Stock Taper

EXODUSPOINT CAPITAL MANAGEMENT, LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Credo Technology Group Holding LtdCRDO146.43K$39.82M
Ingram Micro Holding CorporationINGM145.96K$4M
The Simply Good Foods CompanySMPL145.51K$1.93M
Quantinuum Inc. Class A Common StockQNT144.02K$11.77M
ON Semiconductor CorporationON142.85K$13.51M
Douglas Emmett, Inc.DEI142.46K$1.68M
Paycom Software, Inc.PAYC141.35K$17.76M
Bank OZKOZK138.82K$7.23M
Hess Midstream LPHESM137.79K$5.18M
BJ's Wholesale Club Holdings, Inc.BJ136.84K$11.94M
Atlassian CorporationTEAM135.85K$10.57M
CorMedix Inc.CRMD135.8K$1.07M
EZCORP, Inc.EZPW135.72K$4.69M
Blackstone Mortgage Trust, Inc.BXMT135.28K$2.29M
TA TALKSPACE INCTALK135.07K$702.38K
Alignment Healthcare, Inc.ALHC134.07K$3.19M
Graco Inc.GGG133.4K$10.09M
QUALCOMM IncorporatedQCOM132.13K$24.42M
MongoDB, Inc.MDB130.97K$43.99M
UL Solutions Inc.ULS130.68K$13.31M