Stock Taper 
CARTENNA CAPITAL, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 J.B. Hunt Transport Services, Inc. | JBHT | 335K | $96.96M |
 Lam Research Corporation | LRCX | 345K | $149.5M |
 O'Reilly Automotive, Inc. | ORLY | 350K | $32.23M |
 Analog Devices, Inc. | ADI | 385K | $152.91M |
 Allegion plc | ALLE | 400K | $56.2M |
 Howmet Aerospace Inc. | HWM | 450K | $120.99M |
 Starbucks Corporation | SBUX | 460K | $47.01M |
 Amazon.com, Inc. | AMZN | 490K | $116.79M |
 Amphenol Corporation | APH | 615K | $108.44M |
 AMETEK, Inc. | AME | 650K | $157.26M |
 3M Company | MMM | 1.15M | $186.2M |
 Garrett Motion Inc. | GTX | 1.23M | $44.38M |
 TeraWulf Inc. | WULF | 1.25M | $30.88M |
 Somnigroup International Inc | SGI | 1.35M | $105.84M |
 WillScot Holdings Corporation | WSC | 1.8M | $51.95M |