Stock Taper 
HAVEMEYER PLACE LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Eversource Energy | ES | 1.44K | $104.07K |
 SiTime Corporation | SITM | 1.47K | $1.1M |
 AutoZone, Inc. | AZO | 1.5K | $4.8M |
 Equinix, Inc. | EQIX | 1.51K | $1.57M |
 First Solar, Inc. | FSLR | 1.56K | $367.15K |
 Paycom Software, Inc. | PAYC | 1.61K | $202.09K |
 East West Bancorp, Inc. | EWBC | 1.65K | $213.39K |
 Gilead Sciences, Inc. | GILD | 1.66K | $209.85K |
 FormFactor, Inc. | FORM | 1.68K | $269K |
 TD Synnex Corp | SNX | 1.69K | $451.81K |
 Tower Semiconductor Ltd. | TSEM | 1.79K | $466.29K |
 Expeditors International of Washington, Inc. | EXPD | 1.82K | $297.44K |
 Novo Nordisk A/S | NVO | 1.87K | $89.65K |
 Duke Energy Corporation | DUK | 1.89K | $239.62K |
 RTX Corporation | RTX | 1.9K | $359.54K |
 argenx SE | ARGX | 1.95K | $1.81M |
 AppLovin Corporation | APP | 2.02K | $1.04M |
 Everest Group, Ltd. | EG | 2.02K | $721.61K |
 Globe Life Inc. | GL | 2.05K | $366.47K |
 Lennox International Inc. | LII | 2.07K | $1.19M |