Stock Taper 
VOLEON CAPITAL MANAGEMENT LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 argenx SE | ARGX | 217 | $201.33K |
 NVR, Inc. | NVR | 276 | $1.88M |
 Monolithic Power Systems, Inc. | MPWR | 408 | $564K |
 Quanta Services, Inc. | PWR | 418 | $300.98K |
 Western Digital Corporation | WDC | 435 | $277.84K |
 Deere & Company | DE | 500 | $317.17K |
 Chemed Corporation | CHE | 571 | $265.94K |
 Everest Group, Ltd. | EG | 580 | $207.19K |
 TransDigm Group Incorporated | TDG | 588 | $783.24K |
 Elevance Health Inc. | ELV | 588 | $227.4K |
 Graham Holdings Company | GHC | 615 | $701.97K |
 MercadoLibre, Inc. | MELI | 630 | $1.07M |
 S&P Global Inc. | SPGI | 645 | $262.68K |
 Thermo Fisher Scientific Inc. | TMO | 675 | $338.42K |
 Comfort Systems USA, Inc. | FIX | 691 | $1.37M |
 Linde plc | LIN | 764 | $396.47K |
 J.B. Hunt Transport Services, Inc. | JBHT | 797 | $230.68K |
 United Rentals, Inc. | URI | 811 | $918.77K |
 Cadence Design Systems, Inc. | CDNS | 848 | $318.27K |
 First Solar, Inc. | FSLR | 852 | $201.04K |