Stock Taper 
QSEMBLE CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Cipher Mining Inc. | CIFR | 22.14K | $542.31K |
 McDonald's Corporation | MCD | 21.87K | $5.91M |
 Atmos Energy Corporation | ATO | 21.47K | $3.7M |
 Insmed Incorporated | INSM | 21.15K | $2.25M |
 Kratos Defense & Security Solutions, Inc. | KTOS | 21.14K | $1.05M |
 Cheniere Energy, Inc. | LNG | 20.99K | $5.02M |
 Cisco Systems, Inc. | CSCO | 20.79K | $2.44M |
 PBF Energy Inc. | PBF | 20.77K | $945.4K |
 D.R. Horton, Inc. | DHI | 20.75K | $3.38M |
 APi Group Corporation | APG | 20.52K | $868.94K |
 BorgWarner Inc. | BWA | 20.46K | $1.36M |
 Commercial Metals Company | CMC | 20.19K | $1.27M |
 Akamai Technologies, Inc. | AKAM | 20.11K | $2.38M |
 Hilton Worldwide Holdings Inc. | HLT | 19.5K | $6.44M |
 Planet Fitness, Inc. | PLNT | 19.35K | $1.01M |
 Howmet Aerospace Inc. | HWM | 18.99K | $5.1M |
 Duke Energy Corporation | DUK | 18.43K | $2.33M |
 Synchrony Financial | SYF | 18.38K | $1.4M |
 RPM International Inc. | RPM | 18.05K | $2.01M |
 Microchip Technology Incorporated | MCHP | 17.96K | $1.64M |