Stock Taper 
FULCRUM ASSET MANAGEMENT LLP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Terreno Realty Corporation | TRNO | 1.35K | $88.5K |
 GoDaddy Inc. | GDDY | 1.34K | $114.39K |
 Intuit Inc. | INTU | 1.34K | $356.44K |
 Mohawk Industries, Inc. | MHK | 1.33K | $157.61K |
 NRG Energy, Inc. | NRG | 1.31K | $194.74K |
 Viasat, Inc. | VSAT | 1.3K | $99.54K |
 Grupo Aeroportuario del Sureste, S. A. B. de C. V. | ASR | 1.29K | $397.55K |
 Comfort Systems USA, Inc. | FIX | 1.28K | $2.5M |
 Q2 Holdings, Inc. | QTWO | 1.28K | $60.41K |
 PTC Therapeutics, Inc. | PTCT | 1.27K | $103.92K |
 The Western Union Company | WU | 1.27K | $9.66K |
 Cummins Inc. | CMI | 1.26K | $870.77K |
 Lumentum Holdings Inc. | LITE | 1.26K | $1.07M |
 Nutanix, Inc. | NTNX | 1.19K | $60.76K |
 MKS Inc. | MKSI | 1.18K | $489.63K |
 The Allstate Corporation | ALL | 1.14K | $276.14K |
 Palvella Therapeutics, Inc. | PVLA | 1.13K | $174.35K |
 V2X, Inc. | VVX | 1.1K | $78.13K |
 TransDigm Group Incorporated | TDG | 1.1K | $1.45M |
 Intapp, Inc. | INTA | 1.07K | $26.48K |