Stock Taper 
BEACONLIGHT CAPITAL, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Natera, Inc. | NTRA | 53.31K | $14.47M |
 Snowflake Inc. | SNOW | 53.18K | $13.53M |
 STMicroelectronics N.V. | STM | 41.33K | $3.1M |
 United Airlines Holdings, Inc. | UAL | 35.17K | $4.78M |
 Champion Homes, Inc. | SKY | 34.06K | $3M |
 Twilio Inc. | TWLO | 29.37K | $6.06M |
 TransMedics Group, Inc. | TMDX | 15.41K | $1.02M |
 Gulfport Energy Corp | GPOR | 15.32K | $2.6M |
 Humana Inc. | HUM | 8.22K | $3.27M |
 Vicor Corporation | VICR | 8.22K | $3.12M |
 Elevance Health Inc. | ELV | 5.95K | $2.3M |