Stock Taper 
BW GESTAO DE INVESTIMENTOS LTDA.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Brinker International, Inc. | EAT | 34.03K | $5.72M |
 Allegro MicroSystems, Inc. | ALGM | 34.11K | $2.37M |
 Axos Financial, Inc. | AX | 35K | $3.41M |
 Zscaler, Inc. | ZS | 35.69K | $5.04M |
 STMicroelectronics N.V. | STM | 36K | $2.7M |
 Polaris Inc. | PII | 36.84K | $2.52M |
 Delta Air Lines, Inc. | DAL | 37K | $3.47M |
 Union Pacific Corporation | UNP | 38.8K | $10.55M |
 Micron Technology, Inc. | MU | 39.21K | $45.26M |
 Birkenstock Holding plc | BIRK | 40.56K | $1.75M |
 Morgan Stanley | MS | 40.7K | $8.51M |
 EPAM Systems, Inc. | EPAM | 41.3K | $3.28M |
 Ross Stores, Inc. | ROST | 41.41K | $8.81M |
 Banner Corporation | BANR | 42.5K | $2.82M |
 Rubrik, Inc. | RBRK | 45.99K | $3.69M |
 DICK'S Sporting Goods, Inc. | DKS | 47.3K | $10.73M |
 The Bancorp, Inc. | TBBK | 48K | $3.01M |
 Match Group, Inc. | MTCH | 49.8K | $1.89M |
 Terex Corporation | TEX | 50K | $3.62M |
 Texas Capital Bancshares, Inc. | TCBI | 50K | $5.16M |