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CIK 0001948899 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $39.9M | 1.9% | 127,500 SH | New |
| AMAZON COM INC | COM | $223.2M | 10.7%Prev: 4.8% | 966,905 SH | Increased+440,805 SH |
| AMER SPORTS INC | COM SHS | $173.2M | 8.3%Prev: 4.8% | 4,637,149 SH | Increased+1,297,200 SH |
| AUTODESK INC | COM | $80.1M | 3.8%Prev: 3.9% | 270,700 SH | Decreased-23,000 SH |
| BOEING CO | COM | $36.9M | 1.8% | 169,900 SH | New |
| BROADCOM INC | COM | $37.6M | 1.8%Prev: 2.9% | 108,760 SH | Decreased-105,040 SH |
| CARVANA CO | CL A | $90.4M | 4.3%Prev: 3.0% | 214,136 SH | Increased+22,400 SH |
| CYBERARK SOFTWARE LTD | SHS | $115.5M | 5.5%Prev: 5.2% | 258,887 SH | Decreased |
| ECHOSTAR CORP | CL A | $50.5M | 2.4% | 464,600 SH | New |
| LUMENTUM HLDGS INC | COM | $84.0M | 4.0%Prev: 2.6% | 227,837 SH | Increased-159,000 SH |
| META PLATFORMS INC | CL A | $28.8M | 1.4%Prev: 3.4% | 43,652 SH | Decreased-67,648 SH |
| MICROSOFT CORP | COM | $166.9M | 8.0%Prev: 7.4% | 345,100 SH | Decreased |
| MONGODB INC | CL A | $125.6M | 6.0%Prev: 3.5% | 299,166 SH | Increased+24,366 SH |
| NU HLDGS LTD | ORD SHS CL A | $96.5M | 4.6%Prev: 3.2% | 5,765,200 SH | Increased+954,600 SH |
| NVIDIA CORPORATION | COM | $188.4M | 9.0%Prev: 7.8% | 1,010,010 SH | Decreased |
| ROCKET COS INC | COM CL A | $21.8M | 1.0% | 1,127,013 SH | New |
| SEA LTD | SPONSORD ADS | $44.4M | 2.1% | 348,214 SH | New |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $83.6M | 4.0%Prev: 5.2% | 303,430 SH | Decreased-230,000 SH |
| SOMNIGROUP INTERNATIONAL INC | COM | $129.4M | 6.2%Prev: 5.1% | 1,449,193 SH | Increased |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $120.2M | 5.7%Prev: 4.6% | 395,399 SH | Increased |
| UNITED AIRLS HLDGS INC | COM | $120.5M | 5.8%Prev: 3.1% | 1,077,749 SH | Increased+307,700 SH |
| WESTERN DIGITAL CORP | COM | $32.6M | 1.6%Prev: 0.9% | 189,100 SH | Increased |
| 13F-HR |
| 0001948899-26-000008 |
| $2.71B |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001948899-25-000005 | $1.92B | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001948899-26-000005 | $2.08B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001948899-25-000003 | $1.46B | View |