Stock Taper

VIVALDI CAPITAL MANAGEMENT LP

Latest 13F filing data - Q1 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Agnico Eagle Mines LimitedAEM2.28K$461.98K
Philip Morris International Inc.PM2.24K$369.87K
Taiwan Semiconductor Manufacturing Company LimitedTSM2.22K$748.9K
UnitedHealth Group IncorporatedUNH2.21K$597.62K
Chevron CorporationCVX2.2K$454.77K
Advanced Micro Devices, Inc.AMD2.17K$441.04K
Reddit, Inc.RDDT2.13K$286.94K
Norfolk Southern CorporationNSC2.02K$581.17K
Costco Wholesale CorporationCOST1.94K$1.94M
Texas Instruments IncorporatedTXN1.78K$346.15K
Constellation Energy CorporationCEG1.73K$483.38K
McDonald's CorporationMCD1.71K$529.9K
Danaher CorporationDHR1.23K$233.78K
The Progressive CorporationPGR1.19K$236.3K
International Business Machines CorporationIBM1.07K$259.64K
American Express CompanyAXP1.04K$314.28K
Union Pacific CorporationUNP1K$243.1K
Illinois Tool Works Inc.ITW904$235.3K
Motorola Solutions, Inc.MSI888$385.42K
Mastercard IncorporatedMA846$422.71K