Stock Taper 
THEMATICS ASSET MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 KLA Corporation | KLAC | 21.94K | $23.66M |
 Axon Enterprise, Inc. | AXON | 25.57K | $18.35M |
 Wix.com Ltd. | WIX | 25.65K | $4.56M |
 T-Mobile US, Inc. | TMUS | 26.63K | $6.37M |
 Sprouts Farmers Market, Inc. | SFM | 27.28K | $2.97M |
 Natera, Inc. | NTRA | 30.71K | $4.94M |
 The Walt Disney Company | DIS | 33.56K | $3.84M |
 Equinix, Inc. | EQIX | 34.58K | $27.09M |
 Tyler Technologies, Inc. | TYL | 35.17K | $18.4M |
 Roper Technologies, Inc. | ROP | 36.82K | $18.36M |
 Cintas Corporation | CTAS | 45K | $9.24M |
 Merck & Co., Inc. | MRK | 47.96K | $4.03M |
 The Descartes Systems Group Inc. | DSGX | 48.09K | $4.53M |
 Applied Industrial Technologies, Inc. | AIT | 51.34K | $13.4M |
 Planet Fitness, Inc. | PLNT | 52.48K | $5.45M |
 Zebra Technologies Corporation | ZBRA | 53.19K | $15.81M |
 Autodesk, Inc. | ADSK | 57.39K | $18.23M |
 BJ's Wholesale Club Holdings, Inc. | BJ | 57.45K | $5.36M |
 Littelfuse, Inc. | LFUS | 58.3K | $15.1M |
 CVS Health Corp. | CVS | 58.63K | $4.42M |