Stock Taper 
SILPHIUM ASSET MANAGEMENT LTD
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Sandisk Corporation | SNDK | 215 | $488.85K |
 Lumentum Holdings Inc. | LITE | 405 | $347.51K |
 Jabil Inc. | JBL | 880 | $339.22K |
 Dell Technologies Inc. | DELL | 1.1K | $474.61K |
 Intuitive Surgical, Inc. | ISRG | 1.58K | $629.13K |
 Mastercard Incorporated | MA | 1.66K | $854.12K |
 McKesson Corporation | MCK | 1.82K | $1.38M |
 Eli Lilly and Company | LLY | 2.01K | $2.41M |
 Costco Wholesale Corporation | COST | 2.13K | $1.99M |
 Teradyne, Inc. | TER | 2.29K | $1.11M |
 Caterpillar Inc. | CAT | 2.57K | $2.74M |
 Micron Technology, Inc. | MU | 2.63K | $3.04M |
 Solstice Advanced Materials Inc. | SOLS | 3K | $265.8K |
 Old Dominion Freight Line, Inc. | ODFL | 3.13K | $678.61K |
 Waste Management, Inc. | WM | 3.15K | $702.96K |
 nVent Electric plc | NVT | 3.4K | $576.67K |
 The TJX Companies, Inc. | TJX | 3.55K | $538.13K |
 Advanced Micro Devices, Inc. | AMD | 3.69K | $2.15M |
 ServiceNow, Inc. | NOW | 3.7K | $367.34K |
 The Boeing Company | BA | 3.98K | $862.63K |