Stock Taper 
COVEA FINANCE
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Equinix, Inc. | EQIX | 3.06K | $3.19M |
 Mettler-Toledo International Inc. | MTD | 3.51K | $4.48M |
 AeroVironment, Inc. | AVAV | 5.5K | $907.88K |
 Arm Holdings plc American Depositary Shares | ARM | 6.28K | $2.23M |
 CrowdStrike Holdings, Inc. | CRWD | 7.4K | $5.65M |
 Centrus Energy Corp. | LEU | 8.5K | $1.43M |
 Evercore Inc. | EVR | 9.1K | $3.11M |
 The Home Depot, Inc. | HD | 9.21K | $3.25M |
 Carlisle Companies Incorporated | CSL | 9.4K | $3.41M |
 Roper Technologies, Inc. | ROP | 9.83K | $3.33M |
 Chemed Corporation | CHE | 9.9K | $4.61M |
 Zebra Technologies Corporation | ZBRA | 10.1K | $2.66M |
 Deere & Company | DE | 10.24K | $6.5M |
 Teradyne, Inc. | TER | 10.7K | $5.18M |
 Materion Corporation | MTRN | 12.1K | $3.6M |
 Applied Optoelectronics, Inc. | AAOI | 14.1K | $2.09M |
 Woodward, Inc. | WWD | 14.17K | $6.03M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 15K | $7.16M |
 Valmont Industries, Inc. | VMI | 16.8K | $9.7M |
 Burlington Stores, Inc. | BURL | 20.3K | $6.43M |