent Biosciences, Inc. | COGT | 241.67K | $9.35M |
 Alphabet Inc. | GOOG | 290K | $102.47M |
 Apple Inc. | AAPL | 376.1K | $108.83M |
 Figure Technology Solutions, Inc. Class A Common Stock | FIGR | 585K | $17.96M |
 NewAmsterdam Pharma Company N.V. | NAMS | 702K | $23.79M |
 Natera, Inc. | NTRA | 762.6K | $207.01M |
 Insmed Incorporated | INSM | 1.01M | $108.11M |
 Intercorp Financial Services Inc. | IFS | 1.02M | $57.3M |
 Nu Holdings Ltd. | NU | 7.04M | $94.04M |