Stock Taper 
PALOGIC VALUE MANAGEMENT, L.P.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 NVIDIA Corporation | NVDA | 7.33K | $1.47M |
 Palo Alto Networks, Inc. | PANW | 6.55K | $2.23M |
 JPMorgan Chase & Co. | JPM | 6.47K | $2.12M |
 Dolby Laboratories, Inc. | DLB | 6.36K | $334.15K |
 SAP SE | SAP | 6.24K | $962.11K |
 EOG Resources, Inc. | EOG | 5.73K | $742.96K |
 Duke Energy Corporation | DUK | 5.54K | $700.87K |
 Texas Instruments Incorporated | TXN | 5.1K | $1.52M |
 Walmart Inc. | WMT | 5K | $566K |
 Palantir Technologies Inc. | PLTR | 5K | $583K |
 Mueller Industries, Inc. | MLI | 4.6K | $282.46K |
| AC AVALONBAY CMNTYS INC | AVB | 4.52K | $852.5K |
 Merck & Co., Inc. | MRK | 4.39K | $564.76K |
 First Solar, Inc. | FSLR | 4.35K | $1.03M |
 Texas Capital Bancshares, Inc. | TCBI | 4K | $413.45K |
 Union Pacific Corporation | UNP | 3.77K | $1.03M |
 ServiceNow, Inc. | NOW | 3.54K | $351.95K |
 FedEx Corporation | FDX | 3.48K | $1.09M |
 Cheniere Energy, Inc. | LNG | 3.45K | $824.59K |
 Argan, Inc. | AGX | 2.8K | $2.24M |