Stock Taper 
QSEMBLE CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Eli Lilly and Company | LLY | 2.45K | $2.94M |
 Thermo Fisher Scientific Inc. | TMO | 2.46K | $1.23M |
 Voya Financial, Inc. | VOYA | 2.5K | $226.51K |
 Loar Holdings Inc. | LOAR | 2.5K | $201.77K |
 Waters Corporation | WAT | 2.52K | $945.1K |
 Repligen Corporation | RGEN | 2.63K | $359.52K |
 Credo Technology Group Holding Ltd | CRDO | 2.67K | $724.75K |
 Bloom Energy Corporation | BE | 2.67K | $808.51K |
 DT Midstream, Inc. | DTM | 2.71K | $397.23K |
 Teleflex Incorporated | TFX | 2.73K | $346.69K |
 Westlake Corporation | WLK | 2.81K | $205.42K |
 Elevance Health Inc. | ELV | 2.93K | $1.13M |
 Albemarle Corporation | ALB | 2.95K | $398.74K |
 Kimberly-Clark Corporation | KMB | 2.97K | $325.8K |
 Rocket Lab USA, Inc. | RKLB | 2.98K | $302.81K |
 Nextpower Inc. | NXT | 3.04K | $361.71K |
 Warrior Met Coal, Inc. | HCC | 3.1K | $251.76K |
 Polaris Inc. | PII | 3.22K | $220.65K |
 Seagate Technology Holdings plc | STX | 3.33K | $3.21M |
 Okta, Inc. | OKTA | 3.33K | $454.51K |