Stock Taper 
KP MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Applied Materials, Inc. | AMAT | 15K | $10.85M |
 Datadog, Inc. | DDOG | 15K | $3.91M |
 Astera Labs, Inc. Common Stock | ALAB | 12.75K | $6.16M |
 Cadence Design Systems, Inc. | CDNS | 12K | $4.5M |
 S&P Global Inc. | SPGI | 12K | $4.62M |
 Mastercard Incorporated | MA | 11.5K | $5.91M |
 Microsoft Corporation | MSFT | 11.5K | $4.29M |
 Moody's Corporation | MCO | 11K | $4.98M |
 Cummins Inc. | CMI | 10K | $7.13M |
 Texas Instruments Incorporated | TXN | 10K | $2.98M |
 SiTime Corporation | SITM | 10K | $7.46M |
 ASML Holding N.V. | ASML | 9.5K | $18.9M |
 Thermo Fisher Scientific Inc. | TMO | 8K | $4.01M |
 Seagate Technology Holdings plc | STX | 8K | $7.72M |
 Cloudflare, Inc. | NET | 7.5K | $1.84M |
 TransDigm Group Incorporated | TDG | 7.35K | $9.79M |
 Costco Wholesale Corporation | COST | 6.5K | $6.08M |
 Quanta Services, Inc. | PWR | 6K | $4.32M |
 Parker-Hannifin Corporation | PH | 6K | $5.87M |
 GE Vernova Inc. | GEV | 5.88K | $6.9M |