Stock Taper 
QSEMBLE CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Elanco Animal Health Incorporated | ELAN | 13.23K | $325.59K |
 Jack Henry & Associates, Inc. | JKHY | 13.4K | $1.85M |
 Solventum Corporation | SOLV | 13.82K | $1.07M |
 Royal Gold, Inc. | RGLD | 13.84K | $2.76M |
 Coca-Cola Europacific Partners PLC | CCEP | 13.92K | $1.39M |
 USA Rare Earth Inc | USAR | 13.95K | $300.93K |
 Doximity, Inc. | DOCS | 14.39K | $298.47K |
 Applied Digital Corp. | APLD | 14.44K | $538.54K |
 Teladoc Health, Inc. | TDOC | 14.45K | $122.51K |
 SentinelOne, Inc. | S | 14.59K | $247.59K |
 TechnipFMC plc | FTI | 14.72K | $975.8K |
 Prosperity Bancshares, Inc. | PB | 14.74K | $1.08M |
 Encompass Health Corporation | EHC | 14.75K | $1.49M |
 Oracle Corporation | ORCL | 14.94K | $2.19M |
 Alliant Energy Corporation | LNT | 14.99K | $1.14M |
 BellRing Brands, Inc. | BRBR | 15.23K | $197.05K |
 Flex Ltd. | FLEX | 15.29K | $2.48M |
 QUALCOMM Incorporated | QCOM | 15.29K | $2.83M |
 Eastman Chemical Company | EMN | 15.4K | $1.03M |
 Deutsche Bank AG | DB | 15.5K | $523.25K |