Stock Taper 
WATERSHED ASSET MANAGEMENT, L.L.C.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 ePlus inc. | PLUS | 6.7K | $557.56K |
 Amkor Technology, Inc. | AMKR | 6.72K | $579.12K |
 EPAM Systems, Inc. | EPAM | 6.79K | $539.1K |
 GoDaddy Inc. | GDDY | 6.85K | $581.26K |
 Korn Ferry | KFY | 7.31K | $486.7K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 7.4K | $3.53M |
 KLA Corporation | KLAC | 7.4K | $2.23M |
 PC Connection, Inc. | CNXN | 7.68K | $560.56K |
 Euronet Worldwide, Inc. | EEFT | 7.95K | $581.86K |
 Academy Sports and Outdoors, Inc. | ASO | 8.76K | $412.95K |
 The Buckle, Inc. | BKE | 8.97K | $378.53K |
 IDT Corporation | IDT | 9.11K | $529.95K |
 Thermo Fisher Scientific Inc. | TMO | 9.15K | $4.59M |
 Amdocs Limited | DOX | 9.18K | $464.11K |
 Moody's Corporation | MCO | 9.25K | $4.19M |
 Cass Information Systems, Inc. | CASS | 10.81K | $554.62K |
 Verizon Communications Inc. | VZ | 10.92K | $462.23K |
 First Merchants Corporation | FRME | 11.14K | $486.66K |
 Renasant Corporation | RNST | 11.43K | $486.23K |
 Crane NXT, Co. | CXT | 12.22K | $625.07K |