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Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
AMC Entertainment Holdings, Inc.AMC21$40
Tredegar CorporationTG21$167
Aurora Cannabis Inc.ACB22$62
Zscaler, Inc.ZS24$3.39K
Waters CorporationWAT24$9K
On Holding AGONON25$886
Vertex Pharmaceuticals IncorporatedVRTX25$12.42K
Axon Enterprise, Inc.AXON26$14.58K
Globant S.A.GLOB27$781
Calix, Inc.CALX27$1.01K
Ameriprise Financial, Inc.AMP28$12.64K
Coinbase Global, Inc.COIN28$4.09K
The J. M. Smucker CompanySJM28$3.16K
HP Inc.HPQ29$638
Citizens Financial Group, Inc.CFG29$2.06K
MercadoLibre, Inc.MELI30$50.92K
Inseego Corp.INSG30$310
MongoDB, Inc.MDB30$10.08K
Embecta Corp.EMBC32$104
Snowflake Inc.SNOW32$8.14K