Stock Taper 
TEZA CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Keurig Dr Pepper Inc. | KDP | 7.37K | $241.29K |
 Wolfspeed Inc. | WOLF | 7.18K | $346.68K |
 NVIDIA Corporation | NVDA | 6.71K | $1.34M |
 Microchip Technology Incorporated | MCHP | 6.69K | $609.76K |
 Occidental Petroleum Corporation | OXY | 6.39K | $310.51K |
 nLIGHT, Inc. | LASR | 6.37K | $443.62K |
 Boston Scientific Corporation | BSX | 6.26K | $267.09K |
 PPL Corporation | PPL | 6.17K | $224.13K |
 Exelon Corporation | EXC | 6.01K | $280.33K |
 Halliburton Company | HAL | 5.95K | $201.83K |
 Veeco Instruments Inc. | VECO | 5.18K | $392.57K |
 AXT, Inc. | AXTI | 4.88K | $351.53K |
 Citigroup Inc. | C | 4.45K | $622.54K |
 Corning Inc | GLW | 4.43K | $1.13M |
 Ichor Holdings, Ltd. | ICHR | 4.24K | $476.18K |
 Pinnacle West Capital Corporation | PNW | 3.87K | $413.77K |
 ACM Research, Inc. | ACMR | 3.75K | $476.35K |
 Cisco Systems, Inc. | CSCO | 3.57K | $419.33K |
 Ultra Clean Holdings, Inc. | UCTT | 3.54K | $504.63K |
 Morgan Stanley | MS | 3.44K | $719.1K |