Stock Taper 
BW GESTAO DE INVESTIMENTOS LTDA.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 MasTec, Inc. | MTZ | 537 | $223.42K |
 AutoZone, Inc. | AZO | 560 | $1.79M |
 Thermo Fisher Scientific Inc. | TMO | 587 | $294.3K |
 Western Digital Corporation | WDC | 776 | $495.65K |
 The Allstate Corporation | ALL | 958 | $227.95K |
 Eli Lilly and Company | LLY | 976 | $1.17M |
 Onto Innovation Inc. | ONTO | 1.06K | $401.54K |
 Stryker Corporation | SYK | 1.13K | $354.82K |
 Globe Life Inc. | GL | 1.13K | $201.55K |
 Chubb Limited | CB | 1.15K | $390.49K |
 Lumentum Holdings Inc. | LITE | 1.16K | $998.78K |
 Motorola Solutions, Inc. | MSI | 1.17K | $486.31K |
 Tesla, Inc. | TSLA | 1.26K | $530.8K |
 DoorDash, Inc. | DASH | 1.28K | $235.65K |
 Moody's Corporation | MCO | 1.35K | $613.25K |
 Teledyne Technologies Incorporated | TDY | 1.4K | $933.66K |
 Lam Research Corporation | LRCX | 1.44K | $623.56K |
 American Tower Corporation | AMT | 1.78K | $291.32K |
 Reddit, Inc. | RDDT | 1.83K | $317.48K |
 L3Harris Technologies, Inc. | LHX | 1.89K | $548.05K |