Stock Taper

SASSICAIA CAPITAL ADVISERS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
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Lam Research CorporationLRCX2.88K$1.25M
Tesla, Inc.TSLA5.2K$2.19M
Applied Materials, Inc.AMAT5.69K$4.11M
uniQure N.V.QURE6K$276.36K
Ouster, Inc.OUST6.2K$387.62K
Nebius Group N.V.NBIS8.8K$2.43M
KLA CorporationKLAC10.25K$3.09M
Quantinuum Inc. Class A Common StockQNT10.5K$858.27K
Marvell Technology, Inc.MRVL10.81K$3.22M
Taiwan Semiconductor Manufacturing Company LimitedTSM13.18K$6.29M
Micron Technology, Inc.MU15.12K$17.45M
FuelCell Energy, Inc.FCEL16.17K$582.14K
NVIDIA CorporationNVDA27K$5.4M
Sandisk CorporationSNDK36.4K$82.77M
Space Exploration Technologies Corp.SPCX72.87K$12.45M
Advanced Micro Devices, Inc.AMD87.37K$50.75M
Intel Corp.INTC126.12K$17.61M