Stock Taper

LHM, INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Kornit Digital Ltd.KRNT719.32K$11.69M
MasterCraft Boat Holdings, Inc.MCFT219.36K$5.66M
XPEL, Inc.XPEL203.01K$10.07M
Winnebago Industries, Inc.WGO153.71K$4.8M
Microchip Technology IncorporatedMCHP91.67K$8.36M
IPG Photonics CorporationIPGP85.7K$10.05M
Western Alliance BancorporationWAL77.91K$6.4M
Universal Display CorporationOLED74.55K$6.46M
Sony Group CorporationSONY69.23K$1.39M
Whirlpool CorporationWHR58.86K$2.32M
Take-Two Interactive Software, Inc.TTWO45.38K$11.35M
Marvell Technology, Inc.MRVL44.68K$13.31M
Texas Instruments IncorporatedTXN30.66K$9.14M
Amazon.com, Inc.AMZN27.69K$6.6M
Alphabet Inc.GOOGL25.52K$9.12M
Novo Nordisk A/SNVO25.11K$1.2M
Astera Labs, Inc. Common StockALAB13.27K$6.41M
Taiwan Semiconductor Manufacturing Company LimitedTSM1.96K$935.56K