Stock Taper 
NEO IVY CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Veracyte, Inc. | VCYT | 6.82K | $400.66K |
 Onto Innovation Inc. | ONTO | 6.85K | $2.59M |
 Bloom Energy Corporation | BE | 6.96K | $2.11M |
 Mueller Industries, Inc. | MLI | 7.1K | $436.15K |
 Shake Shack Inc. | SHAK | 7.16K | $400.99K |
 Matador Resources Company | MTDR | 7.21K | $358.86K |
 Tidewater Inc. | TDW | 7.31K | $487K |
 Pegasystems Inc. | PEGA | 7.91K | $236.79K |
 NetApp, Inc. | NTAP | 7.95K | $1.23M |
 Arthur J. Gallagher & Co. | AJG | 7.96K | $1.83M |
 The Allstate Corporation | ALL | 7.97K | $1.9M |
 Marex Group Limited | MRX | 8.49K | $517.59K |
 Maplebear Inc. | CART | 8.5K | $402.62K |
 Fastly, Inc. | FSLY | 8.57K | $157.29K |
 Vicor Corporation | VICR | 8.69K | $3.3M |
 SharkNinja, Inc. | SN | 8.74K | $1.33M |
 Take-Two Interactive Software, Inc. | TTWO | 8.86K | $2.22M |
 PBF Energy Inc. | PBF | 8.87K | $403.67K |
 Marvell Technology, Inc. | MRVL | 8.9K | $2.65M |
 TKO Group Holdings, Inc. | TKO | 8.92K | $1.8M |