Stock Taper 
SLT HOLDINGS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Monolithic Power Systems, Inc. | MPWR | 175 | $241.91K |
 Caterpillar Inc. | CAT | 255 | $271.55K |
 Seagate Technology Holdings plc | STX | 325 | $313.63K |
 Deere & Company | DE | 402 | $255K |
 Quanta Services, Inc. | PWR | 474 | $341.3K |
 Vertex Pharmaceuticals Incorporated | VRTX | 503 | $249.85K |
 GE Vernova Inc. | GEV | 542 | $636.77K |
 Lam Research Corporation | LRCX | 693 | $300.41K |
 Astera Labs, Inc. Common Stock | ALAB | 750 | $362.26K |
 Sandisk Corporation | SNDK | 800 | $1.82M |
 Costco Wholesale Corporation | COST | 898 | $839.69K |
 Visa Inc. | V | 933 | $320.06K |
 Eli Lilly and Company | LLY | 965 | $1.16M |
 AppLovin Corporation | APP | 970 | $499.77K |
 United Rentals, Inc. | URI | 987 | $1.12M |
 Credo Technology Group Holding Ltd | CRDO | 1.05K | $285.55K |
 Alphabet Inc. | GOOGL | 1.29K | $461.57K |
 Cerebras Systems Inc. | CBRS | 1.4K | $309.4K |
 American Express Company | AXP | 1.47K | $498.58K |
 NIO Inc. | NIO | 1.5K | $7.59K |