Stock Taper 
OV MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Mastercard Incorporated | MA | 151 | $77.55K |
 Axon Enterprise, Inc. | AXON | 185 | $103.71K |
 CrowdStrike Holdings, Inc. | CRWD | 209 | $159.5K |
 Micron Technology, Inc. | MU | 213 | $245.86K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 245 | $117K |
 Visa Inc. | V | 254 | $87.14K |
 Texas Instruments Incorporated | TXN | 263 | $78.39K |
 Snowflake Inc. | SNOW | 278 | $70.75K |
 Cadence Design Systems, Inc. | CDNS | 290 | $108.84K |
 Datadog, Inc. | DDOG | 423 | $110.13K |
 Cloudflare, Inc. | NET | 444 | $108.9K |
 Palo Alto Networks, Inc. | PANW | 544 | $185.51K |
 Meta Platforms, Inc. | META | 579 | $326.14K |
 Broadcom Inc. | AVGO | 790 | $298.42K |
 Salesforce, Inc. | CRM | 799 | $125.17K |
 Advanced Micro Devices, Inc. | AMD | 818 | $475.18K |
 Robinhood Markets, Inc. | HOOD | 823 | $82.53K |
 Netflix, Inc. | NFLX | 940 | $67.12K |
 Block, Inc. | XYZ | 1.08K | $82.08K |
 Microsoft Corporation | MSFT | 1.16K | $431.58K |