Stock Taper

LYON STREET CAPITAL, LLC

Latest 13F filing data - Q1 2022

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Churchill Downs IncorporatedCHDN2.35K$521K
Costco Wholesale CorporationCOST2.25K$1.3M
Workday, Inc.WDAY2K$479K
Pool CorporationPOOL2K$846K
Palo Alto Networks, Inc.PANW1.8K$1.12M
Lam Research CorporationLRCX1.7K$916K
Tyler Technologies, Inc.TYL900$400K
Markel CorporationMKL750$1.11M
Alphabet Inc.GOOGL500$1.39M
Amazon.com, Inc.AMZN500$1.63M
Tesla, Inc.TSLA500$539K
NVR, Inc.NVR130$581K