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CIK 0001314273 • 6 13F filings • May 14, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $10K | 1.6%Prev: 0.9% | 32,200 SH | Increased |
| ALPHABET INC | CAP STK CL C | $11K | 1.7%Prev: 0.9% | 33,500 SH | Increased |
| AMAZON COM INC | COM | $25K | 4.1%Prev: 2.8% | 109,600 SH | Increased |
| ANALOG DEVICES INC | COM | $14K | 2.2%Prev: 1.3% | 50,300 SH | Increased+5,000 SH |
| APPLE INC | COM | $22K | 3.5%Prev: 2.3% | 79,580 SH | Increased |
| ATLASSIAN CORPORATION | CL A | $8K | 1.3% | 50,000 SH | New |
| BROADCOM INC | COM | $9K | 1.4% | 25,000 SH | New |
| CAPITAL ONE FINL CORP | COM | $6K | 1.0% | 25,000 SH | New |
| CLOUDFLARE INC | CL A COM | $15K | 2.4%Prev: 1.9% | 75,400 SH | Decreased |
| CRANE COMPANY | COMMON STOCK | $10K | 1.6%Prev: 1.2% | 55,000 SH | Increased |
| CROWDSTRIKE HLDGS INC | CL A | $32K | 5.1%Prev: 5.1% | 67,340 SH | Decreased-23,000 SH |
| DOLLAR TREE INC | COM | $4K | 0.7% | 35,000 SH | New |
| DOORDASH INC | CL A | $2K | 0.4% | 10,000 SH | New |
| EATON CORP PLC | SHS | $14K | 2.2%Prev: 1.8% | 42,600 SH | Decreased |
| EMERSON ELEC CO | COM | $13K | 2.0%Prev: 1.1% | 95,000 SH | Increased+25,000 SH |
| GAP INC | COM | $5K | 0.8% | 200,000 SH | New |
| HOME DEPOT INC | COM | $13K | 2.1%Prev: 1.8% | 38,200 SH | Decreased |
| LULULEMON ATHLETICA INC | COM | $4K | 0.6%Prev: 1.6% | 18,640 SH | Decreased-60,000 SH |
| MACOM TECH SOLUTIONS HLDGS I | COM | $7K | 1.1%Prev: 0.7% | 40,700 SH | Increased-5,000 SH |
| MARVELL TECHNOLOGY INC | COM | $28K | 4.5%Prev: 2.4% | 330,000 SH | Increased+85,000 SH |
| MICRON TECHNOLOGY INC | COM | $32K | 5.1%Prev: 2.3% | 110,560 SH | Increased-10,000 SH |
| MONGODB INC | CL A | $10K | 1.7% | 25,000 SH | New |
| MONOLITHIC PWR SYS INC | COM | $20K | 3.3%Prev: 2.4% | 22,500 SH | Decreased |
| MYT NETHERLANDS PARENT B V | ADS | $8K | 1.3%Prev: 0.9% | 950,000 SH | Decreased |
| NVIDIA CORP | COM | $69K | 11.2%Prev: 7.1% | 371,800 SH | Increased+40,000 SH |
| PALO ALTO NETWORKS INC | COM | $25K | 4.0%Prev: 3.8% | 134,640 SH | Decreased-30,000 SH |
| PARKER HANNIFIN CORP | COM | $9K | 1.4%Prev: 0.9% | 10,100 SH | Increased |
| PULTE GROUP INC | COM | $15K | 2.5%Prev: 2.0% | 130,000 SH | Decreased |
| SERVICENOW INC | COM | $20K | 3.2%Prev: 2.7% | 129,600 SH | Decreased+103,680 SH |
| SHARKNINJA INC | COM SHS | $34K | 5.4%Prev: 0.6% | 300,000 SH | Increased+250,000 SH |
| SILICON LABORATORIES INC | COM | $13K | 2.1%Prev: 1.5% | 100,000 SH | Decreased |
| SNOWFLAKE INC | CL A | $31K | 5.0%Prev: 3.7% | 142,200 SH | Decreased |
| TESLA INC | COM | $22K | 3.6%Prev: 2.5% | 50,000 SH | Increased |
| VERTIV HOLDINGS CO | COM CL A | $28K | 4.5%Prev: 2.1% | 170,000 SH | Increased+50,000 SH |
| WAYFAIR INC | CL A | $5K | 0.7%Prev: 0.4% | 45,000 SH | Increased+5,000 SH |
| ZSCALER INC | COM | $27K | 4.4%Prev: 1.7% | 120,000 SH | Increased+70,000 SH |
| 13F-HR |
| 0001314273-26-000007 |
| $917K |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001314273-25-000005 | $843K | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001314273-26-000005 | $724K | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001314273-25-000003 | $714K | View |