Stock Taper 
DIFESA CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q2 2023
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Evolv Technologies Holdings, Inc. | EVLV | 600K | $3.6M |
 Acacia Research Corporation | ACTG | 473.05K | $1.97M |
 Energy Transfer LP | ET | 296.38K | $3.76M |
 Black Stone Minerals, L.P. | BSM | 219.55K | $3.5M |
| OI THE ONCOLOGY INSTITUTE INC | TOIIW | 82.75K | $3.72K |
 Enterprise Products Partners L.P. | EPD | 77.03K | $2.03M |
 Esquire Financial Holdings, Inc. | ESQ | 59.27K | $2.71M |
 Amazon.com, Inc. | AMZN | 37.09K | $4.84M |
 Pacific Biosciences of California, Inc. | PACB | 36.7K | $488.11K |
 Context Therapeutics Inc. | CNTX | 34.88K | $55.8K |
 The Charles Schwab Corporation | SCHW | 24.77K | $1.4M |
| WF WEBSTER FINL CORP | WBS | 24.06K | $908.15K |
 Cameco Corporation | CCJ | 19.35K | $606.24K |
 Apple Inc. | AAPL | 16.8K | $3.26M |
 Alliance Resource Partners, L.P. | ARLP | 15.2K | $281.05K |
 Pliant Therapeutics, Inc. | PLRX | 11K | $199.32K |
 The TJX Companies, Inc. | TJX | 10.54K | $893.26K |
 Ocular Therapeutix, Inc. | OCUL | 10K | $51.6K |
 Corvus Pharmaceuticals, Inc. | CRVS | 10K | $22.9K |
 BioMarin Pharmaceutical Inc. | BMRN | 9.25K | $801.79K |