Stock Taper 
ROKOS CAPITAL MANAGEMENT LLP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Flowserve Corporation | FLS | 201.39K | $14.94M |
 Vistra Corp. | VST | 202.53K | $32.13M |
 Amcor plc | AMCR | 209K | $9.06M |
 XP Inc. | XP | 220.15K | $3.58M |
 Lam Research Corporation | LRCX | 237.27K | $102.79M |
 Honeywell International Inc. | HON | 237.51K | $53.18M |
 Rocket Companies, Inc. | RKT | 242.67K | $3.83M |
 Corteva, Inc. | CTVA | 245.57K | $20.79M |
 Broadcom Inc. | AVGO | 260.12K | $98.15M |
 Parsons Corporation | PSN | 263.32K | $13.8M |
 Telephone and Data Systems, Inc. | TDS | 267.64K | $9.91M |
 Microsoft Corporation | MSFT | 279.21K | $104.13M |
 Norfolk Southern Corporation | NSC | 314.67K | $98.97M |
 Celanese Corporation | CE | 320.49K | $14.74M |
 USA Rare Earth Inc | USAR | 345.99K | $7.46M |
 Delta Air Lines, Inc. | DAL | 353.74K | $33.13M |
 Century Aluminum Company | CENX | 355K | $16.34M |
 NexGen Energy Ltd. | NXE | 363.09K | $3.41M |
 Amazon.com, Inc. | AMZN | 397.84K | $94.8M |
 Slb N.V. | SLB | 415.61K | $19.32M |