Stock Taper 
QSEMBLE CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Birkenstock Holding plc | BIRK | 9.74K | $419.24K |
 Expeditors International of Washington, Inc. | EXPD | 9.8K | $1.6M |
 Netflix, Inc. | NFLX | 9.86K | $703.72K |
 Marathon Petroleum Corporation | MPC | 10.3K | $2.63M |
 Microsoft Corporation | MSFT | 10.37K | $3.87M |
 Loews Corporation | L | 10.54K | $1.19M |
 Royalty Pharma plc | RPRX | 10.68K | $598.55K |
| VS VICTORIAS SECRET AND CO | VSCO | 10.71K | $894.07K |
 Tempus AI, Inc. | TEM | 11.05K | $639.89K |
 UiPath Inc. | PATH | 11.3K | $122.81K |
 Floor & Decor Holdings, Inc. | FND | 11.32K | $671.72K |
 The Procter & Gamble Company | PG | 11.81K | $1.73M |
 Ingredion Incorporated | INGR | 11.95K | $1.13M |
 Whirlpool Corporation | WHR | 12.44K | $490.5K |
 Freeport-McMoRan Inc. | FCX | 12.62K | $793.74K |
 Intuitive Surgical, Inc. | ISRG | 12.69K | $5.04M |
 Cencora, Inc. | COR | 12.72K | $3.6M |
 Kyndryl Holdings, Inc. | KD | 12.87K | $145.58K |
 Sunrun Inc. | RUN | 13.05K | $174.68K |
 Insulet Corp. | PODD | 13.09K | $1.99M |