Stock Taper 
TRIASIMA PORTFOLIO MANAGEMENT INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Costco Wholesale Corporation | COST | 332 | $310.58K |
 McKesson Corporation | MCK | 562 | $424.65K |
 Micron Technology, Inc. | MU | 703 | $811.47K |
 Meta Platforms, Inc. | META | 801 | $451.19K |
 Curtiss-Wright Corporation | CW | 865 | $655.46K |
 TKO Group Holdings, Inc. | TKO | 1.18K | $238.15K |
 Casey's General Stores, Inc. | CASY | 1.3K | $1.04M |
 Applied Materials, Inc. | AMAT | 1.58K | $1.14M |
 ASML Holding N.V. | ASML | 2.57K | $5.11M |
 ITT Inc. | ITT | 2.63K | $519.91K |
 Cencora, Inc. | COR | 3.13K | $885.44K |
 CME Group Inc. | CME | 3.42K | $755.24K |
 Monolithic Power Systems, Inc. | MPWR | 3.71K | $5.12M |
 Alphabet Inc. | GOOG | 3.79K | $1.34M |
 Comfort Systems USA, Inc. | FIX | 3.87K | $7.67M |
 Uber Technologies, Inc. | UBER | 4.55K | $328.62K |
 JFrog Ltd. | FROG | 5.66K | $513.93K |
 nVent Electric plc | NVT | 5.66K | $959.31K |
 10x Genomics, Inc. | TXG | 6.14K | $235.41K |
 GE Vernova Inc. | GEV | 6.3K | $7.4M |