Stock Taper

GROUND SWELL CAPITAL, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
W.W. Grainger, Inc.GWW227$308.81K
Equinix, Inc.EQIX269$280.4K
Monolithic Power Systems, Inc.MPWR286$395.36K
WESCO International, Inc.WCC654$225.91K
MACOM Technology Solutions Holdings, Inc.MTSI712$270.82K
Williams-Sonoma, Inc.WSM959$223.54K
Lumentum Holdings Inc.LITE1.1K$947.3K
Lam Research CorporationLRCX1.31K$568.53K
MKS Inc.MKSI1.39K$619.16K
Axsome Therapeutics, Inc.AXSM1.48K$361.04K
Avis Budget Group, Inc.CAR1.53K$226.77K
Tesla, Inc.TSLA1.6K$674.22K
ASML Holding N.V.ASML1.65K$3.29M
Cincinnati Financial CorporationCINF1.82K$336.58K
AppFolio Inc.APPF1.94K$311.4K
Accenture plcACN1.94K$241.66K
Dollar General CorporationDG2.05K$236.44K
Deckers Outdoor CorporationDECK2.12K$210.79K
Construction Partners, Inc.ROAD2.19K$260.58K
AXIS Capital Holdings LimitedAXS2.27K$244.43K