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CIK 0001789082 • 6 13F filings • May 15, 2025 – Aug 10, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | $57.9M | 2.3% | 184,500 SH | New |
| AMAZON COM INC | COM | $384.1M | 15.0%Prev: 16.6% | 1,664,166 SH | Increased |
| APPLE INC | COM | $63.6M | 2.5%Prev: 5.3% | 234,053 SH | Decreased-227,348 SH |
| BANK AMERICA CORP | COM | $69.0M | 2.7%Prev: 2.6% | 1,254,061 SH | Increased+154,061 SH |
| DELL TECHNOLOGIES INC | CL C | $105.2M | 4.1%Prev: 5.0% | 835,348 SH | Decreased+63,448 SH |
| DISNEY WALT CO | COM | $62.9M | 2.5%Prev: 3.4% | 553,000 SH | Decreased-94,000 SH |
| FREEPORT-MCMORAN INC | CL B | $488.7M | 19.1%Prev: 16.2% | 9,621,434 SH | Increased+530,000 SH |
| HUMANA INC | COM | $8.8M | 0.3%Prev: 0.9% | 34,310 SH | Decreased-43,640 SH |
| JD.COM INC | SPON ADS CL A | $6.8M | 0.3%Prev: 1.5% | 236,400 SH | Decreased-710,000 SH |
| MARRIOTT INTL INC NEW | CL A | $64.8M | 2.5%Prev: 2.5% | 208,952 SH | Increased |
| META PLATFORMS INC | CL A | $111.9M | 4.4%Prev: 5.4% | 169,500 SH | Decreased+6,500 SH |
| MICROSOFT CORP | COM | $583.5M | 22.9%Prev: 17.3% | 1,206,424 SH | Increased+469,944 SH |
| NETFLIX INC | COM | $11.3M | 0.4% | 120,000 SH | New |
| NVIDIA CORPORATION | COM | $296.3M | 11.6%Prev: 10.3% | 1,589,000 SH | Increased+378,000 SH |
| PDD HOLDINGS INC | SPONSORED ADS | $5.2M | 0.2% | 46,000 SH | New |
| SOUTHWEST AIRLS CO | COM | $56.1M | 2.2%Prev: 4.7% | 1,356,161 SH | Decreased-1,866,885 SH |
| T-MOBILE US INC | COM | $177.1M | 6.9%Prev: 7.7% | 872,081 SH | Increased+164,797 SH |
| 13F-HR |
| 0001789082-26-000004 |
| $4.18B |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001789082-25-000005 | $1.90B | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001789082-26-000003 | $2.86B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001789082-25-000004 | $1.24B | View |