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CIK 0001651473 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $9.4M | 2.4%Prev: 4.5% | 30,000 SH | Decreased-55,000 SH |
| AMAZON COM INC | COM | $23.1M | 5.9%Prev: 4.5% | 100,000 SH | Increased+5,000 SH |
| AMRIZE LTD | SHS | $2.7M | 0.7%Prev: 2.1% | 50,000 SH | Decreased-150,000 SH |
| APPLE INC | COM | $6.8M | 1.7%Prev: 5.5% | 25,000 SH | Decreased-75,000 SH |
| APPLIED DIGITAL CORP | COM NEW | $3.7M | 0.9%Prev: 0.2% | 150,000 SH | Increased+100,000 SH |
| APPLIED MATLS INC | COM | $7.7M | 2.0%Prev: 2.2% | 30,000 SH | Decreased-20,000 SH |
| ASML HOLDING N V | N Y REGISTRY SHS | $6.4M | 1.6%Prev: 2.7% | 6,000 SH | Decreased-7,000 SH |
| BAKER HUGHES COMPANY | CL A | $4.6M | 1.2% | 100,000 SH | New |
| BITFARMS LTD | COM | $1.9M | 0.5%Prev: 0.2% | 800,000 SH | Increased+400,000 SH |
| BLOOM ENERGY CORP | COM CL A | $869K | 0.2% | 10,000 SH | New |
| BROADCOM INC | COM | $3.5M | 0.9%Prev: 2.9% | 10,000 SH | Decreased-30,000 SH |
| CATERPILLAR INC | COM | $5.7M | 1.5%Prev: 1.5% | 10,000 SH | Decreased-5,000 SH |
| CELESTICA INC | COM | $3.0M | 0.8%Prev: 0.5% | 10,000 SH | Increased |
| CIPHER MINING INC | COM | $4.4M | 1.1%Prev: 0.9% | 300,000 SH | Increased-20,000 SH |
| CIRCLE INTERNET GROUP INC | COM CL A | $1.6M | 0.4% | 20,000 SH | New |
| CLEANSPARK INC | COM NEW | $3.5M | 0.9% | 350,000 SH | New |
| CONFLUENT INC | CLASS A COM | $6.0M | 1.5%Prev: 0.9% | 200,000 SH | Increased |
| CORE SCIENTIFIC INC NEW | COM | $5.8M | 1.5% | 400,000 SH | New |
| COREWEAVE INC | COM CL A | $7.2M | 1.8%Prev: 0.9% | 100,000 SH | Increased+70,000 SH |
| CORNING INC | COM | $2.6M | 0.7%Prev: 0.9% | 30,000 SH | Decreased-20,000 SH |
| CROWDSTRIKE HLDGS INC | CL A | $4.7M | 1.2% | 10,000 SH | New |
| DEERE & CO | COM | $9.3M | 2.4% | 20,000 SH | New |
| ELASTIC N V | ORD SHS | $4.2M | 1.1%Prev: 2.2% | 56,000 SH | Decreased-64,000 SH |
| FLEX LTD | ORD | $3.9M | 1.0%Prev: 1.3% | 65,000 SH | Decreased-35,000 SH |
| HIVE DIGITAL TECHNOLOGIES LT | COM NEW | $387K | 0.1%Prev: 0.3% | 150,000 SH | Decreased-175,000 SH |
| HUBSPOT INC | COM | $3.6M | 0.9%Prev: 1.3% | 9,000 SH | Decreased-4,000 SH |
| HUT 8 CORP | COM | $13.8M | 3.5%Prev: 0.8% | 300,000 SH | Increased+200,000 SH |
| INTEL CORP | COM | $7.4M | 1.9%Prev: 1.1% | 200,000 SH | Increased+50,000 SH |
| IREN LIMITED | ORDINARY SHARES | $3.4M | 0.9%Prev: 1.4% | 90,000 SH | Decreased-50,000 SH |
| KLA CORP | COM NEW | $6.1M | 1.6%Prev: 1.9% | 5,000 SH | Decreased-3,010 SH |
| LAM RESEARCH CORP | COM NEW | $8.6M | 2.2%Prev: 0.9% | 50,000 SH | Increased+20,000 SH |
