Stock Taper

L2 ASSET MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Ciena CorporationCIEN800$392.45K
Moody's CorporationMCO840$380.45K
M&T Bank CorporationMTB846$201.34K
Quanta Services, Inc.PWR852$613.47K
Astera Labs, Inc. Common StockALAB863$416.85K
Spotify Technology S.A.SPOT866$397.61K
Teradyne, Inc.TER893$432.07K
Public StoragePSA901$286.8K
Garmin Ltd.GRMN937$222.57K
Credo Technology Group Holding LtdCRDO942$256.18K
Motorola Solutions, Inc.MSI947$393.28K
Regeneron Pharmaceuticals, Inc.REGN952$593.67K
Westinghouse Air Brake Technologies CorporationWAB960$258.82K
Keysight Technologies, Inc.KEYS1.01K$354.09K
Take-Two Interactive Software, Inc.TTWO1.03K$256.48K
Coherent, Inc.COHR1.07K$420.5K
Synopsys, Inc.SNPS1.09K$486.66K
Old Dominion Freight Line, Inc.ODFL1.09K$236.96K
Ferguson plcFERG1.11K$263.2K
EMCOR Group, Inc.EME1.11K$921.3K