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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 | $47.1M | 39.8%Prev: 10.4% | 200,082 SH | Increased+146,481 SH |
| Moodys Corp | COM | $30.0M | 25.3%Prev: 42.6% | 59,743 SH | Decreased-15,125 SH |
| Transdigm Group Inc | COM | $41.3M | 34.9%Prev: 47.0% | 27,149 SH | Increased-3,948 SH |
| 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 |