Stock Taper

EXODUSPOINT CAPITAL MANAGEMENT, LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
AppLovin CorporationAPP3.33K$1.72M
Royal Caribbean Cruises Ltd.RCL3.27K$1.04M
Monolithic Power Systems, Inc.MPWR3.2K$4.42M
Sterling Infrastructure, Inc.STRL3.18K$2.67M
Wayfair Inc.W3.16K$291.68K
Cohu, Inc.COHU2.94K$217.07K
Biogen Inc.BIIB2.87K$620.31K
Illumina, Inc.ILMN2.86K$502.35K
Littelfuse, Inc.LFUS2.54K$1.16M
Packaging Corporation of AmericaPKG2.43K$578.54K
Credit Acceptance CorporationCACC2.29K$1.46M
GATX CorporationGATX2.21K$392.12K
AAR Corp.AIR2.15K$307.3K
Elbit Systems Ltd.ESLT2.14K$1.62M
Silicon Motion Technology CorporationSIMO2K$666.99K
FirstService CorporationFSV2K$284.22K
First Citizens BancShares, Inc.FCNCA1.97K$4.1M
S&P Global Inc.SPGI1.86K$715.78K
Ulta Beauty, Inc.ULTA1.72K$776.14K
Alpha Metallurgical Resources, Inc.AMR1.56K$257.97K