Stock Taper 
PHILOSOPHY CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Hims & Hers Health, Inc. | HIMS | 570.8K | $19.79M |
 Trimble Inc. | TRMB | 358.09K | $18.33M |
 Vistra Corp. | VST | 304.4K | $48.29M |
 Corpay, Inc. | CPAY | 113.08K | $37.69M |
 Baidu, Inc. | BIDU | 100K | $11.43M |
 Adobe Inc. | ADBE | 70K | $14.35M |
 Talen Energy Corporation | TLN | 65K | $24.98M |
 HCA Healthcare, Inc. | HCA | 50K | $19.49M |