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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 | $8.0M | 10.4%Prev: 31.1% | 53,601 SH | Decreased-169,875 SH |
| Moodys Corp | COM | $32.7M | 42.6%Prev: 20.7% | 74,868 SH | Increased+15,125 SH |
| Transdigm Group Inc | COM | $36.0M | 47.0%Prev: 27.9% | 31,097 SH | Decreased+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 |