Stock Taper 
QUANTESSENCE CAPITAL LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 SPX Technologies, Inc. | SPXC | 1.08K | $263.8K |
 FormFactor, Inc. | FORM | 1.34K | $214.79K |
 Lam Research Corporation | LRCX | 1.35K | $583.7K |
 Western Digital Corporation | WDC | 1.43K | $914.65K |
 Live Nation Entertainment, Inc. | LYV | 1.44K | $264.05K |
 Fortinet, Inc. | FTNT | 1.48K | $227.66K |
 Semtech Corporation | SMTC | 1.53K | $247.31K |
 JPMorgan Chase & Co. | JPM | 1.75K | $571.52K |
 Rambus Inc. | RMBS | 1.76K | $233.22K |
 eBay Inc. | EBAY | 1.79K | $200.37K |
 TKO Group Holdings, Inc. | TKO | 1.8K | $362.16K |
 Guardant Health, Inc. | GH | 1.81K | $271.55K |
 TTM Technologies, Inc. | TTMI | 1.81K | $339.25K |
 Hilton Worldwide Holdings Inc. | HLT | 2.02K | $667.53K |
 Visa Inc. | V | 2.07K | $711.23K |
 T-Mobile US, Inc. | TMUS | 2.14K | $358.94K |
 CVS Health Corp. | CVS | 2.2K | $227.59K |
 Zscaler, Inc. | ZS | 2.82K | $397.76K |
 Credo Technology Group Holding Ltd | CRDO | 2.84K | $771.79K |
 Verisk Analytics, Inc. | VRSK | 2.9K | $519.74K |