Stock Taper 
ROKOS CAPITAL MANAGEMENT LLP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Ecolab Inc. | ECL | 18.59K | $5.18M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 18.34K | $8.75M |
 Rockwell Automation, Inc. | ROK | 16.27K | $8.05M |
 Keysight Technologies, Inc. | KEYS | 13.9K | $4.87M |
 KLA Corporation | KLAC | 12.14K | $3.66M |
 RTX Corporation | RTX | 11.25K | $2.13M |
 United Therapeutics Corporation | UTHR | 10.63K | $5.76M |
 Weatherford International plc | WFRD | 10.46K | $852.95K |
 ONEOK, Inc. | OKE | 9.12K | $793.2K |
 Quanta Services, Inc. | PWR | 8.54K | $6.15M |
 Sanmina Corporation | SANM | 8.41K | $2.13M |
 Texas Instruments Incorporated | TXN | 7.84K | $2.34M |
 Corning Inc | GLW | 5.17K | $1.32M |
 Palo Alto Networks, Inc. | PANW | 5.13K | $1.75M |
 Karman Holdings Inc. | KRMN | 4.84K | $241.76K |
 Datadog, Inc. | DDOG | 3.86K | $1M |
 Caterpillar Inc. | CAT | 3.46K | $3.69M |
 ASML Holding N.V. | ASML | 2.65K | $5.28M |
 Amphenol Corporation | APH | 1.72K | $302.43K |
 Linde plc | LIN | 788 | $408.89K |