Empirical Capital Management, LLC
HENDERSONVILLE, TN · CIK 1642274 · 13F filing filed 2026-07-20
No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.
- Others nearbyHendersonville, TN
$365.9m
reported value
+119.2% vs Q1 2026
17positions
95.5%in top 10
3 new
9 added
1 reduced
1 sold out
vs Q1 2026
Holdings, Q2 2026
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| TAKE-TWO INTERACTIVE SOFTWAR TTWO | $97.8m26.74% | Added +309.9k |
| ROKU INC ROKU | $61.2m16.74% | Added +97.7k |
| ALPHABET INC GOOGL | $35.9m9.82% | Reduced -32.0k |
| COSTCO WHSL CORP NEW COST | $29.3m8.01% | Added +20.0k |
| AMAZON COM INC AMZN | $29.0m7.92% | Added +50.0k |
| REDDIT INC RDDT | $27.2m7.44% | Added +147.8k |
| HUNT J B TRANS SVCS INC JBHT | $23.1m6.32% | Added +78.4k |
| WALMART INC WMT | $19.3m5.26% | Unchanged |
| PALANTIR TECHNOLOGIES INC PLTR | $14.8m4.05% | Added +58.0k |
| TJX COS INC NEW TJX | $11.7m3.21% | Unchanged |
| GENERAC HLDGS INC GNRC | $5.3m1.44% | Added +8.9k |
| TRIUMPH FINANCIAL INC TFIN | $3.8m1.04% | Added +19.6k |
| FOX CORP FOXA | $3.3m0.90% | New |
| TESLA INC TSLA | $2.5m0.69% | Unchanged |
| XPO INC XPO | $1.0m0.28% | Unchanged |
| WERNER ENTERPRISES INC WERN | $262.0k0.07% | New |
| HIMS & HERS HEALTH INC HIMS | $260.0k0.07% | New |
Sold out since Q1 2026
| Security | Value then |
|---|---|
| NETFLIX INC NFLX | $1.9m19.4k shares |