Stock Taper

NKCFO LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Builders FirstSource, Inc.BLDR2.5K$224K
Solstice Advanced Materials Inc.SOLS2.5K$222K
Garrett Motion Inc.GTX3.72K$135K
Movado Group, Inc.MOV3.78K$149K
Allient Inc.ALNT4K$412K
EQT CorporationEQT6K$319K
Datadog, Inc.DDOG6.5K$1.69M
Smith & Wesson Brands, Inc.SWBI6.79K$102K
Teradyne, Inc.TER7.8K$3.77M
Regal Rexnord CorporationRRX8.3K$1.98M
Natera, Inc.NTRA9.06K$2.46M
Perpetua Resources Corp.PPTA10K$208K
Comstock Resources, Inc.CRK10K$149K
10x Genomics, Inc.TXG11K$422K
Amazon.com, Inc.AMZN11.71K$2.79M
Alibaba Group Holding LimitedBABA13.8K$1.32M
Take-Two Interactive Software, Inc.TTWO14K$3.5M
Tenable Holdings, Inc.TENB14K$516K
Ginkgo Bioworks Holdings, Inc.DNA15K$149K
Bruker CorporationBRKR17K$1.02M