Stock Taper 
THEMATICS ASSET MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Netflix, Inc. | NFLX | 3.81K | $4.57M |
 Mettler-Toledo International Inc. | MTD | 3.9K | $4.79M |
 Alnylam Pharmaceuticals, Inc. | ALNY | 6.13K | $2.79M |
 Costco Wholesale Corporation | COST | 6.98K | $6.46M |
 Eli Lilly and Company | LLY | 8.65K | $6.6M |
 UnitedHealth Group Incorporated | UNH | 9.24K | $3.19M |
 Intuit Inc. | INTU | 11.33K | $7.74M |
 argenx SE | ARGX | 11.58K | $8.54M |
 Vertex Pharmaceuticals Incorporated | VRTX | 12.63K | $4.95M |
 MSCI Inc. | MSCI | 12.74K | $7.23M |
 Garmin Ltd. | GRMN | 14.53K | $3.58M |
 HubSpot, Inc. | HUBS | 14.55K | $6.81M |
 Stryker Corporation | SYK | 15.02K | $5.55M |
 S&P Global Inc. | SPGI | 15.49K | $7.54M |
 Amazon.com, Inc. | AMZN | 17.2K | $3.78M |
 Oracle Corporation | ORCL | 17.43K | $4.9M |
 Adobe Inc. | ADBE | 17.9K | $6.31M |
 IQVIA Holdings Inc. | IQV | 19.63K | $3.73M |
 Labcorp Holdings Inc. | LH | 21.46K | $6.16M |
 Atlassian Corporation | TEAM | 21.66K | $3.46M |