Stock Taper 
CASTLE HOOK PARTNERS LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Lumentum Holdings Inc. | LITE | 3K | $2.58M |
 Advanced Micro Devices, Inc. | AMD | 3.37K | $1.96M |
 Coherent, Inc. | COHR | 5.21K | $2.05M |
 Twist Bioscience Corporation | TWST | 10.68K | $1.1M |
 Nucor Corporation | NUE | 24.67K | $5.49M |
 Reddit, Inc. | RDDT | 39.51K | $6.86M |
 Comfort Systems USA, Inc. | FIX | 98.48K | $195.19M |
 Equinix, Inc. | EQIX | 99.42K | $103.64M |
 Steel Dynamics, Inc. | STLD | 105.52K | $24.21M |
 AppLovin Corporation | APP | 118.71K | $61.16M |
 Visa Inc. | V | 160.39K | $55.03M |
 Thermo Fisher Scientific Inc. | TMO | 165.97K | $83.21M |
 Tractor Supply Company | TSCO | 200K | $6.32M |
 Sandisk Corporation | SNDK | 237.58K | $540.19M |
 Alcoa Corporation | AA | 311.51K | $16.24M |
 Linde plc | LIN | 335.75K | $174.23M |
 Analog Devices, Inc. | ADI | 335.98K | $133.44M |
 Rocket Companies, Inc. | RKT | 345.79K | $5.45M |
 Applied Materials, Inc. | AMAT | 401.96K | $290.61M |
 LPL Financial Holdings Inc. | LPLA | 406.92K | $114.62M |