Stock Taper 
BW GESTAO DE INVESTIMENTOS LTDA.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Zscaler, Inc. | ZS | 35.69K | $5.04M |
 Axos Financial, Inc. | AX | 35K | $3.41M |
 Allegro MicroSystems, Inc. | ALGM | 34.11K | $2.37M |
 Brinker International, Inc. | EAT | 34.03K | $5.72M |
 CarMax, Inc. | KMX | 33.5K | $1.77M |
 Eagle Materials Inc. | EXP | 31.62K | $7.11M |
 Advanced Micro Devices, Inc. | AMD | 31.05K | $18.04M |
 Qualys, Inc. | QLYS | 30.63K | $4.21M |
 Oshkosh Corp | OSK | 29.33K | $4.5M |
 Alcoa Corporation | AA | 29.11K | $1.52M |
 MKS Inc. | MKSI | 27.75K | $12.34M |
 J.B. Hunt Transport Services, Inc. | JBHT | 27.6K | $7.99M |
 Snowflake Inc. | SNOW | 27.2K | $6.92M |
 Marriott Vacations Worldwide Corporation | VAC | 27K | $2.75M |
 Okta, Inc. | OKTA | 25.81K | $3.52M |
 Ternium S.A. | TX | 25K | $1.07M |
 PPG Industries, Inc. | PPG | 24.91K | $3.02M |
 United Airlines Holdings, Inc. | UAL | 24.81K | $3.37M |
 Crocs, Inc. | CROX | 24.65K | $2.97M |
 The Estée Lauder Companies Inc. | EL | 24.52K | $1.94M |