Stock Taper

SOVIERO ASSET MANAGEMENT, LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Recursion Pharmaceuticals, Inc.RXRX200K$734K
EVgo, Inc.EVGO200K$382K
Adient plcADNT190K$3.49M
Perpetua Resources Corp.PPTA185K$3.84M
GameStop Corp.GME180K$3.97M
Toast, Inc.TOST150K$4.17M
Amentum Holdings, Inc.AMTM150K$3.1M
SoFi Technologies, Inc.SOFI130K$2.33M
Rapid7, Inc.RPD130K$1.05M
NuScale Power CorporationSMR130K$1.3M
Cinemark Holdings, Inc.CNK110K$3.49M
Wolfspeed Inc.WOLF110K$5.31M
GitLab Inc.GTLB110K$3.36M
Oscar Health, Inc.OSCR110K$3.14M
MarineMax, Inc.HZO109.44K$4.01M
Emergent BioSolutions Inc.EBS100K$838K
Coupang, Inc.CPNG100K$1.74M
Devon Energy CorporationDVN97K$4.01M
Lamb Weston Holdings, Inc.LW82K$3.54M
Carrier Global CorporationCARR76K$5.57M