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CIK 0001540531 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AFFIRM HLDGS INC | COM CL A | $26.1M | 3.1%Prev: 2.7% | 350,000 SH | Increased |
| BBB FOODS INC | CL A COM | $78.9M | 9.4%Prev: 9.5% | 2,362,770 SH | Decreased-1,020,000 SH |
| BETA BIONICS INC | COM | $17.5M | 2.1% | 575,000 SH | New |
| CLOUDFLARE INC | CL A COM | $32.5M | 3.9%Prev: 3.7% | 165,000 SH | Decreased |
| COUPANG INC | CL A | $5.9M | 0.7% | 250,000 SH | New |
| FIRST WATCH RESTAURANT GROUP | COM | $16.1M | 1.9%Prev: 2.4% | 1,070,701 SH | Decreased-420,000 SH |
| GDS HLDGS LTD | SPONSORED ADS | $149.5M | 17.8%Prev: 18.2% | 4,283,776 SH | Decreased-238,200 SH |
| HAWAIIAN ELEC INDUSTRIES | COM | $22.8M | 2.7% | 1,850,000 SH | New |
| KLAVIYO INC | COM SER A | $59.7M | 7.1%Prev: 5.3% | 1,838,000 SH | Increased |
| KURA SUSHI USA INC | CL A COM | $28.3M | 3.4%Prev: 3.4% | 541,415 SH | Decreased-15,000 SH |
| MARAVAI LIFESCIENCES HLDGS I | COM CL A | $29.0M | 3.5%Prev: 3.7% | 8,921,335 SH | Decreased-3,600,000 SH |
| NU HLDGS LTD | ORD SHS CL A | $3.1M | 0.4%Prev: 0.5% | 185,000 SH | Decreased-90,000 SH |
| OSCAR HEALTH INC | CL A | $1.8M | 0.2%Prev: 0.4% | 126,855 SH | Decreased-60,000 SH |
| REPLIGEN CORP | COM | $39.5M | 4.7%Prev: 3.3% | 241,233 SH | Increased |
| ROBLOX CORP | CL A | $85.1M | 10.1%Prev: 15.3% | 1,050,000 SH | Decreased-15,000 SH |
| SHAKE SHACK INC | CL A | $159.4M | 19.0%Prev: 17.0% | 1,963,595 SH | Decreased+210,000 SH |
| TOAST INC | CL A | $65.6M | 7.8%Prev: 6.8% | 1,847,840 SH | Increased+65,000 SH |
| WINGSTOP INC | COM | $18.8M | 2.2%Prev: 3.0% | 79,000 SH | Decreased-35,000 SH |
| 13F-HR |
| 0001540531-26-000005 |
| $534.7M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001540531-25-000006 | $945.5M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001540531-26-000003 | $592.4M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0002009911-25-000005 | $677.6M | View |