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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 | $38.9M | 37.2%Prev: 8.1% | 169,447 SH | Increased+115,846 SH |
| Moodys Corp | COM | $28.5M | 27.2%Prev: 41.4% | 59,743 SH | Decreased-15,125 SH |
| Transdigm Group Inc | COM | $37.3M | 35.6%Prev: 50.6% | 28,279 SH | Decreased-2,818 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 |