Stock Taper

SHAY CAPITAL LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Sandisk CorporationSNDK320$727.59K
Teradyne, Inc.TER500$241.92K
Analog Devices, Inc.ADI525$208.51K
ASML Holding N.V.ASML575$1.14M
Lumentum Holdings Inc.LITE850$729.35K
Micron Technology, Inc.MU855$986.92K
RBC Bearings IncorporatedRBC1K$644.06K
Tesla, Inc.TSLA1K$420.6K
Sanmina CorporationSANM1K$253.08K
Madison Square Garden Sports Corp.MSGS1.09K$438.81K
AppLovin CorporationAPP1.1K$566.75K
Twilio Inc.TWLO1.2K$247.6K
EA ELECTRONIC ARTS INCEA1.21K$247.28K
Generac Holdings Inc.GNRC1.3K$380.65K
Vertiv Holdings CoVRT1.35K$452.01K
S&P Global Inc.SPGI1.5K$610.89K
Airbnb, Inc.ABNB1.5K$214.65K
Brinker International, Inc.EAT1.6K$268.8K
Applied Optoelectronics, Inc.AAOI1.75K$259.28K
DoorDash, Inc.DASH1.75K$322.93K