Stock Taper

AUBREY CAPITAL MANAGEMENT LTD

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Natera, Inc.NTRA16K$4.34M
Taiwan Semiconductor Manufacturing Company LimitedTSM16K$7.64M
Palantir Technologies Inc.PLTR15K$1.75M
XPO Logistics, Inc.XPO14.5K$2.98M
FirstCash Holdings, IncFCFS14.4K$3.12M
Vertiv Holdings CoVRT13.7K$4.59M
Alphabet Inc.GOOGL11.1K$3.97M
Broadcom Inc.AVGO10.8K$4.08M
Woodward, Inc.WWD8.1K$3.45M
Dycom Industries, Inc.DY6.68K$3.38M
RBC Bearings IncorporatedRBC6.36K$4.09M
Carpenter Technology CorporationCRS3.36K$2.07M
Comfort Systems USA, Inc.FIX2.8K$5.55M
Sandisk CorporationSNDK1.7K$3.86M