Stock Taper 
QSEMBLE CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 IQVIA Holdings Inc. | IQV | 5.91K | $1.14M |
 Enphase Energy, Inc. | ENPH | 5.95K | $292.98K |
 Gartner, Inc. | IT | 6.07K | $787.05K |
 L3Harris Technologies, Inc. | LHX | 6.11K | $1.78M |
 CVS Health Corp. | CVS | 6.18K | $639.01K |
 Alaska Air Group, Inc. | ALK | 6.23K | $325.21K |
 Broadcom Inc. | AVGO | 6.31K | $2.38M |
 Henry Schein, Inc. | HSIC | 6.52K | $544.55K |
 Entegris, Inc. | ENTG | 6.53K | $1.17M |
 Fortive Corporation | FTV | 6.74K | $411.93K |
 Northrop Grumman Corporation | NOC | 6.82K | $3.47M |
 GitLab Inc. | GTLB | 6.87K | $209.62K |
 BJ's Wholesale Club Holdings, Inc. | BJ | 7.42K | $647.17K |
 BlackRock, Inc. | BLK | 7.45K | $7.16M |
 Synopsys, Inc. | SNPS | 7.47K | $3.33M |
 Cigna Corporation | CI | 7.56K | $2.08M |
 S&P Global Inc. | SPGI | 7.56K | $3.08M |
 Linde plc | LIN | 7.57K | $3.93M |
 Sysco Corporation | SYY | 7.66K | $639.97K |
 Amazon.com, Inc. | AMZN | 7.81K | $1.86M |