Stock Taper

ACT CAPITAL MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Micron Technology, Inc.MU200$230.86K
Space Exploration Technologies Corp.SPCX800$136.69K
Praxis Precision Medicines, Inc.PRAX2.7K$903.93K
GeneDx Holdings Corp.WGS4K$274.6K
AXT, Inc.AXTI4.9K$353.19K
Palantir Technologies Inc.PLTR5.5K$641.68K
Cerebras Systems Inc.CBRS5.6K$1.24M
Scholar Rock Holding CorporationSRRK6K$330K
Warrior Met Coal, Inc.HCC6K$486.96K
Applied Optoelectronics, Inc.AAOI6K$888.96K
ON Semiconductor CorporationON6K$567.24K
Nebius Group N.V.NBIS6.8K$1.88M
Bloom Energy CorporationBE7.5K$2.27M
Cameco CorporationCCJ8.4K$855.62K
Stratasys Ltd.SSYS10K$85.6K
Tesla, Inc.TSLA10.8K$4.54M
Amazon.com, Inc.AMZN12.9K$3.07M
Ambarella, Inc.AMBA16K$1.37M
Palvella Therapeutics, Inc.PVLA22.5K$3.44M
Infleqtion IncINFQ25K$333K