Stock Taper 
ABS DIRECT EQUITY FUND LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Intel Corp. | INTC | 140 | $694.1K |
 Emerson Electric Co. | EMR | 143 | $858.9K |
 Guardant Health, Inc. | GH | 150 | $345.07K |
 Salesforce, Inc. | CRM | 157 | $610.97K |
 Semtech Corporation | SMTC | 162 | $178.03K |
 Arista Networks, Inc. | ANET | 170 | $900.36K |
 GoDaddy Inc. | GDDY | 170 | $1.38M |
 QUALCOMM Incorporated | QCOM | 185 | $554.37K |
 Revolution Medicines, Inc. | RVMD | 187 | $337.1K |
 CoreWeave, Inc. Class A Common Stock | CRWV | 199 | $836.14K |
 Twilio Inc. | TWLO | 206 | $309.5K |
 Waste Management, Inc. | WM | 223 | $334.32K |
 Charles River Laboratories International, Inc. | CRL | 227 | $181.43K |
 Axsome Therapeutics, Inc. | AXSM | 245 | $171.34K |
 Royal Gold, Inc. | RGLD | 250 | $49.9K |
 Corning Inc | GLW | 255 | $664.12K |
 Apple Inc. | AAPL | 289 | $376.17K |
 Texas Instruments Incorporated | TXN | 298 | $566.33K |
 Stryker Corporation | SYK | 315 | $163.72K |
 Palo Alto Networks, Inc. | PANW | 341 | $545.63K |