Stock Taper 
CONCENTRIC CAPITAL STRATEGIES, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 IPG Photonics Corporation | IPGP | 9.2K | $1.08M |
 MACOM Technology Solutions Holdings, Inc. | MTSI | 9.21K | $3.5M |
 Ducommun Incorporated | DCO | 9.38K | $1.74M |
 nLIGHT, Inc. | LASR | 9.48K | $659.86K |
 AerCap Holdings N.V. | AER | 9.53K | $1.39M |
 Snowflake Inc. | SNOW | 9.72K | $2.47M |
 Corning Inc | GLW | 9.77K | $2.5M |
 Symbotic Inc. | SYM | 9.84K | $442.44K |
 Garrett Motion Inc. | GTX | 10.14K | $367.55K |
 Citigroup Inc. | C | 10.19K | $1.43M |
 Lockheed Martin Corporation | LMT | 10.21K | $5.2M |
 BJ's Wholesale Club Holdings, Inc. | BJ | 10.26K | $894.88K |
 Credo Technology Group Holding Ltd | CRDO | 10.32K | $2.81M |
 Arrow Electronics, Inc. | ARW | 10.53K | $2.25M |
 Applied Industrial Technologies, Inc. | AIT | 10.55K | $3.57M |
 MasTec, Inc. | MTZ | 11.18K | $4.65M |
 Cipher Mining Inc. | CIFR | 11.19K | $274.13K |
 Huntington Ingalls Industries, Inc. | HII | 11.22K | $3.14M |
 BlueLinx Holdings Inc. | BXC | 11.27K | $697.08K |
 IREN Limited | IREN | 11.35K | $518.9K |