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CIK 0001801547 • 6 13F filings • May 14, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APOLLO GLOBAL MGMT INC | COM | $68.3M | 3.5%Prev: 5.1% | 471,876 SH | Decreased-217,552 SH |
| APPLOVIN CORP | CL A COM | $70.0M | 3.6%Prev: 2.4% | 103,917 SH | Increased+42,427 SH |
| ARES MANAGEMENT CORPORATION | CL A COM STK | $68.6M | 3.5%Prev: 3.5% | 424,634 SH | Increased+24,622 SH |
| BROADCOM INC | COM | $123.1M | 6.3%Prev: 6.6% | 355,798 SH | Increased-8,382 SH |
| CAPITAL ONE FINL CORP | COM | $26.3M | 1.4%Prev: 1.6% | 108,568 SH | Decreased-31,375 SH |
| DANAHER CORP | COM | $51.9M | 2.7%Prev: 3.7% | 226,679 SH | Decreased-111,152 SH |
| ELI LILLY & CO | COM | $62.2M | 3.2% | 57,878 SH | New |
| FLUTTER ENTERTAINMENT PLC | SHS | $169.9M | 8.7%Prev: 5.1% | 789,925 SH | Increased+423,394 SH |
| HONEYWELL INTL INC | COM | $33.2M | 1.7% | 170,221 SH | New |
| INTERACTIVE BROKERS GROUP INC | COM CL A | $36.9M | 1.9%Prev: 1.2% | 574,064 SH | Increased+258,481 SH |
| LAM RESEARCH CORP | COM NEW | $243.7M | 12.5%Prev: 12.6% | 1,423,630 SH | Increased-277,866 SH |
| LUMENTUM HLDGS INC | COM | $51.3M | 2.6% | 139,265 SH | New |
| MILLROSE PPTYS INC | COM CL A | $24.9M | 1.3%Prev: 4.2% | 834,287 SH | Decreased-1,432,857 SH |
| MOTOROLA SOLUTIONS INC | COM NEW | $27.1M | 1.4% | 70,654 SH | New |
| NEWMONT CORPORATION | COM | $103.9M | 5.3%Prev: 1.9% | 1,040,095 SH | Increased+625,377 SH |
| NVIDIA CORP | COM | $247.1M | 12.7%Prev: 12.7% | 1,324,861 SH | Increased+98,778 SH |
| PHILIP MORRIS INTL INC | COM | $48.7M | 2.5%Prev: 4.5% | 303,397 SH | Decreased-194,945 SH |
| REPLIGEN CORP | COM | $50.5M | 2.6%Prev: 1.8% | 308,467 SH | Increased+65,366 SH |
| ROBLOX CORP | CL A | $17.3M | 0.9%Prev: 1.9% | 213,462 SH | Decreased-30,055 SH |
| SCHWAB CHARLES CORP NEW | COM | $24.8M | 1.3%Prev: 0.9% | 248,206 SH | Increased+78,460 SH |
| SEAGATE TECHNOLOGY HOLDINGS PLC | ORD SHS | $40.8M | 2.1%Prev: 2.9% | 148,274 SH | Decreased-73,431 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $124.8M | 6.4%Prev: 11.1% | 410,748 SH | Decreased-306,952 SH |
| UBER TECHNOLOGIES INC | COM | $87.7M | 4.5%Prev: 5.4% | 1,072,788 SH | Decreased+79,016 SH |
| VERTIV HOLDINGS CO | COM CL A | $145.6M | 7.5%Prev: 5.8% | 898,851 SH | Increased+206,832 SH |
| 13F-HR |
| 0001801547-26-000005 |
| $3.15B |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001801547-25-000005 | $1.53B | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001801547-26-000003 | $2.10B | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001801547-25-000002 | $1.24B | View |