Stock Taper 
HMS CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 On Holding AG | ONON | 7.14K | $252.93K |
 Waste Management, Inc. | WM | 7.17K | $1.6M |
 The Bancorp, Inc. | TBBK | 7.65K | $479.07K |
 QUALCOMM Incorporated | QCOM | 7.71K | $1.42M |
 US Foods Holding Corp. | USFD | 7.87K | $804.91K |
 Oklo Inc. | OKLO | 8.05K | $421.52K |
 Solaris Energy Infrastructure, Inc. | SEI | 8.09K | $650.52K |
 The Procter & Gamble Company | PG | 8.18K | $1.2M |
 Advanced Micro Devices, Inc. | AMD | 8.41K | $4.89M |
 PayPal Holdings, Inc. | PYPL | 8.93K | $385.44K |
 Microsoft Corporation | MSFT | 9.2K | $3.43M |
 JPMorgan Chase & Co. | JPM | 9.51K | $3.11M |
 Wynn Resorts, Limited | WYNN | 10.37K | $1.01M |
 Skyward Specialty Insurance Group, Inc. | SKWD | 10.55K | $615.88K |
 Booking Holdings Inc. | BKNG | 10.81K | $1.93M |
 Ameren Corporation | AEE | 11.31K | $1.28M |
 American Healthcare REIT, Inc. | AHR | 11.8K | $615.63K |
 IREN Limited | IREN | 11.97K | $547.25K |
 TechnipFMC plc | FTI | 11.97K | $793.75K |
 Micron Technology, Inc. | MU | 12.12K | $13.98M |