Stock Taper 
KP MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Woodward, Inc. | WWD | 24.5K | $10.42M |
 The Boeing Company | BA | 24.5K | $5.3M |
 CRH plc | CRH | 25K | $2.67M |
 TTM Technologies, Inc. | TTMI | 30K | $5.61M |
 Distribution Solutions Group, Inc. | DSGR | 31.39K | $858.43K |
 Broadcom Inc. | AVGO | 32.5K | $12.28M |
 HEICO Corporation | HEI | 33.75K | $12.02M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 35K | $16.71M |
 nLIGHT, Inc. | LASR | 40K | $2.78M |
 Apple Inc. | AAPL | 40K | $11.57M |
 Alphabet Inc. | GOOGL | 43K | $15.37M |
 KLA Corporation | KLAC | 45K | $13.58M |
 Navitas Semiconductor Corp | NVTS | 47.44K | $850.14K |
 Viavi Solutions Inc. | VIAV | 50K | $2.39M |
 Amazon.com, Inc. | AMZN | 51.5K | $12.27M |
 Super Micro Computer, Inc. | SMCI | 55K | $1.61M |
 Tower Semiconductor Ltd. | TSEM | 61.03K | $15.91M |
 Solstice Advanced Materials Inc. | SOLS | 63.3K | $5.61M |
 O'Reilly Automotive, Inc. | ORLY | 67.5K | $6.22M |
 Semtech Corporation | SMTC | 70K | $11.33M |