Stock Taper

ABS DIRECT EQUITY FUND LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Visa Inc.V343$384.26K
The Sherwin-Williams CompanySHW344$316.77K
Amphenol CorporationAPH353$1.27M
NVIDIA CorporationNVDA400$1.42M
S&P Global Inc.SPGI407$65.16K
MasTec, Inc.MTZ416$649.05K
Tesla, Inc.TSLA421$656.14K
Honeywell International Inc.HON448$436.61K
First Solar, Inc.FSLR472$1.3M
Amazon.com, Inc.AMZN477$1.36M
Thermo Fisher Scientific Inc.TMO501$120.33K
Marvell Technology, Inc.MRVL596$1.25M
Bloom Energy CorporationBE605$1.51M
Vertiv Holdings CoVRT670$897.32K
Alphabet Inc.GOOGL715$1.44M
Quanta Services, Inc.PWR720$576.03K
Microsoft CorporationMSFT746$1.33M
Broadcom Inc.AVGO756$967.04K
Coherent, Inc.COHR789$891.5K
Intuitive Surgical, Inc.ISRG795$668.1K