Stock Taper 
QSEMBLE CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Kratos Defense & Security Solutions, Inc. | KTOS | 21.14K | $1.05M |
 Insmed Incorporated | INSM | 21.15K | $2.25M |
 Atmos Energy Corporation | ATO | 21.47K | $3.7M |
 McDonald's Corporation | MCD | 21.87K | $5.91M |
 Cipher Mining Inc. | CIFR | 22.14K | $542.31K |
 CenterPoint Energy, Inc. | CNP | 22.45K | $988.74K |
 Ralliant Corp | RAL | 22.53K | $1.66M |
 Xylem Inc. | XYL | 22.62K | $2.67M |
 Venture Global, Inc. | VG | 22.75K | $253.26K |
 Oscar Health, Inc. | OSCR | 23.03K | $656.7K |
 Agilent Technologies, Inc. | A | 23.61K | $3.14M |
 Danaher Corporation | DHR | 23.65K | $4.5M |
 Ally Financial Inc. | ALLY | 23.68K | $1.09M |
 Cinemark Holdings, Inc. | CNK | 24.41K | $774.4K |
 Roblox Corporation | RBLX | 25.87K | $1.41M |
 FirstEnergy Corp. | FE | 25.91K | $1.23M |
 Dutch Bros Inc. | BROS | 26.1K | $1.87M |
 Unity Software Inc. | U | 26.21K | $749.02K |
 Hess Midstream LP | HESM | 26.27K | $987.87K |
 Nucor Corporation | NUE | 26.35K | $5.87M |