Stock Taper

GRATICULE ASIA MACRO ADVISORS LLC

Latest 13F filing data - Q2 2026

Holdings

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