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CIK 0002104503 • 3 13F filings • Feb 3, 2026 – Aug 5, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AFFIRM HLDGS INC | COM CL A | $869K | 0.8%Prev: 0.4% | 11,681 SH | Increased+6,285 SH |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $1.8M | 1.7% | 12,318 SH | New |
| AMAZON COM INC | COM | $3.2M | 3.0%Prev: 2.7% | 13,960 SH | Increased+654 SH |
| AMERICAN EXPRESS CO | COM | $2.5M | 2.4%Prev: 1.5% | 6,843 SH | Increased+1,794 SH |
| APPLE INC | COM | $4.6M | 4.3%Prev: 4.1% | 16,900 SH | Decreased+514 SH |
| APPLOVIN CORP | COM CL A | $1.0M | 0.9%Prev: 0.6% | 1,494 SH | Increased+186 SH |
| ARISTA NETWORKS INC | COM SHS | $2.7M | 2.6%Prev: 1.6% | 20,904 SH | Increased+9,839 SH |
| AT&T INC | COM | $279K | 0.3% | 11,216 SH | New |
| BARCLAYS PLC | ADR | $2.6M | 2.5%Prev: 2.0% | 103,270 SH | Increased+15,722 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.1M | 1.0% | 2,167 SH | New |
| BLACKROCK INC | COM | $239K | 0.2% | 223 SH | New |
| CHENIERE ENERGY INC | COM NEW | $1.1M | 1.0% | 5,573 SH | New |
| CITIGROUP INC | COM NEW | $2.7M | 2.5%Prev: 2.0% | 22,778 SH | Increased+6,029 SH |
| COINBASE GLOBAL INC | COM CL A | $611K | 0.6% | 2,703 SH | New |
| CROWDSTRIKE HLDGS INC | CL A | $3.0M | 2.8%Prev: 4.1% | 6,307 SH | Decreased+108 SH |
| DATADOG INC | CL A COM | $923K | 0.9%Prev: 2.6% | 6,785 SH | Decreased-4,752 SH |
| DRAFTKINGS INC NEW | COM CL A | $369K | 0.3%Prev: 0.2% | 10,695 SH | Increased+113 SH |
| DUKE ENERGY CORP NEW | COM NEW | $1.2M | 1.1%Prev: 1.1% | 9,996 SH | Decreased+78 SH |
| EATON CORP PLC | SHS | $1.2M | 1.1%Prev: 1.4% | 3,663 SH | Decreased |
| ELI LILLY & CO | COM | $2.1M | 2.0%Prev: 1.9% | 1,998 SH | Decreased+135 SH |
| EXXON MOBIL CORP | COM | $227K | 0.2%Prev: 0.3% | 1,886 SH | Decreased-738 SH |
| GOLDMAN SACHS GROUP INC | COM | $2.3M | 2.2%Prev: 1.9% | 2,665 SH | Increased+555 SH |
| HUBSPOT INC | COM | $579K | 0.5%Prev: 0.9% | 1,443 SH | Decreased-4,111 SH |
| ILLINOIS TOOL WKS INC | COM | $1.2M | 1.1% | 4,869 SH | New |
| INTERNATIONAL BUSINESS MACHS | COM | $246K | 0.2%Prev: 0.2% | 830 SH | Decreased-120 SH |
| JPMORGAN CHASE & CO. | COM | $2.7M | 2.5% | 8,244 SH | New |
| LINDE PLC | SHS | $1.3M | 1.2%Prev: 1.2% | 2,984 SH | Decreased+223 SH |
| MERCADOLIBRE INC | COM | $1.6M | 1.5%Prev: 1.1% | 787 SH | Increased+40 SH |
| META PLATFORMS INC | CL A | $4.0M | 3.7%Prev: 2.4% | 6,035 SH | Increased+1,078 SH |
| MICROSOFT CORP | COM | $3.7M | 3.5%Prev: 2.5% | 7,674 SH | Increased-154 SH |
| MONGODB INC | CL A | $1.8M | 1.7%Prev: 1.3% | 4,295 SH | Increased-124 SH |
| NETFLIX INC | COM | $2.1M | 2.0% | 22,727 SH | New |
| NU HLDGS LTD | ORD SHS CL A | $406K | 0.4%Prev: 0.3% | 24,224 SH | Increased+187 SH |
| NVIDIA CORPORATION | COM | $5.7M | 5.4%Prev: 4.4% | 30,742 SH | Increased+5,206 SH |
