Stock Taper 
TEZA CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Sandisk Corporation | SNDK | 189 | $429.74K |
 ASML Holding N.V. | ASML | 214 | $425.74K |
 Monolithic Power Systems, Inc. | MPWR | 279 | $385.68K |
 GE Vernova Inc. | GEV | 372 | $437.34K |
 Valmont Industries, Inc. | VMI | 389 | $224.69K |
 Mastercard Incorporated | MA | 427 | $219.31K |
 Deere & Company | DE | 439 | $278.47K |
 Martin Marietta Materials, Inc. | MLM | 466 | $268.74K |
 SiTime Corporation | SITM | 590 | $439.88K |
 Lumentum Holdings Inc. | LITE | 616 | $528.57K |
 Carlisle Companies Incorporated | CSL | 688 | $249.57K |
 Applied Materials, Inc. | AMAT | 695 | $502.49K |
 Western Digital Corporation | WDC | 715 | $456.69K |
 Fabrinet | FN | 719 | $404.14K |
 Ralph Lauren Corporation | RL | 735 | $295.04K |
 Tesla, Inc. | TSLA | 753 | $316.71K |
 Vulcan Materials Company | VMC | 755 | $222.73K |
 RenaissanceRe Holdings Ltd. | RNR | 764 | $242.11K |
 Teradyne, Inc. | TER | 776 | $375.46K |
 Union Pacific Corporation | UNP | 783 | $212.98K |