Stock Taper

GRAYPOINT LLC

Latest 13F filing data - Q2 2025

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Berkshire Hathaway Inc.BRK-A2$1.46M
Fair Isaac CorporationFICO144$263.23K
MercadoLibre, Inc.MELI180$470.45K
Markel CorporationMKL180$359.52K
AutoZone, Inc.AZO212$786.99K
Booking Holdings Inc.BKNG247$1.43M
TransDigm Group IncorporatedTDG286$435.3K
United Rentals, Inc.URI375$282.76K
Spotify Technology S.A.SPOT390$299.26K
W.W. Grainger, Inc.GWW427$443.75K
ASML Holding N.V.ASML512$410.6K
Monolithic Power Systems, Inc.MPWR537$392.76K
Axon Enterprise, Inc.AXON581$481.03K
Coinbase Global, Inc.COIN582$203.99K
Charter Communications, Inc.CHTR629$257.14K
Ulta Beauty, Inc.ULTA742$347.12K
Public StoragePSA757$222.13K
Carvana Co.CVNA767$258.45K
Willis Towers Watson Public Limited CompanyWTW802$245.81K
Rockwell Automation, Inc.ROK845$280.6K