Stock Taper

LAURION CAPITAL MANAGEMENT LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Adobe Inc.ADBE1.34K$274.32K
F5, Inc.FFIV1.36K$566.95K
Corpay, Inc.CPAY1.4K$465.25K
Johnson & JohnsonJNJ1.42K$359.88K
American Tower CorporationAMT1.44K$235.7K
SPX Technologies, Inc.SPXC1.48K$363.59K
Veeva Systems Inc.VEEV1.52K$269.93K
Aon plcAON1.53K$508.48K
Jabil Inc.JBL1.54K$592.87K
Cameco CorporationCCJ1.54K$157.27K
Marriott International, Inc.MAR1.62K$600.36K
VeriSign, Inc.VRSN1.65K$415.83K
Modine Manufacturing CompanyMOD1.66K$444.05K
Nucor CorporationNUE1.68K$373.33K
Sandisk CorporationSNDK1.69K$3.84M
Novo Nordisk A/SNVO1.69K$81.11K
Paycom Software, Inc.PAYC1.74K$219.19K
The Ensign Group, Inc.ENSG1.76K$281.49K
J.B. Hunt Transport Services, Inc.JBHT1.84K$533.42K
Marvell Technology, Inc.MRVL1.85K$551.39K