Stock Taper 
QSEMBLE CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Microsoft Corporation | MSFT | 10.37K | $3.87M |
 Marathon Petroleum Corporation | MPC | 10.3K | $2.63M |
 Netflix, Inc. | NFLX | 9.86K | $703.72K |
 Expeditors International of Washington, Inc. | EXPD | 9.8K | $1.6M |
 Birkenstock Holding plc | BIRK | 9.74K | $419.24K |
 Arch Capital Group Ltd. | ACGL | 9.71K | $942.84K |
 Automatic Data Processing, Inc. | ADP | 9.65K | $2.16M |
 McKesson Corporation | MCK | 9.54K | $7.21M |
 Texas Instruments Incorporated | TXN | 9.45K | $2.82M |
 Allison Transmission Holdings, Inc. | ALSN | 9.45K | $1.07M |
 KKR & Co. Inc. | KKR | 8.86K | $813.17K |
 Intuit Inc. | INTU | 8.86K | $2.31M |
 Crocs, Inc. | CROX | 8.86K | $1.07M |
 VeriSign, Inc. | VRSN | 8.63K | $2.17M |
 NVIDIA Corporation | NVDA | 8.51K | $1.7M |
 HEICO Corporation | HEI | 8.28K | $2.95M |
 State Street Corporation | STT | 8.22K | $1.39M |
 Domino's Pizza, Inc. | DPZ | 8.1K | $2.4M |
 Equifax Inc. | EFX | 8.05K | $1.28M |
 Fluor Corporation | FLR | 7.95K | $416.34K |