| META PLATFORMS INC | CL A | $26.4M | 6.7%Prev: 2.4% | 40,000 SH | Increased+25,000 SH |
| MICROSOFT CORP | COM | $26.6M | 6.8%Prev: 5.6% | 55,000 SH | Increased+5,000 SH |
| MONGODB INC | CL A | $8.4M | 2.1%Prev: 1.2% | 20,000 SH | Increased+2,000 SH |
| NETFLIX INC | COM | $6.6M | 1.7%Prev: 1.9% | 70,000 SH | Decreased+62,500 SH |
| NIKE INC | CL B | $5.1M | 1.3% | 80,000 SH | New |
| NOKIA CORP | SPONSORED ADR | $647K | 0.2%Prev: 2.1% | 100,000 SH | Decreased-1,900,000 SH |
| NVIDIA CORPORATION | COM | $18.6M | 4.8%Prev: 5.4% | 100,000 SH | Decreased-32,500 SH |
| OKLO INC | COM CL A | $359K | 0.1%Prev: 0.5% | 5,000 SH | Decreased-15,500 SH |
| ON SEMICONDUCTOR CORP | COM | $4.1M | 1.0% | 75,000 SH | New |
| OPENDOOR TECHNOLOGIES INC | *W EXP 11/20/202 | $45K | 0.0% | 50,000 SH | New |
| OPENDOOR TECHNOLOGIES INC | COM | $1.2M | 0.3%Prev: 0.7% | 200,000 SH | Decreased-200,000 SH |
| ORACLE CORP | COM | $1.9M | 0.5%Prev: 1.1% | 10,000 SH | Decreased-7,500 SH |
| PENNYMAC FINL SVCS INC NEW | COM | $2.6M | 0.7%Prev: 0.3% | 20,000 SH | Increased+10,000 SH |
| RIOT PLATFORMS INC | COM | $9.5M | 2.4%Prev: 1.6% | 750,000 SH | Increased+350,000 SH |
| ROCKET COS INC | COM CL A | $13.6M | 3.5%Prev: 2.9% | 700,000 SH | Decreased |
| SAIA INC | COM | $3.9M | 1.0% | 12,000 SH | New |
| SALESFORCE INC | COM | $13.1M | 3.4%Prev: 6.9% | 49,500 SH | Decreased-85,500 SH |
| SAP SE | SPON ADR | $10.9M | 2.8% | 45,000 SH | New |
| SERVICENOW INC | COM | $3.8M | 1.0%Prev: 1.2% | 25,000 SH | Decreased+19,000 SH |
| SNOWFLAKE INC | COM SHS | $7.7M | 2.0%Prev: 1.2% | 35,000 SH | Increased+10,000 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $15.2M | 3.9%Prev: 2.1% | 50,000 SH | Increased+15,000 SH |
| TERAWULF INC | COM | $5.4M | 1.4%Prev: 0.4% | 470,000 SH | Increased+320,000 SH |
| TESLA INC | COM | $4.0M | 1.0% | 9,000 SH | New |
| UNITED PARCEL SERVICE INC | CL B | $2.0M | 0.5% | 20,000 SH | New |
| UNITED RENTALS INC | COM | $6.5M | 1.7%Prev: 2.1% | 8,000 SH | Decreased-2,000 SH |
| UNITY SOFTWARE INC | COM | $2.2M | 0.6%Prev: 1.1% | 50,000 SH | Decreased-75,000 SH |
| UWM HOLDINGS CORPORATION | COM CL A | $3.5M | 0.9%Prev: 0.9% | 800,000 SH | Decreased+150,000 SH |
| VICOR CORP | COM | $9.9M | 2.5% | 90,000 SH | New |
| WESTERN DIGITAL CORP | COM | $1.7M | 0.4%Prev: 1.0% | 10,000 SH | Decreased-30,000 SH |
| 13F-HR |
| 0001104659-26-097164 |
| $712.5M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0000905148-25-002931 | $410.1M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0000905148-26-002366 | $417.3M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0000905148-25-001729 | $216.0M | View |