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CIK 0002057153 • 8 13F filings • May 2, 2025 – Aug 12, 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 | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | CALL | $566K | 0.6% | 106 SH | New |
| AMAZON COM INC | COM | $5.4M | 5.4%Prev: 7.0% | 26,012 SH | Increased+381 SH |
| AMPHENOL CORP | CALL | $1.0M | 1.0% | 348 SH | New |
| AMPHENOL CORP | CL A | $3.6M | 3.6% | 28,309 SH | New |
| ANALOG DEVICES INC | COM | $4.0M | 4.0%Prev: 4.5% | 12,596 SH | Increased-4,719 SH |
| APPLE INC | CALL | $414K | 0.4% | 86 SH | New |
| APPLE INC | COM | $3.6M | 3.5%Prev: 4.6% | 13,997 SH | Increased+743 SH |
| CADENCE DESIGN SYSTEM INC | CALL | $652K | 0.7% | 183 SH | New |
| CADENCE DESIGN SYSTEM INC | COM | $1.5M | 1.5%Prev: 3.9% | 5,328 SH | Decreased-4,365 SH |
| COSTAR GROUP INC | CALL | $1.2M | 1.2% | 1,421 SH | New |
| CURTISS WRIGHT CORP | COM | $5.4M | 5.4% | 7,941 SH | New |
| DEERE & CO | CALL | $235K | 0.2% | 23 SH | New |
| DEERE & CO | COM | $4.7M | 4.7%Prev: 4.3% | 8,263 SH | Increased+1,917 SH |
| ECOLAB INC | COM | $3.9M | 3.9% | 14,579 SH | New |
| EMCOR GROUP INC | COM | $4.8M | 4.8%Prev: 4.0% | 6,442 SH | Increased-1,864 SH |
| ENTERPRISE PRODS PARTNERS L | COM | $2.7M | 2.7%Prev: 1.9% | 72,091 SH | Increased+28,225 SH |
| FERRARI N V | COM | $4.6M | 4.6% | 13,650 SH | New |
| INTERNATIONAL BUSINESS MACHS | CALL | $1.0M | 1.0% | 243 SH | New |
| INTERNATIONAL BUSINESS MACHS | COM | $3.0M | 3.0% | 12,281 SH | New |
| INTUIT | CALL | $1.2M | 1.2% | 101 SH | New |
| INTUIT | COM | $2.1M | 2.1%Prev: 4.4% | 4,844 SH | Decreased+8 SH |
| INVESCO QQQ TR | UNIT SER 1 | $773K | 0.8%Prev: 0.9% | 1,339 SH | Increased+826 SH |
| MICROSOFT CORP | CALL | $2.3M | 2.3% | 379 SH | New |
| MICROSOFT CORP | COM | $1.3M | 1.3%Prev: 4.6% | 3,646 SH | Decreased-379 SH |
| NETFLIX INC. | CALL | $2.4M | 2.4% | 976 SH | New |
| NETFLIX INC. | COM | $3.6M | 3.6% | 37,116 SH | New |
| NVIDIA CORPORATION | CALL | $6.9M | 6.9% | 1,246 SH | New |
| NVIDIA CORPORATION | COM | $3.4M | 3.4%Prev: 9.8% | 19,509 SH | Decreased+464 SH |
| SHOPIFY INC | CALL | $1.6M | 1.6% | 239 SH | New |
| SHOPIFY INC | CL A SUB VTG SHS | $2.1M | 2.1% | 17,359 SH | New |
| SNAP INC | CL A | $46K | 0.0%Prev: 0.1% | 10,000 SH | Decreased |
| TAIWAN SEMICONDUCTOR MANUFAC | CALL | $9.0M | 8.9% | 657 SH | New |
| TEXAS INSTRS INC | COM | $3.3M | 3.3% | 16,535 SH | New |
| THERMO FISHER SCIENTIFIC INC | CALL | $703K | 0.7% | 69 SH | New |
| THERMO FISHER SCIENTIFIC INC | COM | $1.5M | 1.5%Prev: 2.7% | 3,116 SH | Decreased-497 SH |
| UNITED RENTALS INC | CALL | $452K | 0.5% | 51 SH | New |
| UNITED RENTALS INC | COM | $2.4M | 2.4%Prev: 3.6% | 3,315 SH | Decreased+113 SH |
| VEEVA SYS INC | CL A COM | $2.8M | 2.8%Prev: 4.7% | 16,093 SH | Decreased+1,159 SH |
| 13F-HR |
| 0001754960-25-000723 |
| $116.7M |
| View |
| Aug 12, 2026 | Q2 2026 | 13F-HR | 0001754960-26-000758 | $119.5M | View |
| Aug 7, 2025 | Q2 2025 | 13F-HR/A | 0001754960-25-000552 | $87.9M | View |
| Apr 29, 2026 | Q1 2026 | 13F-HR/A | 0001754960-26-000346 | $100.1M | View |
| May 2, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000268 | $77.3M | View |