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LAURION CAPITAL MANAGEMENT LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Cameco CorporationCCJ1.54K$157.27K
Jabil Inc.JBL1.54K$592.87K
Aon plcAON1.53K$508.48K
Veeva Systems Inc.VEEV1.52K$269.93K
SPX Technologies, Inc.SPXC1.48K$363.59K
American Tower CorporationAMT1.44K$235.7K
Johnson & JohnsonJNJ1.42K$359.88K
Corpay, Inc.CPAY1.4K$465.25K
F5, Inc.FFIV1.36K$566.95K
Adobe Inc.ADBE1.34K$274.32K
Coherent, Inc.COHR1.33K$523.86K
GE Vernova Inc.GEV1.29K$1.52M
FabrinetFN1.26K$709.35K
Advanced Energy Industries, Inc.AEIS1.23K$457.88K
Axsome Therapeutics, Inc.AXSM1.16K$282.71K
GE AerospaceGE1.14K$427.55K
The Sherwin-Williams CompanySHW1.13K$388.74K
UnitedHealth Group IncorporatedUNH1.09K$453.45K
IDEX CorporationIEX1.07K$243.06K
Onto Innovation Inc.ONTO1.06K$400.78K