Stock Taper 
NEO IVY CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Tidewater Inc. | TDW | 7.31K | $487K |
 Matador Resources Company | MTDR | 7.21K | $358.86K |
 Shake Shack Inc. | SHAK | 7.16K | $400.99K |
 Mueller Industries, Inc. | MLI | 7.1K | $436.15K |
 Bloom Energy Corporation | BE | 6.96K | $2.11M |
 Onto Innovation Inc. | ONTO | 6.85K | $2.59M |
 Veracyte, Inc. | VCYT | 6.82K | $400.66K |
 Charter Communications, Inc. | CHTR | 6.45K | $916.97K |
 IPG Photonics Corporation | IPGP | 6.42K | $753.31K |
 Warby Parker Inc. | WRBY | 6.4K | $194.15K |
 Bread Financial Holdings, Inc. | BFH | 6.4K | $693.01K |
 The Cheesecake Factory Incorporated | CAKE | 6.39K | $508.66K |
 Tapestry, Inc. | TPR | 6.29K | $921.17K |
 Meta Platforms, Inc. | META | 6.18K | $3.48M |
 FirstEnergy Corp. | FE | 6.17K | $293.13K |
 Sysco Corporation | SYY | 6K | $501.56K |
 Abercrombie & Fitch Co. | ANF | 5.99K | $539.16K |
 Broadcom Inc. | AVGO | 5.98K | $2.26M |
 Oshkosh Corp | OSK | 5.98K | $918.27K |
 Skyworks Solutions, Inc. | SWKS | 5.85K | $396.56K |