Stock Taper

MELQART ASSET MANAGEMENT (UK) LTD

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Arista Networks, Inc.ANET78.12K$13.27M
Amazon.com, Inc.AMZN68.12K$16.24M
Microchip Technology IncorporatedMCHP65.68K$5.99M
Forgent Power Solutions, Inc.FPS65.57K$3.66M
Advanced Micro Devices, Inc.AMD46.97K$27.29M
Marvell Technology, Inc.MRVL46.08K$13.73M
Taiwan Semiconductor Manufacturing Company LimitedTSM42.9K$20.49M
Silicon Motion Technology CorporationSIMO38.83K$12.94M
Lam Research CorporationLRCX30.96K$13.42M
Tower Semiconductor Ltd.TSEM24.81K$6.47M
ASML Holding N.V.ASML12.82K$25.51M
Seagate Technology Holdings plcSTX12.11K$11.68M
Sandisk CorporationSNDK5.87K$13.36M