Stock Taper

LAURION CAPITAL MANAGEMENT LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
NetApp, Inc.NTAP11.43K$1.77M
Amrize LtdAMRZ11.75K$626.27K
Ferguson plcFERG11.99K$2.85M
Humacyte, Inc.HUMA12.26K$9.56K
Quantum-Si incorporatedQSI12.75K$11.28K
Devon Energy CorporationDVN13.2K$545.42K
Hess Midstream LPHESM13.35K$502K
Microchip Technology IncorporatedMCHP13.76K$1.26M
Western Digital CorporationWDC14.02K$8.95M
Jefferies Financial Group Inc.JEF14.74K$736.61K
Comcast CorporationCMCSA14.78K$362.9K
Broadcom Inc.AVGO14.92K$5.64M
Block, Inc.XYZ15.31K$1.16M
Cheniere Energy, Inc.LNG15.67K$3.75M
Valero Energy CorporationVLO15.79K$4.11M
Delta Air Lines, Inc.DAL15.84K$1.48M
eBay Inc.EBAY15.92K$1.78M
Uber Technologies, Inc.UBER15.98K$1.15M
Oracle CorporationORCL16.9K$2.48M
Chevron CorporationCVX18.16K$3.01M