Stock Taper 
MELQART ASSET MANAGEMENT (UK) LTD
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Sandisk Corporation | SNDK | 5.87K | $13.36M |
 Seagate Technology Holdings plc | STX | 12.11K | $11.68M |
 ASML Holding N.V. | ASML | 12.82K | $25.51M |
 Tower Semiconductor Ltd. | TSEM | 24.81K | $6.47M |
 Lam Research Corporation | LRCX | 30.96K | $13.42M |
 Silicon Motion Technology Corporation | SIMO | 38.83K | $12.94M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 42.9K | $20.49M |
 Marvell Technology, Inc. | MRVL | 46.08K | $13.73M |
 Advanced Micro Devices, Inc. | AMD | 46.97K | $27.29M |
 Forgent Power Solutions, Inc. | FPS | 65.57K | $3.66M |
 Microchip Technology Incorporated | MCHP | 65.68K | $5.99M |
 Amazon.com, Inc. | AMZN | 68.12K | $16.24M |
 Arista Networks, Inc. | ANET | 78.12K | $13.27M |
 STMicroelectronics N.V. | STM | 80.85K | $6.06M |
 UniFirst Corporation | UNF | 84.86K | $22.44M |
 Ares Management Corporation | ARES | 107.9K | $12.01M |
 Apogee Therapeutics, Inc. | APGE | 117.25K | $15.56M |
 Revolution Medicines, Inc. | RVMD | 121.31K | $22.72M |
 NVIDIA Corporation | NVDA | 124.4K | $24.89M |
 Penumbra, Inc. | PEN | 185.73K | $58.65M |