Stock Taper 
HERON BAY CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Sandisk Corporation | SNDK | 186 | $422.91K |
 Seagate Technology Holdings plc | STX | 216 | $208.44K |
 Dycom Industries, Inc. | DY | 541 | $273.52K |
 Eaton Corporation plc | ETN | 590 | $251.41K |
 Teradyne, Inc. | TER | 689 | $333.37K |
 Broadcom Inc. | AVGO | 692 | $261.4K |
 Vicor Corporation | VICR | 749 | $284.45K |
 UnitedHealth Group Incorporated | UNH | 776 | $322.53K |
 Credo Technology Group Holding Ltd | CRDO | 854 | $232.25K |
 Micron Technology, Inc. | MU | 1.07K | $1.23M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 1.31K | $625.14K |
 Expedia Group, Inc. | EXPE | 1.5K | $384.08K |
 Chubb Limited | CB | 1.54K | $526.44K |
 Alphabet Inc. | GOOG | 1.58K | $560.03K |
 Dell Technologies Inc. | DELL | 1.99K | $859.9K |
 Citigroup Inc. | C | 2.07K | $289.44K |
 EOG Resources, Inc. | EOG | 2.26K | $293.71K |
 NVIDIA Corporation | NVDA | 3.31K | $662.17K |
 Kulicke and Soffa Industries, Inc. | KLIC | 3.52K | $471.1K |
 Bloom Energy Corporation | BE | 3.53K | $1.07M |