Stock Taper

GRATICULE ASIA MACRO ADVISORS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
W.W. Grainger, Inc.GWW22$29.93K
CACI International IncCACI25$11.58K
Moog Inc.MOG-A26$11.02K
Equinix, Inc.EQIX31$32.31K
Northrop Grumman CorporationNOC36$18.34K
Nucor CorporationNUE45$10.02K
GATX CorporationGATX62$10.99K
United Therapeutics CorporationUTHR63$34.13K
Ralph Lauren CorporationRL80$32.11K
Carpenter Technology CorporationCRS92$56.75K
OSI Systems, Inc.OSIS98$21.43K
Woodward, Inc.WWD101$42.97K
Royal Gold, Inc.RGLD110$21.96K
Ligand Pharmaceuticals IncorporatedLGND111$35.09K
United Rentals, Inc.URI127$143.88K
Costco Wholesale CorporationCOST131$122.55K
Packaging Corporation of AmericaPKG143$34.07K
Watsco, Inc.WSO147$61.26K
Natera, Inc.NTRA150$40.72K
Prosperity Bancshares, Inc.PB152$11.1K