Stock Taper 
LAURION CAPITAL MANAGEMENT LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Fortinet, Inc. | FTNT | 5.67K | $870.72K |
 United Parcel Service, Inc. | UPS | 5.7K | $612.75K |
 Insmed Incorporated | INSM | 5.73K | $610.72K |
 MaxLinear, Inc. | MXL | 5.79K | $741.29K |
 Carnival Corporation & plc | CCL | 5.88K | $167.99K |
 AstraZeneca PLC | AZN | 6K | $1.14M |
 Applied Digital Corp. | APLD | 6.08K | $226.82K |
 Skyworks Solutions, Inc. | SWKS | 6.09K | $413.11K |
 CoreWeave, Inc. Class A Common Stock | CRWV | 6.1K | $607.19K |
 Verisk Analytics, Inc. | VRSK | 6.21K | $1.11M |
 Vistra Corp. | VST | 6.6K | $1.05M |
 O'Reilly Automotive, Inc. | ORLY | 6.74K | $620.5K |
 Palo Alto Networks, Inc. | PANW | 7.13K | $2.43M |
 Philip Morris International Inc. | PM | 7.32K | $1.32M |
 Dell Technologies Inc. | DELL | 7.45K | $3.22M |
 Tractor Supply Company | TSCO | 7.51K | $237.33K |
 Viavi Solutions Inc. | VIAV | 7.52K | $359.22K |
 Planet Labs PBC | PL | 7.53K | $249.57K |
 DoorDash, Inc. | DASH | 8.26K | $1.52M |
 IonQ, Inc. | IONQ | 8.61K | $458.41K |