Stock Taper

EWA, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
TransDigm Group IncorporatedTDG152$203.1K
United Rentals, Inc.URI238$269.42K
Equinix, Inc.EQIX313$325.9K
ASML Holding N.V.ASML318$632.16K
Monolithic Power Systems, Inc.MPWR360$497.2K
Curtiss-Wright CorporationCW380$287.99K
SiTime CorporationSITM381$284.06K
IDEXX Laboratories, Inc.IDXX395$207.94K
Comfort Systems USA, Inc.FIX398$788.51K
Deere & CompanyDE403$255.82K
FabrinetFN430$241.69K
Murphy USA Inc.MUSA437$235.47K
Sandisk CorporationSNDK447$1.02M
Spotify Technology S.A.SPOT471$216.25K
Northrop Grumman CorporationNOC474$241.23K
Vertex Pharmaceuticals IncorporatedVRTX492$244.59K
Hubbell IncorporatedHUBB496$259.27K
S&P Global Inc.SPGI502$204.35K
Ralph Lauren CorporationRL512$205.49K
Synopsys, Inc.SNPS538$239.99K