Stock Taper

QSEMBLE CAPITAL MANAGEMENT, LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Zillow Group, Inc. Class CZ218.39K$6.88M
American Airlines Group Inc.AAL217.82K$3.94M
Halliburton CompanyHAL216.35K$7.34M
Cognizant Technology Solutions CorporationCTSH209.56K$8.12M
AT&T Inc.T195.31K$4.04M
Coupang, Inc.CPNG189.23K$3.29M
PPL CorporationPPL189.12K$6.87M
Norwegian Cruise Line Holdings Ltd.NCLH166.54K$3.52M
Pinterest, Inc.PINS165.79K$3.49M
First Horizon CorporationFHN151.22K$3.88M
PG&E CorporationPCG149.15K$2.51M
CoStar Group, Inc.CSGP143.68K$4.07M
Brookfield CorporationBN140.32K$5.98M
CSX CorporationCSX138.65K$6.59M
Graphic Packaging Holding CompanyGPK132.29K$1.4M
Lyft, Inc.LYFT130.54K$1.91M
XP Inc.XP126.56K$2.06M
Permian Resources CorporationPR126.52K$2.33M
QuantumScape CorporationQS125.68K$950.17K
The Mosaic CompanyMOS125.53K$2.66M