Stock Taper 
QSEMBLE CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Marsh & McLennan Companies, Inc. | MRSH | 17.3K | $2.88M |
 General Motors Company | GM | 17.28K | $1.33M |
 Lattice Semiconductor Corporation | LSCC | 16.9K | $2.58M |
 Illinois Tool Works Inc. | ITW | 16.63K | $4.5M |
 Tyson Foods, Inc. | TSN | 16.14K | $923.79K |
 Deutsche Bank AG | DB | 15.5K | $523.25K |
 Eastman Chemical Company | EMN | 15.4K | $1.03M |
 QUALCOMM Incorporated | QCOM | 15.29K | $2.83M |
 Flex Ltd. | FLEX | 15.29K | $2.48M |
 BellRing Brands, Inc. | BRBR | 15.23K | $197.05K |
 Alliant Energy Corporation | LNT | 14.99K | $1.14M |
 Oracle Corporation | ORCL | 14.94K | $2.19M |
 Encompass Health Corporation | EHC | 14.75K | $1.49M |
 Prosperity Bancshares, Inc. | PB | 14.74K | $1.08M |
 TechnipFMC plc | FTI | 14.72K | $975.8K |
 SentinelOne, Inc. | S | 14.59K | $247.59K |
 Teladoc Health, Inc. | TDOC | 14.45K | $122.51K |
 Applied Digital Corp. | APLD | 14.44K | $538.54K |
 Doximity, Inc. | DOCS | 14.39K | $298.47K |
 USA Rare Earth Inc | USAR | 13.95K | $300.93K |