Stock Taper 
L2 ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 AutoZone, Inc. | AZO | 94 | $300.42K |
 W.W. Grainger, Inc. | GWW | 254 | $345.54K |
 Monolithic Power Systems, Inc. | MPWR | 270 | $373.24K |
 TransDigm Group Incorporated | TDG | 319 | $424.92K |
 United Rentals, Inc. | URI | 357 | $404.44K |
 Lumentum Holdings Inc. | LITE | 400 | $343.22K |
 MSCI Inc. | MSCI | 403 | $225.7K |
 Axon Enterprise, Inc. | AXON | 438 | $245.55K |
 IDEXX Laboratories, Inc. | IDXX | 454 | $239K |
 Comfort Systems USA, Inc. | FIX | 508 | $1.01M |
 Rockwell Automation, Inc. | ROK | 641 | $317.35K |
 NewMarket Corporation | NEU | 685 | $543.23K |
 Parker-Hannifin Corporation | PH | 721 | $705.23K |
 Equinix, Inc. | EQIX | 732 | $763.1K |
 Vulcan Materials Company | VMC | 741 | $218.6K |
 Alnylam Pharmaceuticals, Inc. | ALNY | 768 | $231.17K |
 Cummins Inc. | CMI | 789 | $562.72K |
 BlackRock, Inc. | BLK | 789 | $758.67K |
 Sandisk Corporation | SNDK | 796 | $1.81M |
 Corning Inc | GLW | 800 | $204.34K |