Stock Taper 
EMPIRICAL CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Roku, Inc. | ROKU | 443.36K | $61.25M |
 Take-Two Interactive Software, Inc. | TTWO | 391.38K | $97.83M |
 Walmart Inc. | WMT | 170K | $19.25M |
 Reddit, Inc. | RDDT | 156.8K | $27.22M |
 Palantir Technologies Inc. | PLTR | 127K | $14.82M |
 Amazon.com, Inc. | AMZN | 121.6K | $28.98M |
 Alphabet Inc. | GOOGL | 100.5K | $35.92M |
 J.B. Hunt Transport Services, Inc. | JBHT | 79.9K | $23.13M |
 The TJX Companies, Inc. | TJX | 77.5K | $11.74M |
 Fox Corporation | FOXA | 63.4K | $3.31M |
 Triumph Financial, Inc. | TFIN | 50K | $3.82M |
 Costco Wholesale Corporation | COST | 31.35K | $29.33M |
 Generac Holdings Inc. | GNRC | 18K | $5.27M |
 Hims & Hers Health, Inc. | HIMS | 7.5K | $260K |
 Werner Enterprises, Inc. | WERN | 6K | $262K |
 Tesla, Inc. | TSLA | 6K | $2.52M |
 XPO Logistics, Inc. | XPO | 5K | $1.03M |