Stock Taper 
KP MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Cadence Design Systems, Inc. | CDNS | 12K | $4.5M |
 S&P Global Inc. | SPGI | 12K | $4.62M |
 Astera Labs, Inc. Common Stock | ALAB | 12.75K | $6.16M |
 Datadog, Inc. | DDOG | 15K | $3.91M |
 Union Pacific Corporation | UNP | 15K | $4.08M |
 Applied Materials, Inc. | AMAT | 15K | $10.85M |
 Advanced Micro Devices, Inc. | AMD | 16K | $9.29M |
 Powell Industries, Inc. | POWL | 16.5K | $4.72M |
 GE Aerospace | GE | 16.5K | $6.17M |
 Lumentum Holdings Inc. | LITE | 16.5K | $14.16M |
 JPMorgan Chase & Co. | JPM | 16.53K | $5.41M |
 Bloom Energy Corporation | BE | 16.6K | $5.02M |
 Eaton Corporation plc | ETN | 18.5K | $7.88M |
 Coherent, Inc. | COHR | 19K | $7.49M |
 Visa Inc. | V | 19K | $6.52M |
 Marvell Technology, Inc. | MRVL | 19.5K | $5.81M |
 Aehr Test Systems | AEHR | 20K | $1.92M |
 Meta Platforms, Inc. | META | 20.75K | $11.69M |
 Teradyne, Inc. | TER | 22.5K | $10.89M |
 The Sherwin-Williams Company | SHW | 24K | $8.26M |