Stock Taper 
QSEMBLE CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Pan American Silver Corp. | PAAS | 34.98K | $1.57M |
 Paychex, Inc. | PAYX | 34.44K | $3.39M |
 Tractor Supply Company | TSCO | 34.01K | $1.07M |
 Diamondback Energy, Inc. | FANG | 33.46K | $5.88M |
 Revvity, Inc. | RVTY | 33.18K | $3.69M |
 Omnicom Group Inc. | OMC | 32.94K | $2.4M |
 Medtronic plc | MDT | 32.84K | $2.57M |
 The Hartford Insurance Group, Inc. | HIG | 32.3K | $4.28M |
 The Carlyle Group Inc. | CG | 32.14K | $1.35M |
 BridgeBio Pharma, Inc. | BBIO | 31.63K | $2.36M |
 Lamb Weston Holdings, Inc. | LW | 31.15K | $1.35M |
 CarMax, Inc. | KMX | 30.65K | $1.62M |
 Nutrien Ltd. | NTR | 30.43K | $1.92M |
 Zoetis Inc. | ZTS | 30.21K | $2.17M |
 Vishay Intertechnology, Inc. | VSH | 29.89K | $1.61M |
 Navitas Semiconductor Corp | NVTS | 29.31K | $525.22K |
 CBRE Group, Inc. | CBRE | 28.97K | $3.9M |
 Chipotle Mexican Grill, Inc. | CMG | 28.57K | $971.45K |
 Core & Main, Inc. | CNM | 28.5K | $1.38M |
 Upstart Holdings, Inc. | UPST | 28.32K | $1M |