Stock Taper 
PERBAK CAPITAL PARTNERS LLP
Latest 13F filing data - Q1 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 NetApp, Inc. | NTAP | 8.33K | $852.6K |
 A. O. Smith Corporation | AOS | 8.31K | $547.76K |
 Mercury Systems, Inc. | MRCY | 8.18K | $596.7K |
 Paychex, Inc. | PAYX | 7.96K | $733.27K |
 Molina Healthcare, Inc. | MOH | 7.75K | $1.03M |
 Paycom Software, Inc. | PAYC | 7.71K | $936.83K |
 Duolingo, Inc. | DUOL | 7.66K | $755.05K |
 ICU Medical, Inc. | ICUI | 7.63K | $985.54K |
 Edwards Lifesciences Corporation | EW | 7.5K | $600.36K |
 Home Bancshares, Inc. | HOMB | 7.46K | $200.76K |
 Uber Technologies, Inc. | UBER | 7.44K | $535.3K |
 LCI Industries | LCII | 7.44K | $914.48K |
 Rubrik, Inc. | RBRK | 7.43K | $363.85K |
 LKQ Corporation | LKQ | 7.38K | $216.9K |
 PJT Partners Inc. | PJT | 7.35K | $1.03M |
 Vertiv Holdings Co | VRT | 7.22K | $1.81M |
 Hinge Health, Inc. | HNGE | 7.14K | $275.24K |
 Red Rock Resorts, Inc. | RRR | 7.13K | $380.35K |
 Wix.com Ltd. | WIX | 7.1K | $639.59K |
 Ambarella, Inc. | AMBA | 6.96K | $358.47K |