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CIK 0001798485 • 7 13F filings • Apr 9, 2025 – Oct 15, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| Advanced Micro Devices | COM | $1K | 0.8% | 12,613 SH | |
| AIRBNB INC | COM | $1K | 0.9% | 11,856 SH | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $10K | 6.3% | 75,785 SH | |
| ALPHABET INC | CAP STK CL A | $4K | 2.5% | 25,434 SH | |
| ALPHABET INC | CAP STK CL C | $3K | 2.2% | 22,187 SH | |
| ANSYS INC | COM | $839 | 0.5% | 2,649 SH | |
| APPLE INC | COM | $9K | 5.4% | 38,529 SH | |
| ARCH CAP GROUP LTD | COM | $2K | 1.4% | 22,530 SH | |
| AVALONBAY CMTYS INC | COM | $4K | 2.3% | 16,951 SH | |
| BROADCOM INC | COM | $4K | 2.4% | 22,290 SH | |
| CAMDEN PPTY TR | SH BEN INT | $4K | 2.6% | 33,739 SH | |
| CHOICE HOTELS INTL INC | COM | $2K | 1.0% | 12,022 SH | |
| COSTAR GROUP INC | COM | $2K | 1.1% | 22,357 SH | |
| CROWDSTRIKE HLDGS INC | CL A | $2K | 1.6% | 7,066 SH | |
| Easterly Govt Pptys Inc Com | SH BEN INT | $3K | 2.1% | 320,513 SH | |
| EQUITY LIFESTYLE PPTYS INC | COM | $4K | 2.2% | 53,080 SH | |
| EQUITY RESIDENTIAL | SH BEN INT | $4K | 2.5% | 56,187 SH | |
| ESSEX PPTY TR INC | COM | $4K | 2.6% | 13,356 SH | |
| EXXON MOBIL CORP | COM | $269 | 0.2% | 2,259 SH | |
| FACTSET RESH SYS INC | COM | $2K | 1.1% | 3,880 SH | |
| GARTNER INC | COM | $2K | 1.2% | 4,527 SH | |
| HYATT HOTELS CORP | COM | $1K | 0.9% | 11,261 SH | |
| IDEXX LABS INC | COM | $2K | 1.3% | 5,042 SH | |
| ILLUMINA INC | COM | $1K | 0.8% | 15,066 SH | |
| Impinj Inc | COM | $354 | 0.2% | 3,900 SH | |
| Independence Realty | COM | $4K | 2.5% | 183,828 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $5K | 3.4% | 11,460 SH | |
| Jd.Com Inc | ADR | $9K | 5.6% | 217,014 SH | |
| JOHNSON & JOHNSON | COM | $338 | 0.2% | 2,040 SH | |
| Kraneshares Tr Csi China Inter | COM | $14K | 8.6% | 390,242 SH | |
| Meta Platforms Inc | CL A | $10K | 6.2% | 16,932 SH | |
| MICROSOFT CORP | COM | $7K | 4.5% | 18,930 SH | |
| MID AMER APT CMNTYS INC | COM | $4K | 2.8% | 26,288 SH | |
| MSCI INC | COM | $2K | 1.3% | 3,754 SH | |
| PEPSICO INC | COM | $551 | 0.3% | 3,673 SH | |
| PRUDENTIAL FINL INC | COM | $385 | 0.2% | 3,446 SH | |
| SPDR SER TR | SPDR BLOOMBERG | $15K | 9.3% | 161,076 SH | |
| SUN CMNTYS INC | COM | $4K | 2.3% | 27,861 SH | |
| Synopsys Inc | COM | $609 | 0.4% | 1,420 SH | |
| TESLA INC | COM | $2K | 1.2% | 7,264 SH | |
| TRANSDIGM GROUP INC | COM | $2K | 1.4% | 1,655 SH | |
| UDR INC | COM | $4K | 2.6% | 92,136 SH | |
| VAIL RESORTS INC | COM | $2K | 1.0% | 9,513 SH |
| 13F-HR |
| 0001798485-25-000005 |
| $184K |
| View |
| Jul 8, 2026 | Q2 2026 | 13F-HR | 0001798485-26-000003 | $164K | View |
| Jul 23, 2025 | Q2 2025 | 13F-HR | 0001798485-25-000003 | $165K | View |
| Apr 20, 2026 | Q1 2026 | 13F-HR | 0001798485-26-000002 | $136K | View |
| Apr 9, 2025 | Q1 2025 | 13F-HR | 0001798485-25-000002 | $158K | View |