Stock Taper 
CARTENNA CAPITAL, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 AutoZone, Inc. | AZO | 20.5K | $65.52M |
 Space Exploration Technologies Corp. | SPCX | 50K | $8.54M |
 W.W. Grainger, Inc. | GWW | 52.5K | $71.42M |
 Equinix, Inc. | EQIX | 55K | $57.33M |
 Dycom Industries, Inc. | DY | 80K | $40.45M |
 GE Aerospace | GE | 100K | $37.37M |
 XPO Logistics, Inc. | XPO | 140K | $28.74M |
 Spotify Technology S.A. | SPOT | 160K | $73.46M |
 The Timken Company | TKR | 175K | $25.43M |
 Applied Materials, Inc. | AMAT | 190K | $137.37M |
 Watts Water Technologies, Inc. | WTS | 190K | $74.38M |
 Alphabet Inc. | GOOGL | 225K | $80.41M |
 SharkNinja, Inc. | SN | 250K | $38.07M |
 Karman Holdings Inc. | KRMN | 250K | $12.48M |
 Plexus Corp. | PLXS | 265K | $79.68M |
 Motorola Solutions, Inc. | MSI | 290K | $120.43M |
 Lincoln Electric Holdings, Inc. | LECO | 295K | $78.33M |
 Crane Company | CR | 300K | $66.92M |
 Walmart Inc. | WMT | 300K | $33.98M |
 Keysight Technologies, Inc. | KEYS | 325K | $113.77M |