Sign In
test

Daysun Chang

Taproot Management Lp

Assets Managed
$529.703M
Holdings
180
Last Quarter
2026 - Q1
Filed Date
1mo 17d ago
Growth Rate
-14.18%(2Q avg: -7.09%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Taproot Management Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 180 positions.

Assets under management

The assets under management (AUM) of Taproot Management Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 529.703M in assets, with a quarterly growth rate of -14.18% and a 2-quarter average growth rate of -7.09%. The portfolio is managed by Daysun Chang, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
PFGC
Performance Food Group Co
Recent Activity
Decreased -7.57%
2.07%
$10.951M
127,841 shares@ $85.66 avg price
WST
West Pharmaceutical Services
Recent Activity
Decreased -2.42%
2.07%
$10.946M
43,673 shares@ $250.65 avg price
ELV
Elevance Health Inc
Recent Activity
Increased 242.34%
1.78%
$9.4M
32,111 shares@ $292.75 avg price
TMO
Thermo Fisher Scientific Inc
Recent Activity
Decreased -3.24%
1.77%
$9.368M
19,058 shares@ $491.54 avg price
AVB
Avalonbay Communities Inc
Recent Activity
Increased 2064.3%
1.64%
$8.683M
53,155 shares@ $163.35 avg price
ABBV
Abbvie Inc
Recent Activity
New Position
1.49%
$7.847M
36,080 shares@ $217.49 avg price
KO
Coca-cola Co The
Recent Activity
New Position
1.48%
$7.796M
102,508 shares@ $76.05 avg price
FAST
Fastenal Co
Recent Activity
Increased 345.51%
1.42%
$7.503M
161,700 shares@ $46.4 avg price
RRX
Regal Rexnord Corp
Recent Activity
New Position
1.4%
$7.371M
39,360 shares@ $187.27 avg price
ABT
Abbott Laboratories
Recent Activity
New Position
1.37%
$7.231M
70,425 shares@ $102.68 avg price

1-10 of 180