| ORACLE CORP | COM | $1.3M | 1.2%Prev: 1.2% | 6,518 SH | Decreased-2,605 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $2.1M | 1.9% | 11,580 SH | New |
| REDDIT INC | CL A | $848K | 0.8%Prev: 1.2% | 3,688 SH | Decreased-4,330 SH |
| REGENERON PHARMACEUTICALS | COM | $2.0M | 1.8%Prev: 1.3% | 2,562 SH | Increased+90 SH |
| RH | COM | $494K | 0.5% | 2,759 SH | New |
| ROBINHOOD MKTS INC | COM CL A | $2.0M | 1.8%Prev: 1.4% | 17,425 SH | Increased+1,646 SH |
| ROCKET COS INC | COM CL A | $507K | 0.5% | 26,210 SH | New |
| ROKU INC | COM CL A | $1.5M | 1.4% | 13,382 SH | New |
| ROYAL CARIBBEAN GROUP | COM | $2.2M | 2.1%Prev: 0.9% | 7,919 SH | Increased+4,813 SH |
| RTX CORPORATION | COM | $1.4M | 1.3%Prev: 1.2% | 7,575 SH | Decreased-11 SH |
| SEA LTD | SPONSORD ADS | $1.7M | 1.6%Prev: 1.0% | 13,047 SH | Increased+600 SH |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $921K | 0.9% | 6,400 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET UTI | $1.2M | 1.2% | 29,211 SH | New |
| SERVICENOW INC | COM | $1.3M | 1.2%Prev: 1.4% | 8,520 SH | Decreased-7,718 SH |
| SHOPIFY INC | CL A SUB VTG SHS | $1.7M | 1.6%Prev: 1.0% | 10,769 SH | Increased+300 SH |
| SNOWFLAKE INC | COM SHS | $753K | 0.7%Prev: 0.7% | 3,432 SH | Decreased+198 SH |
| SPOTIFY TECHNOLOGY S A | SHS | $2.2M | 2.1%Prev: 1.4% | 3,787 SH | Increased+250 SH |
| STARBUCKS CORP | COM | $635K | 0.6%Prev: 0.7% | 7,543 SH | Decreased-81 SH |
| STRYKER CORPORATION | COM | $1.2M | 1.1%Prev: 1.0% | 3,495 SH | Increased-15 SH |
| TERADYNE INC | COM | $573K | 0.5%Prev: 2.4% | 2,961 SH | Decreased-2,873 SH |
| TJX COS INC NEW | COM | $1.9M | 1.8%Prev: 1.6% | 12,535 SH | Increased+495 SH |
| TOAST INC | CL A | $406K | 0.4%Prev: 0.3% | 11,440 SH | Increased |
| UBER TECHNOLOGIES INC | COM | $2.6M | 2.4%Prev: 1.5% | 31,571 SH | Increased+8,138 SH |
| UNITED PARCEL SERVICE INC | CL B | $1.5M | 1.4% | 15,053 SH | New |
| UNITY SOFTWARE INC | COM | $1.5M | 1.4% | 33,797 SH | New |
| VANGUARD BD INDEX FDS | INTERMED TERM | $448K | 0.4%Prev: 0.5% | 5,758 SH | Decreased-1,401 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.2M | 1.1%Prev: 1.3% | 1,931 SH | Decreased-224 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $222K | 0.2%Prev: 0.4% | 3,024 SH | Decreased-1,929 SH |
| VANGUARD WORLD FD | HEALTH CAR ETF | $777K | 0.7%Prev: 0.7% | 2,700 SH | Decreased |
| VERTEX PHARMACEUTICALS INC | COM | $1.3M | 1.2%Prev: 1.2% | 2,906 SH | Decreased+175 SH |
| VERTIV HOLDINGS CO | COM CL A | $649K | 0.6%Prev: 1.6% | 4,008 SH | Decreased-1,634 SH |
| VISA INC | COM CL A | $215K | 0.2% | 614 SH | New |
| VISTRA CORP | COM | $1.4M | 1.3%Prev: 1.1% | 8,652 SH | Increased+393 SH |
| WALMART INC | COM | $1.7M | 1.6%Prev: 1.5% | 15,313 SH | Decreased-17 SH |
| WASTE MGMT INC DEL | COM | $249K | 0.2%Prev: 0.2% | 1,135 SH | Decreased |
| WELLS FARGO CO NEW | COM | $2.6M | 2.4% | 27,484 SH | New |
| 13F-HR |
| 0002104503-26-000002 |
| $97.7M |
| View |