Stock Taper

1623 CAPITAL LLC

Latest 13F filing data - Q2 2024

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
NVR, Inc.NVR1.27K$9.62M
Super Micro Computer, Inc.SMCI1.78K$1.46M
Moody's CorporationMCO2.2K$926.05K
ASML Holding N.V.ASML7.45K$7.62M
ServiceNow, Inc.NOW15.1K$11.88M
Pool CorporationPOOL16.26K$5M
Mastercard IncorporatedMA19.35K$8.54M
Carlisle Companies IncorporatedCSL23K$9.32M
Adobe Inc.ADBE24.52K$13.62M
Zoetis Inc.ZTS28.8K$4.99M
Veeva Systems Inc.VEEV31.78K$5.82M
Paycom Software, Inc.PAYC40.9K$5.85M
Visa Inc.V57.95K$15.21M
Broadridge Financial Solutions, Inc.BR61.6K$12.14M
Apple Inc.AAPL62.5K$13.16M
Dollar General CorporationDG63K$8.33M
Amazon.com, Inc.AMZN68.7K$13.28M
The Trade Desk, Inc.TTD87K$8.5M
The Charles Schwab CorporationSCHW182.3K$13.43M