Stock Taper

NEO IVY CAPITAL MANAGEMENT

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
DigitalOcean Holdings, Inc.DOCN412$64.7K
Renasant CorporationRNST387$16.46K
Costco Wholesale CorporationCOST358$334.9K
Insight Enterprises, Inc.NSIT347$42.26K
Delek US Holdings, Inc.DK327$16.61K
Viper Energy, Inc.VNOM322$13.65K
Definium Therapeutics, Inc.DFTX315$14.82K
American Eagle Outfitters, Inc.AEO299$5.14K
Golar LNG LimitedGLNG281$14.01K
Southern Copper CorporationSCCO273$47.57K
Dropbox, Inc.DBX273$7.5K
JPMorgan Chase & Co.JPM271$88.71K
NMI Holdings, Inc.NMIH235$9.66K
First Solar, Inc.FSLR221$52.15K
Teradyne, Inc.TER208$100.64K
Quest Diagnostics IncorporatedDGX191$40.48K
Nextpower Inc.NXT175$20.85K
Vertiv Holdings CoVRT106$35.49K
OneSpaWorld Holdings LtdOSW97$2.74K
Hormel Foods CorporationHRL67$1.66K