Stock Taper 
FULCRUM ASSET MANAGEMENT LLP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Sprinklr, Inc. | CXM | 2.88K | $14.95K |
 CoreWeave, Inc. Class A Common Stock | CRWV | 2.88K | $275.16K |
 Charter Communications, Inc. | CHTR | 2.91K | $424.77K |
 Canadian National Railway Company | CNI | 3K | $360.78K |
 Zoom Communications, Inc. | ZM | 3K | $258.42K |
 Vishay Precision Group, Inc. | VPG | 3K | $426.84K |
 Applied Optoelectronics, Inc. | AAOI | 3.04K | $456K |
 Strategy Inc | MSTR | 3.04K | $281.56K |
 Coherent, Inc. | COHR | 3.04K | $1.19M |
 Blackbaud, Inc. | BLKB | 3.04K | $89.4K |
 Concentrix Corporation | CNXC | 3.06K | $77.25K |
 EnerSys | ENS | 3.06K | $686.73K |
 Toast, Inc. | TOST | 3.09K | $87.07K |
 Zoetis Inc. | ZTS | 3.11K | $228.1K |
 Kulicke and Soffa Industries, Inc. | KLIC | 3.17K | $409.05K |
 Trinity Industries, Inc. | TRN | 3.17K | $110.57K |
 The Boeing Company | BA | 3.17K | $681.43K |
 Versant Media Group, Inc. Class A | VSNT | 3.18K | $114.39K |
 Generac Holdings Inc. | GNRC | 3.19K | $905.64K |
 PACS Group, Inc. | PACS | 3.19K | $127.57K |