Stock Taper

NINEPOINTTWO CAPITAL LLC

Latest 13F filing data - Q4 2023

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Braze, Inc.BRZE5.84K$310K
Uber Technologies, Inc.UBER5.97K$367K
Green Brick Partners, Inc.GRBK6.31K$327K
DocuSign, Inc.DOCU6.32K$375K
Ambarella, Inc.AMBA6.45K$395K
Dave & Buster's Entertainment, Inc.PLAY6.47K$348K
U.S. BancorpUSB6.65K$287K
Meta Platforms, Inc.META6.75K$2.39M
Mueller Industries, Inc.MLI6.79K$319K
Artisan Partners Asset Management Inc.APAM6.87K$303K
Western Alliance BancorporationWAL7.11K$467K
Microsoft CorporationMSFT7.24K$2.72M
Alphabet Inc.GOOGL7.24K$1.01M
Arrowhead Pharmaceuticals, Inc.ARWR7.46K$228K
JH JANUS HENDERSON GROUP PLCJHG7.77K$234K
TransMedics Group, Inc.TMDX7.88K$621K
Option Care Health, Inc.OPCH7.88K$265K
Taiwan Semiconductor Manufacturing Company LimitedTSM8.26K$858K
Truist Financial CorporationTFC8.27K$305K
Camping World Holdings, Inc.CWH8.32K$218K