Stock Taper

TRADEWINDS CAPITAL MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Trade Desk, Inc.TTD40$724
Fiverr International Ltd.FVRR40$413
Samsara Inc.IOT40$1.3K
Gilead Sciences, Inc.GILD40$5.05K
Stellantis N.V.STLA40$230
Twilio Inc.TWLO40$8.25K
Quanta Services, Inc.PWR38$27.38K
Macy's, Inc.M36$848
General Motors CompanyGM36$2.77K
Phillips 66PSX34$5.75K
Comfort Systems USA, Inc.FIX34$67.39K
Monolithic Power Systems, Inc.MPWR34$47K
Broadcom Inc.AVGO34$12.84K
The Toronto-Dominion BankTD33$4.01K
Teradyne, Inc.TER32$15.48K
United Therapeutics CorporationUTHR32$17.34K
FedEx Freight Holding Company, Inc.FDXF31$4.68K
CoreWeave, Inc. Class A Common StockCRWV30$2.99K
Organon & Co.OGN30$407
MercadoLibre, Inc.MELI30$50.92K