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CIK 0002009911 • 4 13F filings • May 15, 2025 – Feb 17, 2026
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Past 4 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CLASS A | $626K | 0.5% | 2,000 SH | New |
| AMAZON COM INC | COM | $1.4M | 1.1% | 6,000 SH | New |
| CAPITAL ONE FINANCIAL CORP | COM | $4.8M | 3.9%Prev: 4.1% | 20,000 SH | Decreased-13,000 SH |
| CHARTER COMMUNICATIONS INC | CLASS A | $4.9M | 3.9%Prev: 12.1% | 23,500 SH | Decreased-51,500 SH |
| COGENT COMMUNICATIONS HLDGS | COM NEW | $3.7M | 2.9%Prev: 10.1% | 170,000 SH | Decreased-279,633 SH |
| GRUPO CIBEST SA | SPONSORED ADS | $4.5M | 3.6%Prev: 3.4% | 70,000 SH | Decreased-42,000 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $2.3M | 1.8% | 12,000 SH | New |
| MASTERCARD INC | CLASS A | $24.3M | 19.5%Prev: 14.3% | 42,560 SH | Decreased-440 SH |
| MERCADOLIBRE INC | COM | $3.8M | 3.0% | 1,870 SH | New |
| META PLATFORMS | CLASS A | $6.2M | 5.0% | 9,400 SH | New |
| MICROSOFT CORP | COM | $967K | 0.8% | 2,000 SH | New |
| PAGSEGURO DIGITAL LTD | COM CLASS A | $7.0M | 5.6%Prev: 7.6% | 728,000 SH | Decreased-567,000 SH |
| SHIFT4 PAYMENTS INC | CLASS A | $24.2M | 19.5%Prev: 18.0% | 385,000 SH | Decreased-12,000 SH |
| STONECO LTD | COM CLASS A | $9.0M | 7.2%Prev: 10.3% | 609,000 SH | Decreased-322,000 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $503K | 0.4% | 1,500 SH | New |
| VANGUARD STAR FDS | VG TL INTL STK F | $1.1M | 0.8% | 14,000 SH | New |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $875K | 0.7% | 14,000 SH | New |
| VISA INC | COM CLASS A | $24.3M | 19.5%Prev: 14.0% | 69,268 SH | Increased-732 SH |
| 13F-HR |
| 0002009911-25-000006 |
| $243.4M |
| View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0002009911-25-000004 | $240.1M | View |