Stock Taper

WAVERLY ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Carlisle Companies IncorporatedCSL752$272.79K
Silicon Motion Technology CorporationSIMO767$255.66K
MSCI Inc.MSCI772$432.35K
Credo Technology Group Holding LtdCRDO795$216.2K
Spotify Technology S.A.SPOT816$374.65K
Alnylam Pharmaceuticals, Inc.ALNY823$247.75K
Advanced Energy Industries, Inc.AEIS824$307.25K
Nordson CorporationNDSN835$251.91K
FabrinetFN841$472.71K
MKS Inc.MKSI846$376.3K
Markel CorporationMKL855$1.67M
AppLovin CorporationAPP860$443.11K
Ligand Pharmaceuticals IncorporatedLGND870$275K
RBC Bearings IncorporatedRBC926$596.14K
WESCO International, Inc.WCC929$320.91K
Lennox International Inc.LII1.02K$583.26K
Jazz Pharmaceuticals plcJAZZ1.04K$249.89K
Ralph Lauren CorporationRL1.12K$449.18K
Eagle Materials Inc.EXP1.14K$255.6K
Powell Industries, Inc.POWL1.15K$328.45K