Stock Taper 
THOMA CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Digital Realty Trust, Inc. | DLR | 4.18K | $751.57K |
 International Business Machines Corporation | IBM | 4.34K | $1.22M |
 Microsoft Corporation | MSFT | 4.54K | $1.69M |
 Alphabet Inc. | GOOGL | 4.69K | $1.67M |
 Diamondback Energy, Inc. | FANG | 4.93K | $866.27K |
 Chevron Corporation | CVX | 5.16K | $854.61K |
 Palantir Technologies Inc. | PLTR | 5.49K | $639.93K |
 CAVA Group, Inc. | CAVA | 5.7K | $447.18K |
 Cloudflare, Inc. | NET | 5.72K | $1.4M |
 Blackstone Inc. | BX | 6.19K | $728.26K |
 CSX Corporation | CSX | 6.7K | $318.59K |
 Marvell Technology, Inc. | MRVL | 8K | $2.38M |
 Amazon.com, Inc. | AMZN | 8.33K | $1.99M |
 Walmart Inc. | WMT | 8.34K | $944.35K |
 American Electric Power Company, Inc. | AEP | 8.37K | $1.14M |
 NVIDIA Corporation | NVDA | 8.64K | $1.73M |
 The Walt Disney Company | DIS | 8.84K | $850.52K |
 T. Rowe Price Group, Inc. | TROW | 10.31K | $1.17M |
 Apple Inc. | AAPL | 10.68K | $3.09M |
 BNY Mellon Strategic Municipals, Inc. | LEO | 10.85K | $70.08K |