Stock Taper

NEO IVY CAPITAL MANAGEMENT

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
AGCO CorporationAGCO35.09K$4.2M
Remitly Global, Inc.RELY35.48K$795.13K
Allegiant Travel CompanyALGT35.7K$4.2M
Mirum Pharmaceuticals, Inc.MIRM35.83K$4.19M
Vontier CorporationVNT36.38K$1.06M
Netflix, Inc.NFLX36.48K$2.6M
Ashland Inc.ASH36.8K$2.42M
Bright Horizons Family Solutions Inc.BFAM37.24K$2.64M
The Coca-Cola CompanyKO37.79K$3.07M
John Wiley & Sons, Inc.WLY39.18K$1.9M
Fastenal CompanyFAST40.32K$1.94M
Invesco Ltd.IVZ40.33K$1.06M
Alcoa CorporationAA40.96K$2.14M
Carnival Corporation & plcCCL41.66K$1.19M
Palantir Technologies Inc.PLTR42.49K$4.96M
Knight-Swift Transportation Holdings Inc.KNX44.07K$3.43M
Boyd Gaming CorporationBYD44.61K$3.94M
AXT, Inc.AXTI45.5K$3.28M
DHT Holdings, Inc.DHT45.95K$759.59K
Brookfield Renewable CorporationBEPC46.98K$1.74M