Stock Taper 
QUANTESSENCE CAPITAL LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 SiTime Corporation | SITM | 342 | $254.98K |
 Monolithic Power Systems, Inc. | MPWR | 350 | $483.83K |
 Eli Lilly and Company | LLY | 373 | $447.39K |
 The Goldman Sachs Group, Inc. | GS | 424 | $428.82K |
 Jabil Inc. | JBL | 524 | $201.99K |
 Synopsys, Inc. | SNPS | 531 | $236.86K |
 Dycom Industries, Inc. | DY | 546 | $276.05K |
 Sterling Infrastructure, Inc. | STRL | 589 | $494.38K |
 Caterpillar Inc. | CAT | 610 | $649.59K |
 Watts Water Technologies, Inc. | WTS | 616 | $241.13K |
 Advanced Energy Industries, Inc. | AEIS | 625 | $233.04K |
 Fabrinet | FN | 628 | $352.99K |
 Valero Energy Corporation | VLO | 797 | $207.57K |
 Powell Industries, Inc. | POWL | 821 | $235.1K |
 Quanta Services, Inc. | PWR | 825 | $594.03K |
 Vertex Pharmaceuticals Incorporated | VRTX | 840 | $417.25K |
 Seagate Technology Holdings plc | STX | 872 | $841.48K |
 Modine Manufacturing Company | MOD | 887 | $236.85K |
 Costco Wholesale Corporation | COST | 940 | $879.34K |
 Royal Caribbean Cruises Ltd. | RCL | 1K | $318.8K |