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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 | $221K | 0.2%Prev: 0.4% | 18,938 SH | Decreased |
| ABCELLERA BIOLOGICS INC | COM | $143K | 0.1%Prev: 0.1% | 28,488 SH | Decreased |
| ADVANCED MICRO DEVICES INC | COM | $1.1M | 1.1%Prev: 1.5% | 7,098 SH | Decreased+1,885 SH |
| ALNYLAM PHARMACEUTICALS INC | COM | $1.7M | 1.6%Prev: 0.3% | 3,718 SH | Increased+1,400 SH |
| AVIDITY BIOSCIENCES INC | COM | $546K | 0.5% | 12,540 SH | New |
| BEAM THERAPEUTICS INC | COM | $452K | 0.4%Prev: 0.4% | 18,606 SH | Decreased-6,849 SH |
| CLOUDFLARE INC | CL A COM | $2.1M | 2.0%Prev: 1.3% | 9,906 SH | Decreased-771 SH |
| CROWDSTRIKE HLDGS INC | CL A | $15.9M | 15.3%Prev: 12.2% | 32,464 SH | Decreased+25 SH |
| DATADOG INC | CL A COM | $1.4M | 1.4%Prev: 1.3% | 10,100 SH | Decreased |
| ELI LILLY & CO | COM | $532K | 0.5%Prev: 0.2% | 697 SH | Increased+340 SH |
| FIGMA INC | CLASS A COM STK | $751K | 0.7% | 14,478 SH | New |
| GUARDANT HEALTH INC | COM | $639K | 0.6%Prev: 0.7% | 10,233 SH | Decreased+1,100 SH |
| HEARTFLOW INC | COM | $565K | 0.5%Prev: 0.1% | 16,774 SH | Increased+6,750 SH |
| INTUITIVE SURGICAL INC | COM NEW | $1.0M | 1.0%Prev: 0.2% | 2,278 SH | Increased+1,070 SH |
| ISHARES TR | MSCI ACWI ETF | $40.6M | 38.9%Prev: 22.8% | 293,679 SH | Decreased |
| KLAVIYO INC | COM SER A | $481K | 0.5%Prev: 0.1% | 17,384 SH | Increased |
| MASTERCARD INCORPORATED | CL A | $1.0M | 1.0%Prev: 0.5% | 1,785 SH | Increased |
| MODERNA INC | COM | $246K | 0.2%Prev: 0.3% | 9,510 SH | Decreased |
| MONGODB INC | CL A | $1.1M | 1.0%Prev: 0.6% | 3,521 SH | Decreased |
| NATERA INC | COM | $2.5M | 2.4%Prev: 2.0% | 15,788 SH | Decreased+1,200 SH |
| NVIDIA CORPORATION | COM | $3.7M | 3.5%Prev: 1.5% | 19,610 SH | Increased+4,430 SH |
| OKTA INC | CL A | $386K | 0.4%Prev: 0.2% | 4,209 SH | Increased+1,400 SH |
| PAGERDUTY INC | COM | $504K | 0.5%Prev: 0.1% | 30,517 SH | Increased |
| RELAY THERAPEUTICS INC | COM | $201K | 0.2%Prev: 0.4% | 38,429 SH | Decreased |
| SALESFORCE INC | COM | $1.6M | 1.6%Prev: 0.5% | 6,913 SH | Increased |
| SAMSARA INC | COM CL A | $1.2M | 1.1%Prev: 0.5% | 30,970 SH | Increased |
| SCHRODINGER INC | COM | $419K | 0.4%Prev: 0.2% | 20,886 SH | Decreased-7,570 SH |
| SERVICENOW INC | COM | $822K | 0.8% | 893 SH | New |
| SNOWFLAKE INC | COM SHS | $1.1M | 1.1%Prev: 0.6% | 4,988 SH | Decreased |
| STRUCTURE THERAPEUTICS INC | SPONSORED ADS | $310K | 0.3%Prev: 0.4% | 11,057 SH | Decreased-2,300 SH |
| TWILIO INC | CL A | $236K | 0.2%Prev: 0.2% | 2,357 SH | Decreased |
| TWIST BIOSCIENCE CORP | COM | $590K | 0.6%Prev: 1.1% | 20,970 SH | Decreased |
| UBER TECHNOLOGIES INC | COM | $2.9M | 2.8%Prev: 1.0% | 29,354 SH | Increased |
| UIPATH INC | CL A | $13.5M | 13.0%Prev: 5.4% | 1,009,684 SH | Increased |
| VEEVA SYS INC | CL A COM | $822K | 0.8% | 2,759 SH | New |
| VIKING THERAPEUTICS INC | COM | $323K | 0.3%Prev: 0.2% | 12,301 SH | Decreased |
| ZSCALER INC | COM | $2.5M | 2.4% | 8,359 SH | New |
| 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 |