Stock Taper 
PINNBROOK CAPITAL MANAGEMENT LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Sandisk Corporation | SNDK | 1.52K | $3.46M |
 Micron Technology, Inc. | MU | 1.8K | $2.08M |
 MACOM Technology Solutions Holdings, Inc. | MTSI | 2.8K | $1.07M |
 Curtiss-Wright Corporation | CW | 3.28K | $2.49M |
 Littelfuse, Inc. | LFUS | 4.32K | $1.97M |
 Crane Company | CR | 4.5K | $1M |
 Morgan Stanley | MS | 4.7K | $982.49K |
 Bloom Energy Corporation | BE | 4.9K | $1.48M |
 Waters Corporation | WAT | 5.36K | $2.01M |
 Celestica Inc. | CLS | 5.6K | $2.04M |
 Ciena Corporation | CIEN | 5.92K | $2.9M |
 Eli Lilly and Company | LLY | 6.64K | $7.96M |
 Amazon.com, Inc. | AMZN | 7.1K | $1.69M |
 UnitedHealth Group Incorporated | UNH | 7.36K | $3.06M |
 Live Nation Entertainment, Inc. | LYV | 8.4K | $1.54M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 8.95K | $4.27M |
 Arista Networks, Inc. | ANET | 9.5K | $1.61M |
 IDEX Corporation | IEX | 9.5K | $2.16M |
 Marathon Petroleum Corporation | MPC | 10.04K | $2.57M |
 Coherent, Inc. | COHR | 10.16K | $4.01M |