Stock Taper

BLUESHIFT ASSET MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Hamilton Lane IncorporatedHLNE6.6K$520.2K
IREN LimitedIREN6.64K$303.46K
Hancock Whitney CorporationHWC6.65K$497.11K
Cloudflare, Inc.NET6.72K$1.65M
The Charles Schwab CorporationSCHW6.76K$624.02K
Tyson Foods, Inc.TSN6.78K$388.04K
Varonis Systems, Inc.VRNS6.78K$284.49K
Duolingo, Inc.DUOL6.83K$785.36K
H.B. Fuller CompanyFUL6.87K$400.51K
Helen of Troy LimitedHELE6.91K$200.96K
Shopify Inc.SHOP6.95K$793.44K
The Estée Lauder Companies Inc.EL6.98K$551.23K
The Ensign Group, Inc.ENSG6.98K$1.12M
Walmart Inc.WMT7K$792.48K
Crown Castle Inc.CCI7K$530.11K
Amazon.com, Inc.AMZN7.04K$1.68M
General Mills, Inc.GIS7.05K$245.2K
Strategy IncMSTR7.05K$612.86K
Blackstone Inc.BX7.05K$829.57K
Darling Ingredients Inc.DAR7.12K$388.95K