Stock Taper 
ROKOS CAPITAL MANAGEMENT LLP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Vistra Corp. | VST | 202.53K | $32.13M |
 Flowserve Corporation | FLS | 201.39K | $14.94M |
 Meta Platforms, Inc. | META | 201.19K | $113.33M |
 ATI Inc. | ATI | 180.94K | $35.66M |
 Element Solutions Inc | ESI | 176.36K | $8.42M |
 Fluor Corporation | FLR | 176.16K | $9.23M |
 Cameco Corporation | CCJ | 174.58K | $17.78M |
 Intel Corp. | INTC | 169.69K | $23.67M |
 TTM Technologies, Inc. | TTMI | 166.38K | $31.12M |
 Occidental Petroleum Corporation | OXY | 158.6K | $7.7M |
 Applied Materials, Inc. | AMAT | 146.18K | $105.67M |
 Space Exploration Technologies Corp. | SPCX | 140.01K | $23.92M |
 TeraWulf Inc. | WULF | 138.71K | $3.42M |
 Natera, Inc. | NTRA | 137.05K | $37.21M |
 Smurfit Westrock plc | SW | 134.65K | $6.23M |
 Walmart Inc. | WMT | 132.79K | $15.04M |
 Ciena Corporation | CIEN | 127.05K | $62.33M |
 Valero Energy Corporation | VLO | 124.56K | $32.44M |
 Cipher Mining Inc. | CIFR | 112.1K | $2.74M |
 Tesla, Inc. | TSLA | 111.48K | $46.87M |