Stock Taper

GOTHAM ASSET MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Spotify Technology S.A.SPOT35.06K$16.1M
Valaris LimitedVAL35.28K$2.56M
Inspire Medical Systems, Inc.INSP35.82K$1.6M
Harmony Biosciences Holdings, Inc.HRMY35.87K$1.31M
Texas Pacific Land CorporationTPL35.93K$15.72M
Axon Enterprise, Inc.AXON35.97K$20.16M
Gulfport Energy CorpGPOR36.2K$6.14M
Akamai Technologies, Inc.AKAM36.22K$4.28M
Constellation Energy CorporationCEG36.3K$9.02M
Martin Marietta Materials, Inc.MLM36.67K$21.15M
Xerox Holdings CorporationXRX36.77K$115.09K
PACCAR IncPCAR36.95K$4.44M
SunCoke Energy, Inc.SXC36.98K$297.67K
Celsius Holdings, Inc.CELH37.02K$1.08M
Microvast Holdings, Inc.MVST37.08K$43.38K
Medpace Holdings, Inc.MEDP37.6K$19.91M
HEICO CorporationHEI37.66K$13.41M
Steven Madden, Ltd.SHOO37.96K$1.6M
Super Micro Computer, Inc.SMCI38.37K$1.13M
Dominion Energy, Inc.D38.5K$2.63M