Stock Taper 
BRYN MAWR CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 1.53K | $729.24K |
 Murphy USA Inc. | MUSA | 1.47K | $790.72K |
 Nordson Corporation | NDSN | 1.45K | $438.69K |
 Airbnb, Inc. | ABNB | 1.43K | $204.13K |
 Caterpillar Inc. | CAT | 1.41K | $1.5M |
 T-Mobile US, Inc. | TMUS | 1.41K | $236.19K |
 Badger Meter, Inc. | BMI | 1.41K | $208.77K |
 Equifax Inc. | EFX | 1.4K | $222.37K |
 Waste Management, Inc. | WM | 1.36K | $303.5K |
 Capital One Financial Corporation | COF | 1.36K | $272.64K |
 F5, Inc. | FFIV | 1.33K | $555.31K |
 Flex Ltd. | FLEX | 1.24K | $201.29K |
 Linde plc | LIN | 1.23K | $637.15K |
 Cigna Corporation | CI | 1.21K | $334.68K |
 HCA Healthcare, Inc. | HCA | 1.21K | $472.16K |
 Adobe Inc. | ADBE | 1.18K | $241.72K |
 Standex International Corporation | SXI | 1.12K | $401.32K |
 DaVita Inc. | DVA | 1.04K | $231.6K |
 Cadence Design Systems, Inc. | CDNS | 984 | $369.31K |
 CACI International Inc | CACI | 963 | $446.12K |