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LAURION CAPITAL MANAGEMENT LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Space Exploration Technologies Corp.SPCX4.68K$799.11K
CDW CorporationCDW4.65K$653.7K
American Healthcare REIT, Inc.AHR4.51K$235.41K
Nextpower Inc.NXT4.42K$527.19K
Church & Dwight Co., Inc.CHD4.4K$426.47K
FTAI Aviation Ltd.FTAI4.39K$1.19M
Omnicom Group Inc.OMC4.29K$312.81K
CarMax, Inc.KMX4.28K$226.53K
Deere & CompanyDE4.24K$2.69M
Cisco Systems, Inc.CSCO4.05K$475.36K
Howmet Aerospace Inc.HWM3.97K$1.07M
Arrowhead Pharmaceuticals, Inc.ARWR3.93K$320.25K
Incyte CorporationINCY3.82K$433.15K
McDonald's CorporationMCD3.82K$1.03M
Lumentum Holdings Inc.LITE3.59K$3.08M
Monolithic Power Systems, Inc.MPWR3.58K$4.95M
T-Mobile US, Inc.TMUS3.58K$599.8K
Rambus Inc.RMBS3.41K$453.17K
Guardant Health, Inc.GH3.4K$510.4K
Alnylam Pharmaceuticals, Inc.ALNY3.39K$1.02M