Stock Taper

CIM, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Veeco Instruments Inc.VECO10.68K$809.32K
Micron Technology, Inc.MU11.45K$13.21M
SharkNinja, Inc.SN11.54K$1.76M
Packaging Corporation of AmericaPKG11.68K$2.78M
Deckers Outdoor CorporationDECK12.22K$1.21M
Aehr Test SystemsAEHR12.26K$1.18M
Sterling Infrastructure, Inc.STRL12.46K$10.46M
ACM Research, Inc.ACMR12.53K$1.59M
Napco Security Technologies, Inc.NSSC12.75K$484.37K
Simon Property Group, Inc.SPG12.95K$2.9M
SPX Technologies, Inc.SPXC12.97K$3.18M
American Superconductor CorporationAMSC12.98K$538.88K
Five Below, Inc.FIVE13.16K$2.37M
Harmony Biosciences Holdings, Inc.HRMY13.33K$485.2K
Walmart Inc.WMT14.07K$1.59M
ESCO Technologies Inc.ESE14.14K$4.95M
Stoke Therapeutics, Inc.STOK14.56K$476.27K
Global Ship Lease, Inc.GSL14.66K$551.06K
ASML Holding N.V.ASML14.86K$29.57M
Camtek Ltd.CAMT14.97K$2.44M