Stock Taper 
CHECCHI CAPITAL ADVISERS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 CrowdStrike Holdings, Inc. | CRWD | 616 | $470.09K |
 United Rentals, Inc. | URI | 644 | $729.58K |
 Watsco, Inc. | WSO | 649 | $270.46K |
 West Pharmaceutical Services, Inc. | WST | 654 | $234.79K |
 Vertiv Holdings Co | VRT | 671 | $224.66K |
 Waters Corporation | WAT | 806 | $302.28K |
 Ferrari N.V. | RACE | 807 | $300.37K |
 MSCI Inc. | MSCI | 833 | $466.51K |
 Lumentum Holdings Inc. | LITE | 853 | $731.92K |
 Take-Two Interactive Software, Inc. | TTWO | 854 | $213.36K |
 Western Digital Corporation | WDC | 859 | $548.66K |
 Roper Technologies, Inc. | ROP | 877 | $296.77K |
 Credo Technology Group Holding Ltd | CRDO | 883 | $240.13K |
 Datadog, Inc. | DDOG | 884 | $230.16K |
 Corpay, Inc. | CPAY | 894 | $297.78K |
 AppLovin Corporation | APP | 929 | $478.65K |
 TransDigm Group Incorporated | TDG | 931 | $1.24M |
 Essex Property Trust, Inc. | ESS | 937 | $273.23K |
 Lincoln Electric Holdings, Inc. | LECO | 962 | $255.42K |
 Labcorp Holdings Inc. | LH | 966 | $270.48K |