Stock Taper 
NEO IVY CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Halozyme Therapeutics, Inc. | HALO | 5.11K | $399.65K |
 Cheniere Energy, Inc. | LNG | 5.15K | $1.23M |
 Credo Technology Group Holding Ltd | CRDO | 5.17K | $1.41M |
 FTI Consulting, Inc. | FCN | 5.3K | $789.9K |
 Black Hills Corporation | BKH | 5.33K | $396.85K |
 News Corporation | NWSA | 5.48K | $136.14K |
 Tradeweb Markets Inc. | TW | 5.7K | $568.46K |
 Skyworks Solutions, Inc. | SWKS | 5.85K | $396.56K |
 Oshkosh Corp | OSK | 5.98K | $918.27K |
 Broadcom Inc. | AVGO | 5.98K | $2.26M |
 Abercrombie & Fitch Co. | ANF | 5.99K | $539.16K |
 Sysco Corporation | SYY | 6K | $501.56K |
 FirstEnergy Corp. | FE | 6.17K | $293.13K |
 Meta Platforms, Inc. | META | 6.18K | $3.48M |
 Tapestry, Inc. | TPR | 6.29K | $921.17K |
 The Cheesecake Factory Incorporated | CAKE | 6.39K | $508.66K |
 Bread Financial Holdings, Inc. | BFH | 6.4K | $693.01K |
 Warby Parker Inc. | WRBY | 6.4K | $194.15K |
 IPG Photonics Corporation | IPGP | 6.42K | $753.31K |
 Charter Communications, Inc. | CHTR | 6.45K | $916.97K |