Stock Taper 
QSEMBLE CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 TeraWulf Inc. | WULF | 41.07K | $1.01M |
 Phillips 66 | PSX | 41.95K | $7.09M |
 CAVA Group, Inc. | CAVA | 42.08K | $3.3M |
 KB Home | KBH | 42.2K | $2.64M |
 Citigroup Inc. | C | 42.81K | $5.99M |
 Macy's, Inc. | M | 42.91K | $1.01M |
 Yum China Holdings, Inc. | YUMC | 43.04K | $1.76M |
 General Mills, Inc. | GIS | 43.18K | $1.5M |
 nVent Electric plc | NVT | 43.27K | $7.34M |
 Klaviyo, Inc. | KVYO | 43.43K | $655.75K |
 Xcel Energy Inc. | XEL | 43.49K | $3.49M |
 AerCap Holdings N.V. | AER | 43.54K | $6.35M |
 Fidelity National Financial, Inc. | FNF | 43.62K | $2.06M |
 McCormick & Company, Incorporated | MKC | 44.79K | $2.26M |
 Rollins, Inc. | ROL | 44.8K | $1.87M |
 On Holding AG | ONON | 46.18K | $1.64M |
 Zeta Global Holdings Corp. | ZETA | 46.95K | $923.88K |
 Viking Therapeutics, Inc. | VKTX | 47.97K | $1.87M |
 The TJX Companies, Inc. | TJX | 48.13K | $7.29M |
 News Corporation | NWSA | 48.28K | $1.2M |