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CIK 0001827442 • 6 13F filings • May 15, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $136.2M | 10.1%Prev: 8.2% | 590,100 SH | Increased+49,700 SH |
| AUTOZONE INC | COM | $91.8M | 6.8%Prev: 5.6% | 27,053 SH | Increased+8,153 SH |
| BURLINGTON STORES INC | COM | $63.3M | 4.7%Prev: 3.9% | 219,200 SH | Increased |
| CAPITAL ONE FINL CORP | COM | $164.1M | 12.2%Prev: 9.9% | 677,086 SH | Increased |
| CARNIVAL CORP | UNIT 99/99/9999 | $53.1M | 3.9%Prev: 4.7% | 1,739,437 SH | Decreased-631,963 SH |
| CHURCHILL DOWNS INC | COM | $81.4M | 6.0%Prev: 3.3% | 715,580 SH | Increased+215,300 SH |
| FIRST CTZNS BANCSHARES INC D | CL A | $49.7M | 3.7%Prev: 2.9% | 23,159 SH | Increased |
| FLUTTER ENTMT PLC | SHS | $86.0M | 6.4%Prev: 7.4% | 399,847 SH | Decreased-21,553 SH |
| GRUPO TELEVISA S A B | SPON ADR REP ORD | $5.2M | 0.4%Prev: 1.6% | 1,783,510 SH | Decreased-6,634,060 SH |
| ICICI BANK LIMITED | ADR | $122.4M | 9.1%Prev: 8.6% | 4,105,717 SH | Decreased |
| LIBERTY MEDIA CORP DEL | COM LBTY ONE S C | $58.6M | 4.3%Prev: 6.5% | 595,352 SH | Decreased-304,016 SH |
| LOUISIANA PAC CORP | COM | $46.1M | 3.4% | 570,800 SH | New |
| MICROSOFT CORP | COM | $64.3M | 4.8%Prev: 3.2% | 133,000 SH | Increased+43,700 SH |
| PROCORE TECHNOLOGIES INC | COM | $65.0M | 4.8%Prev: 2.6% | 893,380 SH | Increased+370,800 SH |
| SHARKNINJA INC | COM SHS | $131.8M | 9.8%Prev: 9.5% | 1,177,837 SH | Decreased-155,605 SH |
| VALVOLINE INC | COM | $119.3M | 8.8%Prev: 9.3% | 4,106,932 SH | Decreased+370,000 SH |
| WOLFSPEED INC | COMMON STOCK | $11.1M | 0.8% | 639,491 SH | New |
| 13F-HR |
| 0001827442-26-000004 |
| $102.7M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0000902664-25-003618 | $1.46B | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001827442-26-000003 | $1.13B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0000902664-25-002386 | $1.28B | View |