Stock Taper

ILLUMINE INVESTMENT MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Arista Networks, Inc.ANET0$3.91B
Axcelis Technologies, Inc.ACLS0$1.99B
W. R. Berkley CorporationWRB0$3.5B
Consolidated Water Co. Ltd.CWCO0$773.93M
Costco Wholesale CorporationCOST0$3.84B
DoorDash, Inc.DASH0$3.12B
FabrinetFN0$1.63B
Ferrari N.V.RACE0$574.82M
The Goldman Sachs Group, Inc.GS0$1.06B
Interactive Brokers Group, Inc.IBKR0$4.56B
Intuitive Surgical, Inc.ISRG0$2.9B
JPMorgan Chase & Co.JPM0$1.07B
Lemonade, Inc.LMND0$1.52B
Leonardo DRS, Inc.DRS0$2.36B
Mastercard IncorporatedMA0$463.27M
Merck & Co., Inc.MRK0$432.66M
Meta Platforms, Inc.META0$217.43M
Nebius Group N.V.NBIS0$271.75M
Neurocrine Biosciences, Inc.NBIX0$1.59B
Nutrien Ltd.NTR0$1.45B