Stock Taper 
PICTON MAHONEY ASSET MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Okta, Inc. | OKTA | 90.52K | $12.35M |
 Teradata Corporation | TDC | 90.55K | $3.14M |
 Reddit, Inc. | RDDT | 90.74K | $15.75M |
 Cardinal Health, Inc. | CAH | 91.61K | $21.76M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 92.04K | $43.95M |
 Gentex Corporation | GNTX | 94.31K | $2.38M |
 Associated Banc-Corp | ASB | 95K | $2.92M |
 The Procter & Gamble Company | PG | 95.43K | $13.99M |
 Johnson & Johnson | JNJ | 96.59K | $24.53M |
 RB Global, Inc. | RBA | 96.84K | $11.25M |
 Healthcare Services Group, Inc. | HCSG | 101.33K | $2.49M |
 Palo Alto Networks, Inc. | PANW | 101.97K | $34.77M |
 Twilio Inc. | TWLO | 102.63K | $21.17M |
 Radian Group Inc. | RDN | 102.83K | $3.87M |
 The Kraft Heinz Company | KHC | 103.31K | $2.44M |
 Bowhead Specialty Holdings Inc. | BOW | 103.83K | $3.11M |
 Adient plc | ADNT | 104.88K | $1.93M |
 CSX Corporation | CSX | 107.07K | $5.09M |
 Agilent Technologies, Inc. | A | 107.65K | $14.3M |
 Tradeweb Markets Inc. | TW | 108.18K | $10.78M |