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CIK 0001764725 • 6 13F filings • May 14, 2025 – Aug 3, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | $42.6M | 4.4%Prev: 1.3% | 135,688 SH | Increased+87,913 SH |
| AMAZON COM INC | COM | $44.6M | 4.6%Prev: 6.5% | 193,250 SH | Decreased-61,565 SH |
| BIRKENSTOCK HOLDING PLC | COM SHS | $13.4M | 1.4% | 326,576 SH | New |
| CACI INTL INC | CL A | $47.2M | 4.9%Prev: 5.9% | 88,591 SH | Decreased-13,437 SH |
| CDW CORP | COM | $51.7M | 5.3% | 379,940 SH | New |
| COMFORT SYS USA INC | COM | $51.9M | 5.3%Prev: 9.1% | 55,601 SH | Decreased-40,006 SH |
| CRH PLC | ORD | $55.9M | 5.7%Prev: 5.0% | 448,209 SH | Increased+89,002 SH |
| DIGITALBRIDGE GROUP INC | CL A NEW | $30.7M | 3.2% | 2,000,000 SH | New |
| GRUPO CIBEST SA | SPON ADS | $24.3M | 2.5%Prev: 2.1% | 382,023 SH | Increased+25,466 SH |
| HASBRO INC | COM | $18.9M | 1.9% | 230,000 SH | New |
| KEYSIGHT TECHNOLOGIES INC | COM | $47.8M | 4.9%Prev: 3.4% | 235,455 SH | Increased+67,818 SH |
| LENDINGTREE INC NEW | COM | $31.1M | 3.2%Prev: 2.7% | 584,931 SH | Increased+228,858 SH |
| MAGNITE INC | COM | $26.4M | 2.7%Prev: 3.9% | 1,628,782 SH | Decreased+79,986 SH |
| MICROSOFT CORP | COM | $40.7M | 4.2% | 84,252 SH | New |
| MKS INC. | COM | $66.4M | 6.8%Prev: 3.0% | 415,500 SH | Increased+203,652 SH |
| SEA LTD | SPONSORD ADS | $65.1M | 6.7%Prev: 7.5% | 510,000 SH | Increased+148,336 SH |
| SHARKNINJA INC | COM SHS | $79.0M | 8.1%Prev: 4.9% | 705,556 SH | Increased+295,060 SH |
| SOLAREDGE TECHNOLOGIES INC | COM | $8.7M | 0.9% | 300,000 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $51.6M | 5.3%Prev: 4.6% | 169,896 SH | Increased+28,794 SH |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | $17.8M | 1.8%Prev: 2.8% | 69,626 SH | Decreased-24,302 SH |
| TALEN ENERGY CORP | COM | $60.0M | 6.2% | 160,163 SH | New |
| TKO GROUP HOLDINGS INC | CL A | $31.4M | 3.2%Prev: 7.5% | 150,000 SH | Decreased-169,202 SH |
| TRIPADVISOR INC | COM | $23.5M | 2.4%Prev: 2.5% | 1,615,000 SH | Increased+315,000 SH |
| TWILIO INC | CL A | $42.5M | 4.4%Prev: 4.9% | 298,483 SH | Decreased-125,878 SH |
| 13F-HR |
| 0001315863-26-000563 |
| $1.20B |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001315863-25-000628 | $828.5M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001315863-26-000421 | $867.6M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001315863-25-000384 | $611.7M | View |