Stock Taper 
QUANTESSENCE CAPITAL LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 eBay Inc. | EBAY | 1.79K | $200.37K |
 Rambus Inc. | RMBS | 1.76K | $233.22K |
 JPMorgan Chase & Co. | JPM | 1.75K | $571.52K |
 Semtech Corporation | SMTC | 1.53K | $247.31K |
 Fortinet, Inc. | FTNT | 1.48K | $227.66K |
 Live Nation Entertainment, Inc. | LYV | 1.44K | $264.05K |
 Western Digital Corporation | WDC | 1.43K | $914.65K |
 Lam Research Corporation | LRCX | 1.35K | $583.7K |
 FormFactor, Inc. | FORM | 1.34K | $214.79K |
 SPX Technologies, Inc. | SPXC | 1.08K | $263.8K |
 Royal Caribbean Cruises Ltd. | RCL | 1K | $318.8K |
 Costco Wholesale Corporation | COST | 940 | $879.34K |
 Modine Manufacturing Company | MOD | 887 | $236.85K |
 Seagate Technology Holdings plc | STX | 872 | $841.48K |
 Vertex Pharmaceuticals Incorporated | VRTX | 840 | $417.25K |
 Quanta Services, Inc. | PWR | 825 | $594.03K |
 Powell Industries, Inc. | POWL | 821 | $235.1K |
 Valero Energy Corporation | VLO | 797 | $207.57K |
 Fabrinet | FN | 628 | $352.99K |
 Advanced Energy Industries, Inc. | AEIS | 625 | $233.04K |