Stock Taper

SHAY CAPITAL LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Generac Holdings Inc.GNRC1.3K$380.65K
EA ELECTRONIC ARTS INCEA1.21K$247.28K
Twilio Inc.TWLO1.2K$247.6K
AppLovin CorporationAPP1.1K$566.75K
Madison Square Garden Sports Corp.MSGS1.09K$438.81K
RBC Bearings IncorporatedRBC1K$644.06K
Tesla, Inc.TSLA1K$420.6K
Sanmina CorporationSANM1K$253.08K
Micron Technology, Inc.MU855$986.92K
Lumentum Holdings Inc.LITE850$729.35K
ASML Holding N.V.ASML575$1.14M
Analog Devices, Inc.ADI525$208.51K
Teradyne, Inc.TER500$241.92K
Sandisk CorporationSNDK320$727.59K