Stock Taper

GRAHAM CAPITAL MANAGEMENT, L.P.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
ASE Technology Holding Co., Ltd.ASX20.03K$903.8K
POET Technologies Inc.POET20K$205.6K
Lyft, Inc.LYFT19.88K$290.39K
Tetra Tech, Inc.TTEK19.81K$572.2K
Vermilion Energy Inc.VET19.63K$183.94K
AMETEK, Inc.AME19.63K$4.75M
Syndax Pharmaceuticals, Inc.SNDX19.61K$428.78K
Fluor CorporationFLR19.59K$1.03M
Ryman Hospitality Properties, Inc.RHP19.54K$2.51M
Federated Hermes, Inc.FHI19.5K$1.08M
Corsair Gaming, Inc.CRSR19.5K$188.53K
HealthStream, Inc.HSTM19.41K$528.92K
Chevron CorporationCVX19.33K$3.2M
DICK'S Sporting Goods, Inc.DKS19.27K$4.37M
Sprouts Farmers Market, Inc.SFM19.21K$1.62M
Titan International, Inc.TWI19.17K$147.83K
The Descartes Systems Group Inc.DSGX19.11K$1.32M
U.S. BancorpUSB19.05K$1.15M
ACV Auctions Inc.ACVA19.05K$136.93K
PACCAR IncPCAR19.02K$2.28M