DIFESA CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q2 2023
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | EVLV | 600K | $3.60M |
 | ACTG | 473K | $1.97M |
 | ET | 296K | $3.76M |
 | BSM | 220K | $3.50M |
 | TOIIW | 83K | $3.72K |
 | EPD | 77K | $2.03M |
 | ESQ | 59K | $2.71M |
 | AMZN | 37K | $4.84M |
 | PACB | 37K | $488.11K |
 | CNTX | 35K | $55.80K |
 | SCHW | 25K | $1.40M |
 | WBS | 24K | $908.15K |
 | CCJ | 19K | $606.24K |
 | AAPL | 17K | $3.26M |
 | RPTX | 15K | $163.10K |
 | ARLP | 15K | $281.05K |
 | PLRX | 11K | $199.32K |
 | TJX | 11K | $893.26K |
 | CRVS | 10K | $22.90K |
 | OCUL | 10K | $51.60K |
Evolv Technologies Holdings, Inc.
EVLV
Shares Held
600K
Value
$3.60M
Acacia Research Corporation
ACTG
Shares Held
473K
Value
$1.97M
Energy Transfer LP
ET
Shares Held
296K
Value
$3.76M
Black Stone Minerals, L.P.
BSM
Shares Held
220K
Value
$3.50M
The Oncology Institute, Inc.
TOIIW
Shares Held
83K
Value
$3.72K
Enterprise Products Partners L.P.
EPD
Shares Held
77K
Value
$2.03M
Esquire Financial Holdings, Inc.
ESQ
Shares Held
59K
Value
$2.71M
Amazon.com, Inc.
AMZN
Shares Held
37K
Value
$4.84M
Pacific Biosciences of California, Inc.
PACB
Shares Held
37K
Value
$488.11K
Context Therapeutics Inc.
CNTX
Shares Held
35K
Value
$55.80K
The Charles Schwab Corporation
SCHW
Shares Held
25K
Value
$1.40M
Webster Financial Corporation
WBS
Shares Held
24K
Value
$908.15K
Cameco Corporation
CCJ
Shares Held
19K
Value
$606.24K
Apple Inc.
AAPL
Shares Held
17K
Value
$3.26M
Repare Therapeutics Inc.
RPTX
Shares Held
15K
Value
$163.10K
Alliance Resource Partners, L.P.
ARLP
Shares Held
15K
Value
$281.05K
Pliant Therapeutics, Inc.
PLRX
Shares Held
11K
Value
$199.32K
The TJX Companies, Inc.
TJX
Shares Held
11K
Value
$893.26K
Corvus Pharmaceuticals, Inc.
CRVS
Shares Held
10K
Value
$22.90K
Ocular Therapeutix, Inc.
OCUL
Shares Held
10K
Value
$51.60K