Stock Taper

HERON BAY CAPITAL MANAGEMENT

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Atlassian CorporationTEAM36.81K$2.86M
Cirrus Logic, Inc.CRUS33.45K$4.97M
Qualys, Inc.QLYS32.01K$4.4M
Berkshire Hathaway Inc.BRK-B31.94K$15.98M
Medpace Holdings, Inc.MEDP30.28K$16.04M
MSCI Inc.MSCI26.23K$14.69M
KE Holdings Inc.BEKE26.22K$381.01K
Pool CorporationPOOL23.55K$5.06M
Workday, Inc.WDAY22.27K$2.73M
APA CorporationAPA15.81K$514.9K
Coeur Mining, Inc.CDE15.04K$245.4K
Freshworks Inc.FRSH13.53K$136.88K
Amer Sports, Inc.AS12.73K$430.78K
Equinor ASAEQNR11.7K$367.47K
Hecla Mining CompanyHL11.68K$180.22K
Viavi Solutions Inc.VIAV10.65K$508.44K
United Fire Group, Inc.UFCS9.2K$482.34K
Suncor Energy Inc.SU8.88K$476.79K
HubSpot, Inc.HUBS8.83K$1.61M
Apple Inc.AAPL6.81K$1.97M