Stock Taper 
WATERSHED ASSET MANAGEMENT, L.L.C.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Euronet Worldwide, Inc. | EEFT | 7.95K | $581.86K |
 PC Connection, Inc. | CNXN | 7.68K | $560.56K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 7.4K | $3.53M |
 KLA Corporation | KLAC | 7.4K | $2.23M |
 Korn Ferry | KFY | 7.31K | $486.7K |
 GoDaddy Inc. | GDDY | 6.85K | $581.26K |
 EPAM Systems, Inc. | EPAM | 6.79K | $539.1K |
 Amkor Technology, Inc. | AMKR | 6.72K | $579.12K |
 ePlus inc. | PLUS | 6.7K | $557.56K |
 Prosperity Bancshares, Inc. | PB | 6.64K | $485.21K |
 Diebold Nixdorf, Incorporated | DBD | 6.57K | $558.75K |
 Weis Markets, Inc. | WMK | 6.52K | $510.82K |
 Meta Platforms, Inc. | META | 6.39K | $3.6M |
 ANI Pharmaceuticals, Inc. | ANIP | 6.28K | $519.45K |
 Zoom Communications, Inc. | ZM | 6.21K | $535.55K |
 Analog Devices, Inc. | ADI | 6K | $2.38M |
 Avnet, Inc. | AVT | 5.99K | $532.39K |
 Ingles Markets, Incorporated | IMKTA | 5.75K | $508.89K |
 SkyWest, Inc. | SKYW | 5.49K | $545.52K |
 PHINIA Inc. | PHIN | 5.31K | $437.38K |