Stock Taper 
DELTEC ASSET MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Home Depot, Inc. | HD | 23.77K | $8.38M |
 NextNav Inc. | NN | 25K | $445.75K |
 Peabody Energy Corporation | BTU | 25.5K | $589.56K |
 The TJX Companies, Inc. | TJX | 26.1K | $3.95M |
 Apple Inc. | AAPL | 26.34K | $7.62M |
 Copa Holdings, S.A. | CPA | 27.32K | $4.25M |
 Cisco Systems, Inc. | CSCO | 27.75K | $3.26M |
 Infosys Limited | INFY | 28.5K | $298.96K |
 Kratos Defense & Security Solutions, Inc. | KTOS | 29K | $1.45M |
 Cantor Equity Partners I, Inc. Class A Ordinary Shares | CEPO | 30K | $318.6K |
 Garrett Motion Inc. | GTX | 35K | $1.27M |
 ICICI Bank Limited | IBN | 35.5K | $1.03M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 38.14K | $18.21M |
 Arista Networks, Inc. | ANET | 39.9K | $6.78M |
 Altria Group, Inc. | MO | 41.63K | $3M |
 Philip Morris International Inc. | PM | 42.09K | $7.61M |
 Nu Holdings Ltd. | NU | 45K | $601.2K |
 Visa Inc. | V | 45.4K | $15.58M |
 Petróleo Brasileiro S.A. - Petrobras | PBR | 48K | $775.68K |
 Vale S.A. | VALE | 50.5K | $759.52K |