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CIK 0001844103 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| Guidewire Software Inc | COM | $34.1M | 33.3%Prev: 37.2% | 169,447 SH | Decreased |
| Moodys Corp | COM | $30.5M | 29.9%Prev: 27.2% | 59,743 SH | Increased |
| Transdigm Group Inc | COM | $37.6M | 36.8%Prev: 35.6% | 28,279 SH | Increased |
| 13F-HR |
| 0001844103-26-000004 |
| $81.9M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001844103-25-000010 | $118.4M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001844103-26-000003 | $76.7M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001844103-25-000005 | $134.7M | View |