Stock Taper 
AUBREY CAPITAL MANAGEMENT LTD
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Sandisk Corporation | SNDK | 1.7K | $3.86M |
 Comfort Systems USA, Inc. | FIX | 2.8K | $5.55M |
 Carpenter Technology Corporation | CRS | 3.36K | $2.07M |
 RBC Bearings Incorporated | RBC | 6.36K | $4.09M |
 Dycom Industries, Inc. | DY | 6.68K | $3.38M |
 Woodward, Inc. | WWD | 8.1K | $3.45M |
 Broadcom Inc. | AVGO | 10.8K | $4.08M |
 Alphabet Inc. | GOOGL | 11.1K | $3.97M |
 Vertiv Holdings Co | VRT | 13.7K | $4.59M |
 FirstCash Holdings, Inc | FCFS | 14.4K | $3.12M |
 XPO Logistics, Inc. | XPO | 14.5K | $2.98M |
 Palantir Technologies Inc. | PLTR | 15K | $1.75M |
 Natera, Inc. | NTRA | 16K | $4.34M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 16K | $7.64M |
 Okta, Inc. | OKTA | 17.5K | $2.39M |
 KB Financial Group Inc. | KB | 19K | $1.99M |
 NVIDIA Corporation | NVDA | 19.5K | $3.9M |
 Arista Networks, Inc. | ANET | 23.3K | $3.96M |
 Rambus Inc. | RMBS | 24.3K | $3.22M |
 Karman Holdings Inc. | KRMN | 26.2K | $1.31M |