EMPIRICAL CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ROKU | 346K | $32.71M |
 | WMT | 170K | $21.13M |
 | GOOGL | 133K | $38.10M |
 | TTWO | 82K | $16.10M |
 | TJX | 78K | $12.38M |
 | AMZN | 72K | $14.91M |
 | PLTR | 69K | $10.09M |
 | TFIN | 30K | $1.82M |
 | NFLX | 19K | $1.87M |
 | COST | 11K | $11.31M |
 | GNRC | 9K | $1.78M |
 | RDDT | 9K | $1.21M |
 | TSLA | 6K | $2.23M |
 | XPO | 5K | $973.00K |
 | JBHT | 2K | $318.00K |
Roku, Inc.
ROKU
Shares Held
346K
Value
$32.71M
Walmart Inc.
WMT
Shares Held
170K
Value
$21.13M
Alphabet Inc.
GOOGL
Shares Held
133K
Value
$38.10M
Take-Two Interactive Software, Inc.
TTWO
Shares Held
82K
Value
$16.10M
The TJX Companies, Inc.
TJX
Shares Held
78K
Value
$12.38M
Amazon.com, Inc.
AMZN
Shares Held
72K
Value
$14.91M
Palantir Technologies Inc.
PLTR
Shares Held
69K
Value
$10.09M
Triumph Financial, Inc.
TFIN
Shares Held
30K
Value
$1.82M
Netflix, Inc.
NFLX
Shares Held
19K
Value
$1.87M
Costco Wholesale Corporation
COST
Shares Held
11K
Value
$11.31M
Generac Holdings Inc.
GNRC
Shares Held
9K
Value
$1.78M
Reddit, Inc.
RDDT
Shares Held
9K
Value
$1.21M
Tesla, Inc.
TSLA
Shares Held
6K
Value
$2.23M
XPO Logistics, Inc.
XPO
Shares Held
5K
Value
$973.00K
J.B. Hunt Transport Services, Inc.
JBHT
Shares Held
2K
Value
$318.00K