Stock Taper

MORSE ASSET MANAGEMENT, INC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Merck & Co., Inc.MRK32.84K$4.22M
Vertiv Holdings CoVRT30.86K$10.33M
Meta Platforms, Inc.META30.16K$16.99M
Nebius Group N.V.NBIS29.07K$8.03M
Viking Holdings LtdVIK28.52K$2.98M
Taiwan Semiconductor Manufacturing Company LimitedTSM27.67K$13.21M
Johnson & JohnsonJNJ26.23K$6.66M
Micron Technology, Inc.MU26.15K$30.19M
Apollo Global Management, Inc.APO25.66K$3.04M
Palantir Technologies Inc.PLTR25.39K$2.96M
Franklin Resources, Inc.BEN22.68K$754.56K
The Boeing CompanyBA22.61K$4.89M
Lam Research CorporationLRCX22.59K$9.79M
GE AerospaceGE22.41K$8.38M
Palo Alto Networks, Inc.PANW21.53K$7.34M
CSX CorporationCSX21.25K$1.01M
Sea LimitedSE20.2K$1.94M
Advanced Micro Devices, Inc.AMD19.98K$11.61M
Intercontinental Exchange, Inc.ICE19.95K$2.46M
Vistra Corp.VST19.53K$3.1M