Stock Taper 
CASTLEKNIGHT MANAGEMENT LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Lumentum Holdings Inc. | LITE | 400 | $343.22K |
 Astera Labs, Inc. Common Stock | ALAB | 800 | $386.42K |
 ASML Holding N.V. | ASML | 840 | $1.67M |
 Cummins Inc. | CMI | 900 | $641.89K |
 Applied Materials, Inc. | AMAT | 1.1K | $795.3K |
 Axon Enterprise, Inc. | AXON | 1.1K | $616.67K |
 S&P Global Inc. | SPGI | 1.1K | $447.99K |
 The Boston Beer Company, Inc. | SAM | 1.2K | $212.44K |
 nVent Electric plc | NVT | 1.25K | $212.01K |
 Teradyne, Inc. | TER | 1.4K | $677.38K |
 MongoDB, Inc. | MDB | 1.65K | $554.24K |
 Jabil Inc. | JBL | 2.1K | $809.51K |
 Dycom Industries, Inc. | DY | 2.2K | $1.11M |
 Sandisk Corporation | SNDK | 2.35K | $5.34M |
 Texas Instruments Incorporated | TXN | 2.6K | $774.98K |
 Carlisle Companies Incorporated | CSL | 2.7K | $979.42K |
 Hawkins, Inc. | HWKN | 2.7K | $383.67K |
 Nebius Group N.V. | NBIS | 2.8K | $773.28K |
 Blackstone Inc. | BX | 2.9K | $341.24K |
 Valero Energy Corporation | VLO | 3.1K | $807.36K |