Stock Taper

BIRNAM OAK ADVISORS, LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
NVIDIA CorporationNVDA1K$200.09K
The Goldman Sachs Group, Inc.GS1K$1.01M
JPMorgan Chase & Co.JPM2K$654.66K
Visa Inc.V2K$686.18K
American Express CompanyAXP2K$676.5K
Microsoft CorporationMSFT3K$1.12M
Apple Inc.AAPL3K$868.08K
Capital One Financial CorporationCOF3.83K$768.98K
Morgan StanleyMS4K$836.16K
Amazon.com, Inc.AMZN9.5K$2.26M
Berkshire Hathaway Inc.BRK-B15K$7.51M
EA ELECTRONIC ARTS INCEA39.41K$8.08M
Viasat, Inc.VSAT40.99K$3.68M
Revolution Medicines, Inc.RVMD107.64K$20.16M
Controladora Vuela Compañía de Aviación, S.A.B. de C.V.VLRS130.16K$1.22M
Dominion Energy, Inc.D150K$10.24M
UniFirst CorporationUNF171.15K$45.26M
Penumbra, Inc.PEN171.28K$54.08M
Norfolk Southern CorporationNSC179.72K$56.54M
Qorvo, Inc.QRVO249.88K$23.31M