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CIK 0001747057 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AFFIRM HLDGS INC | COM CL A | $61.0M | 0.6%Prev: 0.7% | 820,000 SH | Increased |
| AMAZON COM INC | COM | $309.4M | 2.9% | 1,340,523 SH | New |
| AMERICAN ELEC PWR CO INC | COM | $39.7M | 0.4% | 344,100 SH | New |
| API GROUP CORP | COM STK | $84.3M | 0.8%Prev: 0.9% | 2,204,600 SH | Increased |
| APOLLO GLOBAL MGMT INC | COM | $167.8M | 1.6%Prev: 1.8% | 1,159,000 SH | Increased |
| APPLOVIN CORP | COM CL A | $451.0M | 4.2%Prev: 6.9% | 669,282 SH | Decreased-167,500 SH |
| ARISTA NETWORKS INC | COM SHS | $126.1M | 1.2% | 962,429 SH | New |
| AUTODESK INC | COM | $134.9M | 1.3% | 455,658 SH | New |
| BANK AMERICA CORP | COM | $68.5M | 0.6%Prev: 3.3% | 1,245,247 SH | Decreased-4,279,300 SH |
| BROADCOM INC | COM | $124.1M | 1.2%Prev: 2.5% | 358,548 SH | Decreased-308,852 SH |
| CAPITAL ONE FINL CORP | COM | $200.7M | 1.9%Prev: 2.4% | 828,210 SH | Decreased-153,100 SH |
| CLEAN HARBORS INC | COM | $652.3M | 6.1%Prev: 6.5% | 2,781,882 SH | Increased+336,299 SH |
| CORE & MAIN INC | CL A | $137.6M | 1.3%Prev: 3.2% | 2,647,789 SH | Decreased-2,528,891 SH |
| DANAHER CORPORATION | COM | $128.1M | 1.2%Prev: 2.1% | 559,727 SH | Decreased-348,964 SH |
| DISNEY WALT CO | COM | $252.0M | 2.4%Prev: 1.6% | 2,215,000 SH | Increased+1,009,000 SH |
| ECHOSTAR CORP | CL A | $201.7M | 1.9%Prev: 0.7% | 1,855,800 SH | Increased+1,033,600 SH |
| ENTEGRIS INC | COM | $210.1M | 2.0%Prev: 1.2% | 2,493,416 SH | Increased+1,343,435 SH |
| FLOWSERVE CORP | COM | $531.3M | 5.0%Prev: 4.6% | 7,657,602 SH | Increased+178,251 SH |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | $144.6M | 1.4%Prev: 0.9% | 1,763,284 SH | Increased+768,700 SH |
| HYPERLIQUID STRATEGIES INC | COM | $28.5M | 0.3% | 8,000,000 SH | New |
| JAMES HARDIE INDS PLC | ORD SHS | $506.4M | 4.7%Prev: 4.2% | 24,402,713 SH | Increased+5,404,866 SH |
| JOHNSON CTLS INTL PLC | SHS | $162.2M | 1.5% | 1,354,486 SH | New |
| KILROY RLTY CORP | COM | $388.7M | 3.6%Prev: 4.1% | 10,400,212 SH | Increased+1,917,558 SH |
| KNIGHT-SWIFT TRANSN HLDGS IN | CL A | $403.5M | 3.8%Prev: 1.7% | 7,718,299 SH | Increased+3,988,299 SH |
| LINDE PLC | SHS | $206.3M | 1.9% | 483,808 SH | New |
| LINEAGE INC | COM | $259.1M | 2.4%Prev: 2.7% | 7,402,229 SH | Increased+1,220,335 SH |
| MAPLEBEAR INC | COM | $1.01B | 9.5%Prev: 9.5% | 22,558,255 SH | Increased |
| MEDLINE INC | COM CL A | $15.8M | 0.1% | 377,131 SH | New |
| MERCADOLIBRE INC | COM | $452.2M | 4.2%Prev: 3.5% | 224,481 SH | Increased+95,678 SH |
| META PLATFORMS INC | CL A | $248.3M | 2.3%Prev: 2.3% | 376,162 SH | Increased+104,762 SH |
| NISOURCE INC | COM | $50.7M | 0.5% | 1,214,570 SH | New |
| NVIDIA CORPORATION | COM | $214.4M | 2.0%Prev: 1.3% | 1,149,711 SH | Increased+533,111 SH |
| QNITY ELECTRONICS INC | COMMON STOCK | $76.5M | 0.7% | 937,135 SH | New |
| REDDIT INC | CL A | $487.0M | 4.6%Prev: 5.3% | 2,118,597 SH | Increased+94,000 SH |
| SCHWAB CHARLES CORP | COM | $315.2M | 2.9%Prev: 4.2% | 3,154,790 SH | Decreased-667,114 SH |
| SEA LTD | SPONSORD ADS | $444.6M | 4.2%Prev: 2.7% | 3,485,043 SH | Increased+2,192,400 SH |
| SHERWIN WILLIAMS CO | COM | $311.8M | 2.9% | 962,124 SH | New |
| SPOTIFY TECHNOLOGY S A | SHS | $229.9M | 2.1% | 395,900 SH | New |
| SYNOPSYS INC | COM | $177.7M | 1.7%Prev: 0.9% | 378,350 SH | Increased+221,567 SH |
| TEXAS INSTRS INC | COM | $84.3M | 0.8% | 485,818 SH | New |
| US FOODS HLDG CORP | COM | $322.6M | 3.0%Prev: 3.0% | 4,283,474 SH | Increased+922,274 SH |
| XPO INC | COM | $276.6M | 2.6%Prev: 3.7% | 2,035,042 SH | Decreased-470,696 SH |
| 13F-HR |
| 0001172661-26-003662 |
| $34.78B |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001172661-25-003278 | $7.20B | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001172661-26-002178 | $11.23B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001172661-25-002062 | $6.53B | View |