Stock Taper 
QSEMBLE CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Waters Corporation | WAT | 2.52K | $945.1K |
 Loar Holdings Inc. | LOAR | 2.5K | $201.77K |
 Voya Financial, Inc. | VOYA | 2.5K | $226.51K |
 Thermo Fisher Scientific Inc. | TMO | 2.46K | $1.23M |
 Eli Lilly and Company | LLY | 2.45K | $2.94M |
 Vail Resorts, Inc. | MTN | 2.2K | $298.99K |
 Alphabet Inc. | GOOGL | 2.15K | $767.99K |
 Analog Devices, Inc. | ADI | 2.09K | $828.89K |
 Air Products and Chemicals, Inc. | APD | 2.08K | $609.81K |
 MSCI Inc. | MSCI | 2.07K | $1.16M |
 The Allstate Corporation | ALL | 2.02K | $480.16K |
 AXIS Capital Holdings Limited | AXS | 1.99K | $213.7K |
 Tyler Technologies, Inc. | TYL | 1.92K | $562.11K |
 BWX Technologies, Inc. | BWXT | 1.85K | $359.91K |
 American Financial Group, Inc. | AFG | 1.81K | $253.99K |
 Advanced Drainage Systems, Inc. | WMS | 1.76K | $275.94K |
 Powell Industries, Inc. | POWL | 1.74K | $499.13K |
 Monolithic Power Systems, Inc. | MPWR | 1.71K | $2.36M |
 PACCAR Inc | PCAR | 1.69K | $203.48K |
 Guardant Health, Inc. | GH | 1.66K | $248.9K |