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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 | $402K | 0.2%Prev: 0.2% | 18,938 SH | Increased |
| ABCELLERA BIOLOGICS INC | COM | $99K | 0.1%Prev: 0.1% | 28,488 SH | Increased |
| ADVANCED MICRO DEVICES INC | COM | $1.4M | 0.8%Prev: 1.0% | 7,098 SH | Increased-800 SH |
| ALNYLAM PHARMACEUTICALS INC | COM | $1.0M | 0.6%Prev: 1.4% | 3,168 SH | Decreased-1,180 SH |
| ALPHABET INC | CAP STK CL C | $533K | 0.3% | 1,857 SH | New |
| BEAM THERAPEUTICS INC | COM | $607K | 0.4%Prev: 0.3% | 25,455 SH | Increased+14,149 SH |
| BILLIONTOONE INC | CL A | $454K | 0.3% | 5,750 SH | New |
| BROADCOM INC | COM | $609K | 0.4% | 1,967 SH | New |
| CLOUDFLARE INC | CL A COM | $2.0M | 1.2%Prev: 1.3% | 9,906 SH | Increased |
| CROWDSTRIKE HLDGS INC | CL A | $12.5M | 7.4%Prev: 13.9% | 32,124 SH | Increased-690 SH |
| DATADOG INC | CL A COM | $1.2M | 0.7%Prev: 1.2% | 10,100 SH | Increased |
| ELI LILLY & CO | COM | $641K | 0.4%Prev: 0.7% | 697 SH | Increased |
| GUARDANT HEALTH INC | COM | $844K | 0.5%Prev: 0.5% | 9,133 SH | Increased-1,100 SH |
| HEARTFLOW INC | COM | $408K | 0.2% | 16,774 SH | New |
| INTUITIVE SURGICAL INC | COM NEW | $857K | 0.5%Prev: 1.9% | 1,858 SH | Decreased-1,385 SH |
| ISHARES TR | MSCI ACWI ETF | $40.6M | 23.9%Prev: 41.0% | 293,679 SH | Increased |
| KLAVIYO INC | COM SER A | $338K | 0.2%Prev: 0.3% | 17,384 SH | Increased+8,692 SH |
| KYMERA THERAPEUTICS INC | COM | $631K | 0.4% | 7,570 SH | New |
| MASTERCARD INCORPORATED | CL A | $892K | 0.5%Prev: 1.2% | 1,785 SH | Decreased |
| MODERNA INC | COM | $483K | 0.3%Prev: 0.3% | 9,510 SH | Increased |
| MONGODB INC | CL A | $862K | 0.5%Prev: 0.7% | 3,521 SH | Increased+20 SH |
| MONOLITHIC PWR SYS INC | COM | $593K | 0.3% | 542 SH | New |
| NATERA INC | COM | $2.9M | 1.7%Prev: 3.1% | 14,588 SH | Increased-3,450 SH |
| NVIDIA CORPORATION | COM | $3.3M | 1.9%Prev: 2.6% | 18,860 SH | Increased-1,450 SH |
| OKTA INC | CL A | $221K | 0.1%Prev: 1.4% | 2,809 SH | Decreased-8,300 SH |
| PAGERDUTY INC | COM | $190K | 0.1%Prev: 0.7% | 30,517 SH | Decreased |
| PALO ALTO NETWORKS INC | COM | $752K | 0.4% | 4,689 SH | New |
| RELAY THERAPEUTICS INC | COM | $382K | 0.2%Prev: 0.1% | 38,429 SH | Increased |
| SALESFORCE INC | COM | $1.3M | 0.8%Prev: 2.2% | 6,913 SH | Decreased |
| SAMSARA INC | COM CL A | $981K | 0.6%Prev: 1.4% | 30,970 SH | Decreased |
| SCHRODINGER INC | COM | $323K | 0.2%Prev: 0.5% | 28,456 SH | Decreased+7,570 SH |
| SNOWFLAKE INC | COM SHS | $752K | 0.4% | 4,988 SH | New |
| STRUCTURE THERAPEUTICS INC | SPONSORED ADS | $644K | 0.4%Prev: 0.2% | 13,357 SH | Increased+2,300 SH |
| THE CAMPBELLS COMPANY | COM | $74.1M | 43.6% | 3,329,500 SH | New |
| TWILIO INC | CL A | $297K | 0.2%Prev: 0.3% | 2,357 SH | Increased |
| TWIST BIOSCIENCE CORP | COM | $996K | 0.6%Prev: 1.0% | 20,970 SH | Increased |
| UBER TECHNOLOGIES INC | COM | $2.1M | 1.2%Prev: 2.6% | 29,354 SH | Decreased |
| UIPATH INC | CL A | $11.2M | 6.6%Prev: 12.5% | 1,009,684 SH | Increased |
| VICOR CORP | COM | $854K | 0.5% | 5,303 SH | New |
| VIKING THERAPEUTICS INC | COM | $400K | 0.2% | 12,301 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 |