LONGBOARD ASSET MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CMI | 554 | $233.99K |
 | SYK | 549 | $202.95K |
 | ALNY | 500 | $228.00K |
 | PWR | 489 | $202.65K |
 | SPGI | 469 | $228.27K |
 | GPI | 467 | $204.32K |
 | CW | 451 | $244.87K |
 | TDY | 425 | $249.07K |
 | WINA | 423 | $210.56K |
 | NOC | 412 | $251.04K |
 | NEU | 389 | $322.17K |
 | GS | 386 | $307.39K |
 | PH | 349 | $264.59K |
 | MLM | 327 | $206.10K |
 | URI | 235 | $224.34K |
 | KLAC | 221 | $238.37K |
 | TDG | 152 | $200.34K |
Cummins Inc.
CMI
Shares Held
554
Value
$233.99K
Stryker Corporation
SYK
Shares Held
549
Value
$202.95K
Alnylam Pharmaceuticals, Inc.
ALNY
Shares Held
500
Value
$228.00K
Quanta Services, Inc.
PWR
Shares Held
489
Value
$202.65K
S&P Global Inc.
SPGI
Shares Held
469
Value
$228.27K
Group 1 Automotive, Inc.
GPI
Shares Held
467
Value
$204.32K
Curtiss-Wright Corporation
CW
Shares Held
451
Value
$244.87K
Teledyne Technologies Incorporated
TDY
Shares Held
425
Value
$249.07K
Winmark Corporation
WINA
Shares Held
423
Value
$210.56K
Northrop Grumman Corporation
NOC
Shares Held
412
Value
$251.04K
NewMarket Corporation
NEU
Shares Held
389
Value
$322.17K
The Goldman Sachs Group, Inc.
GS
Shares Held
386
Value
$307.39K
Parker-Hannifin Corporation
PH
Shares Held
349
Value
$264.59K
Martin Marietta Materials, Inc.
MLM
Shares Held
327
Value
$206.10K
United Rentals, Inc.
URI
Shares Held
235
Value
$224.34K
KLA Corporation
KLAC
Shares Held
221
Value
$238.37K
TransDigm Group Incorporated
TDG
Shares Held
152
Value
$200.34K