Stock Taper

BRIDGEFRONT CAPITAL, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
ASML Holding N.V.ASML137$272.55K
argenx SEARGX223$206.89K
Comfort Systems USA, Inc.FIX303$600.53K
Mettler-Toledo International Inc.MTD371$473.96K
Monolithic Power Systems, Inc.MPWR388$536.36K
United Rentals, Inc.URI414$469.02K
Eli Lilly and CompanyLLY467$560.13K
Dycom Industries, Inc.DY480$242.68K
Sandisk CorporationSNDK485$1.1M
Watsco, Inc.WSO497$207.12K
Madrigal Pharmaceuticals, Inc.MDGL528$283.51K
McKesson CorporationMCK577$435.98K
Lumentum Holdings Inc.LITE591$507.11K
WESCO International, Inc.WCC601$207.6K
Applied Materials, Inc.AMAT618$446.81K
EMCOR Group, Inc.EME674$559.34K
Lithia Motors, Inc.LAD716$207.99K
Vertex Pharmaceuticals IncorporatedVRTX760$377.51K
Cadence Design Systems, Inc.CDNS777$291.62K
Woodward, Inc.WWD805$342.48K