Stock Taper 
ROKOS CAPITAL MANAGEMENT LLP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 18.34K | $8.75M |
 Ecolab Inc. | ECL | 18.59K | $5.18M |
 ASE Technology Holding Co., Ltd. | ASX | 18.78K | $847.07K |
 FTAI Aviation Ltd. | FTAI | 19.27K | $5.21M |
 Nokia Oyj | NOK | 19.75K | $261.72K |
 First Solar, Inc. | FSLR | 19.91K | $4.7M |
 Analog Devices, Inc. | ADI | 21.37K | $8.48M |
 Hewlett Packard Enterprise Company | HPE | 24.06K | $1.09M |
 Talen Energy Corporation | TLN | 27.49K | $10.57M |
 Fabrinet | FN | 34.03K | $19.13M |
 Amkor Technology, Inc. | AMKR | 34.49K | $2.97M |
 Ferguson plc | FERG | 34.77K | $8.25M |
 Packaging Corporation of America | PKG | 35.75K | $8.52M |
 Marvell Technology, Inc. | MRVL | 36.79K | $10.95M |
 Formula One Group | FWONA | 38.6K | $3.38M |
 Seagate Technology Holdings plc | STX | 39.32K | $37.93M |
 MSC Industrial Direct Co., Inc. | MSM | 42.98K | $5.11M |
 Baker Hughes Company | BKR | 47.99K | $2.66M |
 Advanced Micro Devices, Inc. | AMD | 48.65K | $28.23M |
 Micron Technology, Inc. | MU | 53.64K | $61.79M |