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CIK 0001622610 • 6 13F filings • May 14, 2025 – Aug 25, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AIR LEASE CORP | CL A | $28.7M | 3.0% | 446,067 SH | New |
| ALASKA AIR GROUP INC | COM | $2.2M | 0.2% | 43,422 SH | New |
| ALPHABET INC | CAP STK CL A | $2.2M | 0.2% | 7,000 SH | New |
| ALPHABET INC | CAP STK CL C | $941K | 0.1% | 3,000 SH | New |
| AMAZON COM INC | COM | $4.3M | 0.5%Prev: 0.2% | 18,828 SH | Increased+13,500 SH |
| AMBEV SA | SPONSORED ADR | $349K | 0.0% | 141,469 SH | New |
| ARCOS DORADOS HOLDINGS INC | SHS CLASS -A - | $1.1M | 0.1% | 154,584 SH | New |
| BLOOM ENERGY CORP | COM CL A | $272K | 0.0% | 3,125 SH | New |
| CELESTICA INC | COM | $263K | 0.0% | 890 SH | New |
| CHART INDS INC | COM | $185.8M | 19.4%Prev: 11.5% | 900,952 SH | Increased+460,206 SH |
| CIPHER MINING INC | COM | $263K | 0.0% | 17,820 SH | New |
| CLEANSPARK INC | COM NEW | $200K | 0.0% | 19,722 SH | New |
| COHERENT CORP | COM | $205K | 0.0% | 1,110 SH | New |
| CSG SYS INTL INC | COM | $10.3M | 1.1% | 133,995 SH | New |
| CYBERARK SOFTWARE LTD | SHS | $153.8M | 16.1%Prev: 12.0% | 344,748 SH | Increased+153,851 SH |
| DAYFORCE INC | COM | $89.9M | 9.4% | 1,299,386 SH | New |
| ELECTRONIC ARTS INC | COM | $136.2M | 14.2%Prev: 2.1% | 666,473 SH | Increased+586,473 SH |
| EXACT SCIENCES CORP | COM | $66.2M | 6.9% | 651,423 SH | New |
| HOLOGIC INC | COM | $47.0M | 4.9% | 630,749 SH | New |
| IREN LIMITED | ORDINARY SHARES | $308K | 0.0% | 8,165 SH | New |
| ISHARES INC | CALL | $248K | 0.0%Prev: 0.4% | 19,800 SH | Decreased-27,626 SH |
| ISHARES INC | MSCI BRAZIL ETF | $3.7M | 0.4%Prev: 6.4% | 117,187 SH | Decreased-1,458,584 SH |
| ISHARES TR | CALL | $2.3M | 0.2%Prev: 0.7% | 99,140 SH | Decreased-17,050 SH |
| ISHARES TR | MSCI EAFE ETF | $66.5M | 6.9%Prev: 3.5% | 692,000 SH | Increased+406,500 SH |
| ISHARES TR | MSCI EMG MKT ETF | $23.5M | 2.5%Prev: 11.7% | 430,077 SH | Decreased-1,250,000 SH |
| JBS N.V. | CL A SHS | $2.2M | 0.2% | 150,000 SH | New |
| LOMA NEGRA C I A S A MTN 14 | SPONSORED ADS | $1.1M | 0.1% | 85,426 SH | New |
| LUMENTUM HLDGS INC | COM | $341K | 0.0% | 925 SH | New |
| NU HLDGS LTD | ORD SHS CL A | $1.8M | 0.2%Prev: 2.6% | 106,594 SH | Decreased-1,144,153 SH |
| OLIN CORP | COM PAR $1 | $692K | 0.1%Prev: 0.1% | 33,200 SH | Decreased-11,800 SH |
| PAGSEGURO DIGITAL LTD | COM CL A | $3.5M | 0.4% | 362,484 SH | New |
| PAMPA ENERGIA S A | SPONS ADR LVL I | $8.5M | 0.9%Prev: 0.8% | 96,420 SH | Increased-8,166 SH |
| PETROLEO BRASILEIRO SA PETRO | SPONSORED ADR | $863K | 0.1% | 72,841 SH | New |
| SELECT SECTOR SPDR TR | CALL | $658K | 0.1%Prev: 0.1% | 71,603 SH | Decreased+61,603 SH |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $52.0M | 5.4% | 950,000 SH | New |
| SIGNET JEWELERS LIMITED | SHS | $2.8M | 0.3% | 33,623 SH | New |
| STAAR SURGICAL CO | COM PAR $0.01 | $2.1M | 0.2% | 90,000 SH | New |
| STONECO LTD | COM CL A | $5.1M | 0.5% | 347,565 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $2.7M | 0.3% | 9,000 SH | New |
| TERAWULF INC | COM | $243K | 0.0% | 21,123 SH | New |
| TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADS | $961K | 0.1% | 30,800 SH | New |
| VTEX | SHS CL A | $2.2M | 0.2% | 578,098 SH | New |
| WARNER BROS DISCOVERY INC | COM SER A | $5.2M | 0.5% | 180,000 SH | New |
| XP INC | CL A | $37.0M | 3.9%Prev: 2.6% | 2,262,857 SH | Increased+1,178,246 SH |
| 13F-HR |
| 0001622610-26-000007 |
| $994.1M |
| View |
| Aug 11, 2025 | Q2 2025 | 13F-HR | 0001622610-25-000004 | $311.8M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001622610-26-000003 | $877.1M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001622610-25-000003 | $235.9M | View |