Stock Taper

PICTON MAHONEY ASSET MANAGEMENT

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
AramarkARMK205.06K$11.67M
FIGS, Inc.FIGS203.16K$2.08M
Telephone and Data Systems, Inc.TDS202.91K$7.51M
Devon Energy CorporationDVN202.13K$8.35M
RadNet, Inc.RDNT202K$12.46M
Microsoft CorporationMSFT195.88K$73.07M
The TJX Companies, Inc.TJX192.53K$29.17M
Guardant Health, Inc.GH191.88K$28.79M
EA ELECTRONIC ARTS INCEA189.69K$38.89M
JPMorgan Chase & Co.JPM185.75K$60.8M
Robinhood Markets, Inc.HOOD184.37K$18.49M
Atlas Energy Solutions Inc.AESI182.66K$3.03M
TFI International Inc.TFII182.51K$26.21M
Planet Labs PBCPL181.62K$6.02M
uniQure N.V.QURE181.22K$8.35M
Versigent PLCVGNT179K$7.52M
Merck & Co., Inc.MRK176.84K$22.72M
Evergy, Inc.EVRG175.32K$15.15M
U.S. BancorpUSB174.91K$10.56M
Braze, Inc.BRZE173.38K$3.76M