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Taproot Management LP

All holdings · as of Dec 31, 2025

147 positions

CompanyClassValueShares% of portfolio
TIMKEN CO$341.8K4,0630.1%
GLOBALFOUNDRIES INC$347.0K9,9370.1%
RadNet, Inc.$351.0K4,9200.1%
Crane Co$354.3K1,9210.1%
Dutch Bros Inc.$393.3K6,4240.1%
REGENERON PHARMACEUTICALS, INC.$431.5K5590.1%
AVALONBAY COMMUNITIES INC$445.3K2,4560.1%
QXO, Inc.$465.3K24,1200.1%
SHARKNINJA INC$468.7K4,1890.1%
NEWELL BRANDS INC.$489.7K131,6330.1%
FAIR ISAAC CORP$495.4K2930.1%
Verisk Analytics, Inc.$593.7K2,6540.1%
Applied Industrial Technologies Inc$685.1K2,6680.1%
KBR Inc$749.1K18,6340.1%
Envista Holdings Corp$793.0K36,5260.1%
Camping World Holdings, Inc.$840.5K86,3870.1%
STARBUCKS CORP$844.0K10,0230.1%
TUTOR PERINI CORP$869.7K12,9770.1%
Simply Good Foods Co$903.2K44,9820.1%
BOYD GAMING CORP$926.2K10,8660.2%
3M CO$943.0K5,8900.2%
ASML HOLDING N V$966.1K9030.2%
THOR INDUSTRIES INC$983.3K9,5770.2%
DECKERS OUTDOOR CORP$1.01M9,7060.2%
TETRA TECH INC$1.03M30,8470.2%
ARM HOLDINGS PLC /UKARMADR$1.08M9,8360.2%
Western Digital Corp$1.09M6,3060.2%
Red Rock Resorts, Inc.$1.17M18,8140.2%
TERADYNE, INC$1.17M6,0280.2%
HASBRO, INC.$1.19M14,5150.2%
Yum! Brands Inc$1.26M8,3510.2%
Intuitive Surgical Inc$1.26M2,2310.2%
COHERENT CORP$1.41M7,6500.2%
Fastenal Co$1.46M36,2960.2%
AMN Healthcare Services Inc$1.47M93,0390.2%
Fabrinet$1.60M3,5040.3%
Quest Diagnostics Inc$1.66M9,5940.3%
Carnival Corp Ltd.$1.68M55,0920.3%
COCA-COLA EUROPACIFIC PARTNE$1.75M19,2870.3%
Alignment Healthcare, Inc.$1.84M92,9960.3%
ROYAL CARIBBEAN CRUISES LTD$1.89M6,7720.3%
Ollie's Bargain Outlet Holdings, Inc.$1.90M17,2960.3%
Ventas, Inc.$1.90M24,5100.3%
AUTOZONE INC$1.91M5630.3%
Marvell Technology, Inc.$1.92M22,6470.3%
Zimmer Biomet Holdings Inc$1.95M21,7130.3%
Wingstop Inc.$2.00M8,4030.3%
BRIGHT HORIZONS FAMILY SOLUTIONS INC.$2.08M20,5330.3%
CARPENTER TECHNOLOGY CORP$2.10M6,6850.3%
CareTrust REIT, Inc.$2.11M58,3920.3%
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