Stock Taper

TEMA ETFS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
SiTime CorporationSITM22$16.4K
NVR, Inc.NVR58$395.18K
Pool CorporationPOOL83$17.84K
Semtech CorporationSMTC99$16.02K
Affiliated Managers Group, Inc.AMG125$42.3K
DaVita Inc.DVA156$34.71K
Assurant, Inc.AIZ227$60.96K
Everspin Technologies, Inc.MRAM228$5.51K
Lennox International Inc.LII296$169.59K
Nordson CorporationNDSN311$93.83K
AutoZone, Inc.AZO320$1.02M
Ralph Lauren CorporationRL342$137.28K
Mettler-Toledo International Inc.MTD347$443.3K
IDEX CorporationIEX361$81.93K
Casey's General Stores, Inc.CASY397$315.53K
Applied Optoelectronics, Inc.AAOI421$62.38K
Universal Health Services, Inc.UHS432$64.23K
Erie Indemnity CompanyERIE434$104.05K
Veeco Instruments Inc.VECO437$33.13K
TKO Group Holdings, Inc.TKO466$93.81K