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LAURION CAPITAL MANAGEMENT LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The TJX Companies, Inc.TJX2.69K$408.14K
Ciena CorporationCIEN2.76K$1.36M
Cencora, Inc.COR2.81K$795.17K
Flex Ltd.FLEX2.83K$458.98K
Twilio Inc.TWLO2.92K$602.07K
JPMorgan Chase & Co.JPM2.96K$969.55K
Vertiv Holdings CoVRT3.12K$1.05M
Merck & Co., Inc.MRK3.2K$410.81K
Frontdoor, Inc.FTDR3.26K$252.94K
Monster Beverage CorporationMNST3.38K$325.37K
Alnylam Pharmaceuticals, Inc.ALNY3.39K$1.02M
Guardant Health, Inc.GH3.4K$510.4K
Rambus Inc.RMBS3.41K$453.17K
T-Mobile US, Inc.TMUS3.58K$599.8K
Monolithic Power Systems, Inc.MPWR3.58K$4.95M
Lumentum Holdings Inc.LITE3.59K$3.08M
McDonald's CorporationMCD3.82K$1.03M
Incyte CorporationINCY3.82K$433.15K
Arrowhead Pharmaceuticals, Inc.ARWR3.93K$320.25K
Howmet Aerospace Inc.HWM3.97K$1.07M