Stock Taper 
SHAY CAPITAL LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Silicon Motion Technology Corporation | SIMO | 7.8K | $2.6M |
 Centuri Holdings, Inc. | CTRI | 8K | $241.92K |
 Albemarle Corporation | ALB | 8.13K | $1.1M |
 Salesforce, Inc. | CRM | 8.2K | $1.28M |
 Qiagen N.V. | QGEN | 8.67K | $339.07K |
 The Vita Coco Company, Inc. | COCO | 8.7K | $575.42K |
 The Boeing Company | BA | 9K | $1.95M |
 Voyager Technologies, Inc. | VOYG | 9.04K | $291.51K |
 O'Reilly Automotive, Inc. | ORLY | 10K | $920.9K |
 Five Below, Inc. | FIVE | 10K | $1.8M |
 Super Micro Computer, Inc. | SMCI | 10K | $293.3K |
 Cleveland-Cliffs Inc. | CLF | 10K | $93.9K |
 Braze, Inc. | BRZE | 10K | $216.9K |
 Medline Inc. | MDLN | 10K | $394.4K |
 ESAB Corporation | ESAB | 10K | $986.3K |
 PJT Partners Inc. | PJT | 10K | $1.51M |
 Zillow Group, Inc. Class C | Z | 10K | $315.2K |
 Tractor Supply Company | TSCO | 10.3K | $325.58K |
 Centrus Energy Corp. | LEU | 10.5K | $1.76M |
 Flowserve Corporation | FLS | 10.5K | $778.68K |