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CIK 0001135121 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 10X GENOMICS INC | CL A COM | $309K | 0.2%Prev: 0.2% | 18,938 SH | Increased |
| ABCELLERA BIOLOGICS INC | COM | $97K | 0.0%Prev: 0.1% | 28,488 SH | Decreased |
| ADVANCED MICRO DEVICES INC | COM | $1.5M | 0.8%Prev: 1.1% | 7,098 SH | Increased |
| ALNYLAM PHARMACEUTICALS INC | COM | $1.4M | 0.7%Prev: 1.6% | 3,618 SH | Decreased-100 SH |
| AVIDITY BIOSCIENCES INC | COM | $905K | 0.4%Prev: 0.5% | 12,540 SH | Increased |
| BEAM THERAPEUTICS INC | COM | $516K | 0.3%Prev: 0.4% | 18,606 SH | Increased |
| CLOUDFLARE INC | CL A COM | $2.0M | 1.0%Prev: 2.0% | 9,906 SH | Decreased |
| CROWDSTRIKE HLDGS INC | CL A | $15.2M | 7.5%Prev: 15.3% | 32,364 SH | Decreased-100 SH |
| DATADOG INC | CL A COM | $1.4M | 0.7%Prev: 1.4% | 10,100 SH | Decreased |
| ELI LILLY & CO | COM | $749K | 0.4%Prev: 0.5% | 697 SH | Increased |
| FIGMA INC | CLASS A COM STK | $640K | 0.3%Prev: 0.7% | 17,130 SH | Decreased+2,652 SH |
| GUARDANT HEALTH INC | COM | $1.0M | 0.5%Prev: 0.6% | 10,133 SH | Increased-100 SH |
| HEARTFLOW INC | COM | $489K | 0.2%Prev: 0.5% | 16,774 SH | Decreased |
| INTUITIVE SURGICAL INC | COM NEW | $1.2M | 0.6%Prev: 1.0% | 2,178 SH | Increased-100 SH |
| ISHARES TR | MSCI ACWI ETF | $41.6M | 20.5%Prev: 38.9% | 293,679 SH | Increased |
| KLAVIYO INC | COM SER A | $564K | 0.3%Prev: 0.5% | 17,384 SH | Increased |
| MASTERCARD INCORPORATED | CL A | $1.0M | 0.5%Prev: 1.0% | 1,785 SH | Increased |
| MODERNA INC | COM | $280K | 0.1%Prev: 0.2% | 9,510 SH | Increased |
| MONGODB INC | CL A | $1.5M | 0.7%Prev: 1.0% | 3,521 SH | Increased |
| NATERA INC | COM | $3.6M | 1.8%Prev: 2.4% | 15,588 SH | Increased-200 SH |
| NVIDIA CORPORATION | COM | $3.6M | 1.8%Prev: 3.5% | 19,410 SH | Decreased-200 SH |
| OKTA INC | CL A | $338K | 0.2%Prev: 0.4% | 3,909 SH | Decreased-300 SH |
| PAGERDUTY INC | COM | $400K | 0.2%Prev: 0.5% | 30,517 SH | Decreased |
| RELAY THERAPEUTICS INC | COM | $325K | 0.2%Prev: 0.2% | 38,429 SH | Increased |
| SALESFORCE INC | COM | $1.8M | 0.9%Prev: 1.6% | 6,913 SH | Increased |
| SAMSARA INC | COM CL A | $1.1M | 0.5%Prev: 1.1% | 30,970 SH | Decreased |
| SCHRODINGER INC | COM | $373K | 0.2%Prev: 0.4% | 20,886 SH | Decreased |
| SERVICENOW INC | COM | $684K | 0.3%Prev: 0.8% | 4,465 SH | Decreased+3,572 SH |
| SNOWFLAKE INC | COM SHS | $1.1M | 0.5%Prev: 1.1% | 4,988 SH | Decreased |
| STRUCTURE THERAPEUTICS INC | SPONSORED ADS | $929K | 0.5%Prev: 0.3% | 13,357 SH | Increased+2,300 SH |
| THE CAMPBELLS COMPANY | COM | $92.8M | 45.9% | 3,329,500 SH | New |
| TWILIO INC | CL A | $335K | 0.2%Prev: 0.2% | 2,357 SH | Increased |
| TWIST BIOSCIENCE CORP | COM | $665K | 0.3%Prev: 0.6% | 20,970 SH | Increased |
| UBER TECHNOLOGIES INC | COM | $2.4M | 1.2%Prev: 2.8% | 29,354 SH | Decreased |
| UIPATH INC | CL A | $16.5M | 8.2%Prev: 13.0% | 1,009,684 SH | Increased |
| VEEVA SYS INC | CL A COM | $616K | 0.3%Prev: 0.8% | 2,759 SH | Decreased |
| VIKING THERAPEUTICS INC | COM | $433K | 0.2%Prev: 0.3% | 12,301 SH | Increased |
| ZSCALER INC | COM | $1.9M | 0.9%Prev: 2.4% | 8,359 SH | Decreased |
| 13F-HR |
| 0000919574-26-005178 |
| $202.2M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0000919574-25-004676 | $100.6M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0000919574-26-003102 | $169.9M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0000919574-25-003035 | $83.4M | View |