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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 | |||||
|---|---|---|---|---|---|
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $10K | 7.5%Prev: 6.3% | 81,255 SH | Increased+5,470 SH |
| ALPHABET INC | CAP STK CL A | $7K | 5.1%Prev: 2.5% | 24,084 SH | Increased-1,350 SH |
| ALPHABET INC | CAP STK CL C | $6K | 4.4%Prev: 2.2% | 20,968 SH | Increased-1,219 SH |
| AMAZON COM INC | COM | $5K | 3.4% | 22,446 SH | New |
| APPLE INC | COM | $10K | 7.2%Prev: 5.4% | 38,532 SH | Increased+3 SH |
| ARCH CAP GROUP LTD | COM | $2K | 1.5%Prev: 1.4% | 21,623 SH | Decreased-907 SH |
| AVALONBAY CMTYS INC | COM | $3K | 2.1%Prev: 2.3% | 17,107 SH | Decreased+156 SH |
| BAIDU INC | SPONSORED ADS | $3K | 1.9% | 23,296 SH | New |
| Bitmine Immersion Tecnol | COM | $7K | 5.4% | 372,782 SH | New |
| BROADCOM INC | COM | $6K | 4.5%Prev: 2.4% | 19,724 SH | Increased-2,566 SH |
| CAMDEN PPTY TR | SH BEN INT | $2K | 1.3%Prev: 2.6% | 17,974 SH | Decreased-15,765 SH |
| CHINA LG-CAP ETF | COM | $670 | 0.5% | 18,670 SH | New |
| COSTAR GROUP INC | COM | $895 | 0.7%Prev: 1.1% | 22,187 SH | Decreased-170 SH |
| Dow Chemical Company | COM | $3K | 2.3% | 76,314 SH | New |
| EQUITY LIFESTYLE PPTYS INC | COM | $3K | 2.5%Prev: 2.2% | 54,291 SH | Decreased+1,211 SH |
| EQUITY RESIDENTIAL | SH BEN INT | $3K | 2.5%Prev: 2.5% | 56,598 SH | Decreased+411 SH |
| ESSEX PPTY TR INC | COM | $3K | 2.4%Prev: 2.6% | 13,533 SH | Decreased+177 SH |
| Independence Realty | COM | $1K | 1.1%Prev: 2.5% | 99,066 SH | Decreased-84,762 SH |
| Jd.Com Inc | ADR | $8K | 5.9%Prev: 5.6% | 269,946 SH | Decreased+52,932 SH |
| Kraneshares Tr Csi China Inter | COM | $12K | 9.1%Prev: 8.6% | 435,918 SH | Decreased+45,676 SH |
| Meta Platforms Inc | CL A | $9K | 6.8%Prev: 6.2% | 16,126 SH | Decreased-806 SH |
| MICROSOFT CORP | COM | $8K | 6.0%Prev: 4.5% | 22,020 SH | Increased+3,090 SH |
| MID AMER APT CMNTYS INC | COM | $3K | 1.9%Prev: 2.8% | 20,759 SH | Decreased-5,529 SH |
| Molina Healthcare Inc | COM | $2K | 1.7% | 17,620 SH | New |
| NVIDIA CORPORATION | COM | $5K | 3.5% | 27,395 SH | New |
| PFIZER INC | COM | $3K | 2.2% | 106,092 SH | New |
| SCHWAB STRATEGIC TR | US REIT ETF | $273 | 0.2% | 12,694 SH | New |
| SPDR SER TR | SPDR BLOOMBERG | $4K | 2.7%Prev: 9.3% | 40,341 SH | Decreased-120,735 SH |
| SUN CMNTYS INC | COM | $4K | 2.6%Prev: 2.3% | 27,838 SH | Decreased-23 SH |
| UDR INC | COM | $2K | 1.1%Prev: 2.6% | 45,810 SH | Decreased-46,326 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 |