Stock Taper 
SONA ASSET MANAGEMENT (US) LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Sandisk Corporation | SNDK | 2.5K | $5.68B |
 Micron Technology, Inc. | MU | 3K | $3.46B |
 Oklo Inc. | OKLO | 4.6K | $240.72M |
 Applied Materials, Inc. | AMAT | 4.78K | $3.45B |
 Alphabet Inc. | GOOG | 5K | $1.77B |
 Thermo Fisher Scientific Inc. | TMO | 5K | $2.51B |
 Texas Instruments Incorporated | TXN | 7K | $2.09B |
 Ferrari N.V. | RACE | 7.5K | $2.78B |
 Ultra Clean Holdings, Inc. | UCTT | 8.55K | $1.22B |
 Arm Holdings plc American Depositary Shares | ARM | 10K | $3.55B |
 Sensient Technologies Corporation | SXT | 10K | $1.23B |
 Rambus Inc. | RMBS | 10K | $1.33B |
 Snowflake Inc. | SNOW | 10K | $2.54B |
 Aeva Technologies, Inc. | AEVA | 10K | $287.2M |
 Credo Technology Group Holding Ltd | CRDO | 10K | $2.72B |
 Silicon Laboratories Inc. | SLAB | 10.06K | $2.2B |
 Southern Copper Corporation | SCCO | 10.1K | $1.76B |
 The Timken Company | TKR | 14K | $2.03B |
 Bloom Energy Corporation | BE | 14.93K | $4.93B |
 Datadog, Inc. | DDOG | 15K | $3.91B |