Stock Taper

PERBAK CAPITAL PARTNERS LLP

Latest 13F filing data - Q1 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Boston Beer Company, Inc.SAM4.37K$1.01M
Lowe's Companies, Inc.LOW4.36K$1.03M
Microchip Technology IncorporatedMCHP4.32K$279.18K
Garmin Ltd.GRMN4.29K$995.55K
Veralto CorporationVLTO4.22K$373.13K
ResMed Inc.RMD4.14K$929.35K
SkyWest, Inc.SKYW4.08K$374.48K
Zebra Technologies CorporationZBRA3.98K$832.14K
The Brink's CompanyBCO3.91K$404.99K
Cigna CorporationCI3.9K$1.04M
Sea LimitedSE3.84K$317.74K
Old Dominion Freight Line, Inc.ODFL3.79K$740.17K
Arrowhead Pharmaceuticals, Inc.ARWR3.66K$229.29K
Roku, Inc.ROKU3.61K$341.96K
Hamilton Lane IncorporatedHLNE3.61K$358.93K
Alcon Inc.ALC3.51K$264.7K
Grand Canyon Education, Inc.LOPE3.47K$589.66K
Applied Industrial Technologies, Inc.AIT3.44K$911.37K
The PNC Financial Services Group, Inc.PNC3.42K$712.29K
The Allstate CorporationALL3.42K$709.52K