Stock Taper 
LINGOHR & PARTNER ASSET MANAGEMENT GMBH
Latest 13F filing data - Q3 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Enact Holdings Inc. | ACT | 9.3K | $357K |
 Flex Ltd. | FLEX | 9.28K | $538K |
 AXIS Capital Holdings Limited | AXS | 9.13K | $875K |
 Dell Technologies Inc. | DELL | 8.9K | $1.26M |
 Vista Energy, S.A.B. de C.V. | VIST | 8.78K | $302K |
 Penguin Solutions, Inc. | PENG | 8.49K | $223K |
 Wells Fargo & Company | WFC | 8.19K | $686K |
 nVent Electric plc | NVT | 8.13K | $800K |
 Exxon Mobil Corporation | XOM | 7.61K | $858K |
 Alphabet Inc. | GOOGL | 7.56K | $1.84M |
 BioNTech SE | BNTX | 6.82K | $673K |
 Gilead Sciences, Inc. | GILD | 6.74K | $748K |
 Lam Research Corporation | LRCX | 6.36K | $851K |
 CarGurus, Inc. | CARG | 6.35K | $236K |
 Cognizant Technology Solutions Corporation | CTSH | 6.33K | $424K |
 McKesson Corporation | MCK | 6.27K | $4.84M |
 Freeport-McMoRan Inc. | FCX | 6.23K | $243K |
 Yum China Holdings, Inc. | YUMC | 6K | $258K |
 Collegium Pharmaceutical, Inc. | COLL | 5.87K | $205K |
 Advanced Micro Devices, Inc. | AMD | 5.21K | $844K |