Institutions / Taproot Management LP / Holdings

Taproot Management LP

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
Broadcom Inc.	—	$5.17M	14,946	0.8%
KILROY REALTY CORP	—	$5.13M	137,288	0.8%
Churchill Downs Inc	—	$4.96M	43,603	0.8%
Comfort Systems USA Inc	—	$4.89M	5,244	0.8%
BrightSpring Health Services, Inc.	—	$4.88M	130,239	0.8%
VORNADO REALTY TRUST	—	$4.68M	140,533	0.8%
Dexcom Inc	—	$4.53M	68,321	0.7%
Lululemon Athletica Inc	—	$4.50M	21,652	0.7%
APPLIED MATERIALS INC /DE	—	$4.13M	16,055	0.7%
BRISTOL MYERS SQUIBB CO	—	$4.07M	75,366	0.7%
The Boeing Company	—	$3.91M	18,001	0.6%
SL Green Realty Corp	—	$3.77M	82,262	0.6%
ANALOG DEVICES INC	—	$3.76M	13,863	0.6%
ON HLDG AG	—	$3.49M	75,101	0.6%
IQVIA HOLDINGS INC.	—	$3.33M	14,784	0.5%
Henry Schein Inc	—	$3.33M	44,005	0.5%
DYCOM INDUSTRIES INC	—	$3.29M	9,751	0.5%
Elevance Health Inc	—	$3.29M	9,380	0.5%
BioMarin Pharmaceutical Inc	—	$3.22M	54,132	0.5%
CINTAS CORP	—	$3.21M	17,042	0.5%
National Storage Affiliates Trust	—	$3.20M	113,339	0.5%
NVIDIA Corp	—	$3.02M	16,194	0.5%
LOWES COMPANIES INC	—	$2.99M	12,380	0.5%
Apple Hospitality REIT, Inc.	—	$2.88M	243,434	0.5%
NXP Semiconductors N.V.	—	$2.85M	13,153	0.5%
Monster Beverage Corp	—	$2.81M	36,662	0.5%
Vital Farms, Inc.	—	$2.80M	87,790	0.5%
DraftKings Inc.	—	$2.74M	79,536	0.4%
Madison Square Garden Sports Corp.	—	$2.74M	10,575	0.4%
CHEMED CORP	—	$2.73M	6,388	0.4%
ManpowerGroup Inc.	—	$2.69M	90,500	0.4%
Gaming and Leisure Properties Inc	—	$2.66M	59,579	0.4%
CIENA CORP	—	$2.57M	10,988	0.4%
L3HARRIS TECHNOLOGIES, INC. /DE	—	$2.54M	8,657	0.4%
Ferguson Enterprises Inc. /DE	—	$2.54M	11,402	0.4%
WINNEBAGO INDUSTRIES INC	—	$2.53M	62,364	0.4%
Invitation Homes Inc.	—	$2.51M	90,182	0.4%
NIKE, Inc.	—	$2.48M	39,004	0.4%
Host Hotels & Resorts Inc	—	$2.46M	138,989	0.4%
TEXAS INSTRUMENTS INC	—	$2.45M	14,130	0.4%
Keurig Dr Pepper Inc	—	$2.42M	86,304	0.4%
Zoetis Inc.	—	$2.32M	18,433	0.4%
Welltower, Inc.	—	$2.24M	12,085	0.4%
APi Group Corp	—	$2.20M	57,561	0.4%
DiamondRock Hospitality Co	—	$2.20M	245,688	0.4%
Chipotle Mexican Grill Inc	—	$2.18M	58,856	0.4%
Wynn Resorts, Limited	—	$2.15M	17,852	0.3%
CareTrust REIT, Inc.	—	$2.11M	58,392	0.3%
CARPENTER TECHNOLOGY CORP	—	$2.10M	6,685	0.3%
BRIGHT HORIZONS FAMILY SOLUTIONS INC.	—	$2.08M	20,533	0.3%