Stock Taper 
NEO IVY CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Definium Therapeutics, Inc. | DFTX | 315 | $14.82K |
 Viper Energy, Inc. | VNOM | 322 | $13.65K |
 Delek US Holdings, Inc. | DK | 327 | $16.61K |
 Insight Enterprises, Inc. | NSIT | 347 | $42.26K |
 Costco Wholesale Corporation | COST | 358 | $334.9K |
 Renasant Corporation | RNST | 387 | $16.46K |
 DigitalOcean Holdings, Inc. | DOCN | 412 | $64.7K |
 Brookfield Asset Management Ltd. | BAM | 454 | $20.36K |
 Terex Corporation | TEX | 461 | $33.37K |
 CrowdStrike Holdings, Inc. | CRWD | 526 | $401.41K |
 Radian Group Inc. | RDN | 556 | $20.94K |
 ON Semiconductor Corporation | ON | 622 | $58.8K |
 U.S. Bancorp | USB | 623 | $37.63K |
 Privia Health Group, Inc. | PRVA | 624 | $16.05K |
 Moelis & Company | MC | 674 | $44.09K |
 Reynolds Consumer Products Inc. | REYN | 768 | $20.62K |
 NRG Energy, Inc. | NRG | 903 | $131.89K |
 LKQ Corporation | LKQ | 983 | $25.88K |
 Sprouts Farmers Market, Inc. | SFM | 1K | $84.66K |
 Coherent, Inc. | COHR | 1.02K | $401.96K |