Stock Taper 
BW GESTAO DE INVESTIMENTOS LTDA.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Cummins Inc. | CMI | 7.39K | $5.27M |
 LATAM Airlines Group S.A. | LTM | 8K | $466.16K |
 Lennar Corporation | LEN | 8.62K | $780.02K |
 The Hershey Company | HSY | 9.05K | $1.59M |
 Arista Networks, Inc. | ANET | 9.24K | $1.57M |
 Trane Technologies plc | TT | 9.34K | $4.59M |
 Vertiv Holdings Co | VRT | 10.37K | $3.47M |
 Rockwell Automation, Inc. | ROK | 10.43K | $5.16M |
 Southern Copper Corporation | SCCO | 10.79K | $1.88M |
 Five Below, Inc. | FIVE | 11.57K | $2.08M |
 QUALCOMM Incorporated | QCOM | 11.62K | $2.15M |
 CAVA Group, Inc. | CAVA | 11.71K | $919.24K |
 Caterpillar Inc. | CAT | 11.72K | $12.48M |
 Oracle Corporation | ORCL | 11.92K | $1.75M |
 Ameriprise Financial, Inc. | AMP | 12.45K | $5.71M |
 Intel Corp. | INTC | 13K | $1.82M |
 ON Semiconductor Corporation | ON | 13K | $1.23M |
 Trimble Inc. | TRMB | 13.1K | $670.46K |
 Alphabet Inc. | GOOGL | 13.85K | $4.95M |
 Ciena Corporation | CIEN | 13.91K | $6.82M |