Stock Taper 
HERON BAY CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Berkshire Hathaway Inc. | BRK-B | 31.94K | $15.98M |
 Qualys, Inc. | QLYS | 32.01K | $4.4M |
 Cirrus Logic, Inc. | CRUS | 33.45K | $4.97M |
 Atlassian Corporation | TEAM | 36.81K | $2.86M |
 Lantheus Holdings, Inc. | LNTH | 39.36K | $4.37M |
 PayPal Holdings, Inc. | PYPL | 40.14K | $1.73M |
 McKesson Corporation | MCK | 41.78K | $31.57M |
 Incyte Corporation | INCY | 44.56K | $5.05M |
 Rockwell Automation, Inc. | ROK | 47.62K | $23.57M |
 Texas Instruments Incorporated | TXN | 48.53K | $14.46M |
 S&P Global Inc. | SPGI | 48.81K | $19.88M |
 Installed Building Products, Inc. | IBP | 49.38K | $11.35M |
 Check Point Software Technologies Ltd. | CHKP | 52.17K | $6.86M |
 Adobe Inc. | ADBE | 52.3K | $10.72M |
 Elastic N.V. | ESTC | 56.4K | $3.22M |
 Meta Platforms, Inc. | META | 57.42K | $32.34M |
 Labcorp Holdings Inc. | LH | 59.57K | $16.68M |
 Maplebear Inc. | CART | 61.96K | $2.93M |
 HP Inc. | HPQ | 68.03K | $1.49M |
 Ulta Beauty, Inc. | ULTA | 71.78K | $32.37M |