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CIK 0001787893 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ACADEMY SPORTS & OUTDOORS IN | COM | $16.4M | 2.7% | 328,281 SH | New |
| AMAZON COM INC | COM | $27.1M | 4.5%Prev: 3.8% | 117,219 SH | Increased+17,929 SH |
| AMERICAN TOWER CORP NEW | COM | $10.3M | 1.7%Prev: 1.5% | 58,844 SH | Increased+14,642 SH |
| AUTODESK INC | COM | $30.8M | 5.1%Prev: 3.9% | 103,891 SH | Increased+32,518 SH |
| AXON ENTERPRISE INC | COM | $22.4M | 3.7%Prev: 2.9% | 39,523 SH | Increased+16,262 SH |
| BIRKENSTOCK HOLDING PLC | COM SHS | $10.9M | 1.8% | 266,749 SH | New |
| BOYD GAMING CORP | COM | $34.3M | 5.7%Prev: 7.1% | 402,592 SH | Decreased-74,337 SH |
| COHERENT CORP | COM | $17.5M | 2.9%Prev: 5.8% | 95,053 SH | Decreased-215,267 SH |
| COMFORT SYS USA INC | COM | $31.4M | 5.2%Prev: 5.7% | 33,610 SH | Decreased-6,160 SH |
| COMPASS INC | CL A | $7.1M | 1.2% | 674,153 SH | New |
| COUPANG INC | CL A | $20.6M | 3.4%Prev: 5.7% | 871,497 SH | Decreased-153,202 SH |
| DOORDASH INC | CL A | $11.7M | 1.9% | 51,580 SH | New |
| DRAFTKINGS INC NEW | COM CL A | $26.1M | 4.3%Prev: 3.9% | 756,346 SH | Increased+147,690 SH |
| GAP INC | COM | $5.6M | 0.9% | 219,668 SH | New |
| GRINDR INC | COM | $14.4M | 2.4% | 1,066,108 SH | New |
| JAMES HARDIE INDS PLC | ORD SHS | $21.8M | 3.6%Prev: 4.3% | 1,048,492 SH | Decreased-243,710 SH |
| MACYS INC | COM | $5.1M | 0.9% | 233,283 SH | New |
| MICROSOFT CORP | COM | $35.5M | 5.9%Prev: 8.2% | 73,411 SH | Decreased-17,597 SH |
| NATIONAL VISION HLDGS INC | COM | $16.2M | 2.7%Prev: 4.7% | 627,521 SH | Decreased-299,950 SH |
| ON HLDG AG | NAMEN AKT A | $25.4M | 4.2%Prev: 3.1% | 547,150 SH | Increased+124,444 SH |
| PLANET FITNESS INC | CL A | $18.0M | 3.0%Prev: 4.5% | 165,518 SH | Decreased-82,782 SH |
| PRIMO BRANDS CORPORATION | CLASS A COM SHS | $16.4M | 2.7%Prev: 3.6% | 1,003,798 SH | Decreased+70,050 SH |
| SHARKNINJA INC | COM SHS | $14.6M | 2.4%Prev: 4.4% | 130,324 SH | Decreased-114,663 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $26.6M | 4.4%Prev: 4.6% | 87,553 SH | Decreased-8,306 SH |
| TOPGOLF CALLAWAY BRANDS CORP | COM | $17.5M | 2.9% | 1,501,415 SH | New |
| UNITED AIRLS HLDGS INC | COM | $42.5M | 7.0%Prev: 6.6% | 379,911 SH | Increased-15,334 SH |
| URBAN OUTFITTERS INC | COM | $5.3M | 0.9% | 70,425 SH | New |
| VERTIV HOLDINGS CO | COM CL A | $6.5M | 1.1%Prev: 2.3% | 40,123 SH | Decreased-49,568 SH |
| ZETA GLOBAL HOLDINGS CORP | CL A | $64.8M | 10.8%Prev: 9.9% | 3,186,227 SH | Increased+301,979 SH |
| 13F-HR |
| 0001787893-26-000004 |
| $700.1M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001682475-25-000006 | $612.2M | View |
| May 12, 2026 | Q1 2026 | 13F-HR | 0001787893-26-000003 | $655.6M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001787893-25-000004 | $493.4M | View |