Stock Taper 
TRIASIMA PORTFOLIO MANAGEMENT INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 NVIDIA Corporation | NVDA | 51.65K | $10.33M |
 AerCap Holdings N.V. | AER | 48.42K | $7.06M |
 Welltower Inc. | WELL | 48.36K | $10.98M |
 Alphabet Inc. | GOOGL | 47.98K | $17.15M |
 TC Energy Corporation | TRP | 46.77K | $3.1M |
 Gilead Sciences, Inc. | GILD | 45.24K | $5.72M |
 Novartis AG | NVS | 44.76K | $7.01M |
 Wheaton Precious Metals Corp. | WPM | 42.75K | $4.81M |
 Simon Property Group, Inc. | SPG | 42.58K | $9.52M |
 Suncor Energy Inc. | SU | 40.78K | $2.19M |
 Banco de Chile | BCH | 38.91K | $1.55M |
 Nextpower Inc. | NXT | 37.12K | $4.42M |
 Apple Inc. | AAPL | 36.83K | $10.66M |
 Cognex Corporation | CGNX | 33.58K | $2.43M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 33.46K | $15.98M |
 CVS Health Corp. | CVS | 32.72K | $3.38M |
 Celestica Inc. | CLS | 32.2K | $11.74M |
 C.H. Robinson Worldwide, Inc. | CHRW | 31.3K | $5.9M |
 KLA Corporation | KLAC | 31.3K | $9.44M |
 Microsoft Corporation | MSFT | 28.43K | $10.6M |