Stock Taper

LAURION CAPITAL MANAGEMENT LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Monster Beverage CorporationMNST3.38K$325.37K
Frontdoor, Inc.FTDR3.26K$252.94K
Merck & Co., Inc.MRK3.2K$410.81K
Vertiv Holdings CoVRT3.12K$1.05M
JPMorgan Chase & Co.JPM2.96K$969.55K
Twilio Inc.TWLO2.92K$602.07K
Flex Ltd.FLEX2.83K$458.98K
Cencora, Inc.COR2.81K$795.17K
Ciena CorporationCIEN2.76K$1.36M
The TJX Companies, Inc.TJX2.69K$408.14K
Semtech CorporationSMTC2.62K$423.4K
Illumina, Inc.ILMN2.53K$444.15K
The Charles Schwab CorporationSCHW2.47K$228K
Visa Inc.V2.44K$838.17K
Sanmina CorporationSANM2.43K$614.23K
NXP Semiconductors N.V.NXPI2.42K$680.65K
Williams-Sonoma, Inc.WSM2.42K$563.4K
Hilton Worldwide Holdings Inc.HLT2.41K$796.08K
Deckers Outdoor CorporationDECK2.37K$235.42K
FormFactor, Inc.FORM2.33K$372.16K