Stock Taper 
QSEMBLE CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Sterling Infrastructure, Inc. | STRL | 262 | $219.91K |
 MercadoLibre, Inc. | MELI | 268 | $454.9K |
 Fair Isaac Corporation | FICO | 416 | $497.03K |
 Dycom Industries, Inc. | DY | 529 | $267.46K |
 United Therapeutics Corporation | UTHR | 671 | $363.57K |
 MACOM Technology Solutions Holdings, Inc. | MTSI | 672 | $255.61K |
 JPMorgan Chase & Co. | JPM | 759 | $248.44K |
 Moog Inc. | MOG-A | 808 | $342.46K |
 Advanced Energy Industries, Inc. | AEIS | 869 | $324.02K |
 Quanta Services, Inc. | PWR | 873 | $628.6K |
 RenaissanceRe Holdings Ltd. | RNR | 913 | $289.33K |
 Visa Inc. | V | 918 | $314.96K |
 Affiliated Managers Group, Inc. | AMG | 1.02K | $345.51K |
 Reliance Steel & Aluminum Co. | RS | 1.12K | $418.81K |
 Kinsale Capital Group, Inc. | KNSL | 1.17K | $385.88K |
 The PNC Financial Services Group, Inc. | PNC | 1.3K | $320.09K |
 Everus Construction Group, Inc. | ECG | 1.36K | $225.69K |
 Moody's Corporation | MCO | 1.37K | $619.6K |
 WESCO International, Inc. | WCC | 1.38K | $476.69K |
 TTM Technologies, Inc. | TTMI | 1.38K | $258.27K |