Stock Taper 
YAUPON CAPITAL MANAGEMENT LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 FTAI Aviation Ltd. | FTAI | 48.25K | $13.05M |
 Deere & Company | DE | 44.19K | $28.03M |
 Quantinuum Inc. Class A Common Stock | QNT | 40K | $3.27M |
 Rockwell Automation, Inc. | ROK | 28.79K | $14.25M |
 Coherent, Inc. | COHR | 18.14K | $7.16M |
 Lumentum Holdings Inc. | LITE | 6.93K | $5.95M |