Stock Taper 
SHAY CAPITAL LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 First Solar, Inc. | FSLR | 2K | $471.92K |
 Burlington Stores, Inc. | BURL | 2K | $633.6K |
 Lennar Corporation | LEN | 2.3K | $208.13K |
 GE Vernova Inc. | GEV | 2.5K | $2.94M |
 Advanced Micro Devices, Inc. | AMD | 2.57K | $1.5M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 2.7K | $1.29M |
 Nebius Group N.V. | NBIS | 2.74K | $755.88K |
 Entegris, Inc. | ENTG | 2.75K | $494.62K |
 Mueller Industries, Inc. | MLI | 2.76K | $339.41K |
 Ross Stores, Inc. | ROST | 2.85K | $606.62K |
 Broadcom Inc. | AVGO | 2.88K | $1.09M |
 Solaris Energy Infrastructure, Inc. | SEI | 2.9K | $233.33K |
 Deckers Outdoor Corporation | DECK | 2.92K | $290.42K |
 Honeywell International Inc. | HON | 3K | $671.7K |
 Zscaler, Inc. | ZS | 3K | $423.45K |
 CAVA Group, Inc. | CAVA | 3K | $235.44K |
 Solstice Advanced Materials Inc. | SOLS | 3K | $265.8K |
 Amphenol Corporation | APH | 3K | $528.96K |
 Palantir Technologies Inc. | PLTR | 3K | $350.01K |
 Howmet Aerospace Inc. | HWM | 3.1K | $833.47K |