Stock Taper 
NEO IVY CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 NVIDIA Corporation | NVDA | 27.21K | $5.44M |
 Affirm Holdings, Inc. | AFRM | 27.75K | $2.26M |
 Baker Hughes Company | BKR | 28.18K | $1.56M |
 A10 Networks, Inc. | ATEN | 28.49K | $1.06M |
 Meritage Homes Corporation | MTH | 29.07K | $2.44M |
 Magnite, Inc. | MGNI | 29.17K | $553.68K |
 The Mosaic Company | MOS | 29.21K | $618.98K |
 Trex Company, Inc. | TREX | 29.95K | $1.5M |
 Copart, Inc. | CPRT | 30.01K | $845.95K |
 Ultra Clean Holdings, Inc. | UCTT | 30.11K | $4.29M |
 Option Care Health, Inc. | OPCH | 31.34K | $657.14K |
 Dyne Therapeutics, Inc. | DYN | 31.44K | $698.28K |
 General Motors Company | GM | 31.63K | $2.44M |
 Toast, Inc. | TOST | 32.8K | $912.61K |
 Booz Allen Hamilton Holding Corporation | BAH | 33.21K | $2.02M |
 Gentex Corporation | GNTX | 33.27K | $840.71K |
 ServiceNow, Inc. | NOW | 33.59K | $3.34M |
 AT&T Inc. | T | 33.77K | $698.96K |
 Atlas Energy Solutions Inc. | AESI | 34.37K | $570.88K |
 Kratos Defense & Security Solutions, Inc. | KTOS | 34.67K | $1.73M |