Stock Taper 
ORION CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Apple Inc. | AAPL | 44.63K | $12.91M |
 Arlo Technologies, Inc. | ARLO | 32.66K | $440.26K |
 O'Reilly Automotive, Inc. | ORLY | 26.65K | $2.45M |
 Amazon.com, Inc. | AMZN | 26.55K | $6.33M |
 Nu Holdings Ltd. | NU | 25.2K | $336.67K |
 NVIDIA Corporation | NVDA | 22.35K | $4.47M |
 Alphabet Inc. | GOOG | 22.13K | $7.82M |
 Zeta Global Holdings Corp. | ZETA | 19K | $373.92K |
 Bank of America Corporation | BAC | 18.14K | $1.03M |
 The Trade Desk, Inc. | TTD | 17.46K | $315.77K |
 Fortinet, Inc. | FTNT | 13.71K | $2.11M |
 Netflix, Inc. | NFLX | 12.19K | $870.37K |
 Microsoft Corporation | MSFT | 10.68K | $3.98M |
 Uber Technologies, Inc. | UBER | 10.61K | $765.76K |
 QUALCOMM Incorporated | QCOM | 9.88K | $1.83M |
 Energy Transfer LP | ET | 9.63K | $184.11K |
 Bloom Energy Corporation | BE | 9.61K | $2.91M |
 Intuitive Surgical, Inc. | ISRG | 9.07K | $3.61M |
 Alphabet Inc. | GOOGL | 8.62K | $3.08M |
 AbbVie Inc. | ABBV | 8.14K | $2.05M |