Stock Taper 
GUARDIAN POINT CAPITAL, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 NVR, Inc. | NVR | 2K | $13.63M |
 Littelfuse, Inc. | LFUS | 20K | $9.11M |
 Ares Management Corporation | ARES | 75K | $8.35M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 90K | $42.98M |
 Alphabet Inc. | GOOG | 100K | $35.33M |
 Onto Innovation Inc. | ONTO | 110K | $41.63M |
 Turning Point Brands, Inc. | TPB | 125K | $10.6M |
 Amazon.com, Inc. | AMZN | 150K | $35.75M |
 Suncor Energy Inc. | SU | 250K | $13.44M |
 Canadian Natural Resources Limited | CNQ | 400K | $15.8M |
 Apollo Global Management, Inc. | APO | 500K | $59.16M |
 Ryan Specialty Holdings, Inc. | RYAN | 500K | $18.88M |