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CIK 0001964171 • 6 13F filings • May 13, 2025 – Aug 6, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ACV AUCTIONS INC | COM CL A | $12.9M | 5.5% | 914,649 SH | |
| APPLE INC | COM | $801K | 0.3% | 3,605 SH | |
| ARISTA NETWORKS INC | COM SHS | $11.9M | 5.0% | 153,013 SH | |
| ASML HOLDING N V | N Y REGISTRY SHS | $12.5M | 5.3% | 18,878 SH | |
| BROADCOM INC | COM | $11.8M | 5.0% | 70,544 SH | |
| CONFLUENT INC | NOTE 1/1 | $12.4M | 5.2% | 527,423 SH | |
| FIRST WATCH RESTAURANT GROUP | COM | $11.3M | 4.8% | 681,339 SH | |
| FRESHPET INC | COM | $10.8M | 4.6% | 129,673 SH | |
| GLOBAL E ONLINE LTD | SHS | $12.5M | 5.3% | 350,438 SH | |
| LULULEMON ATHLETICA INC | COM | $10.1M | 4.3% | 35,805 SH | |
| MERCADOLIBRE INC | COM | $13.1M | 5.6% | 6,726 SH | |
| META PLATFORMS INC | CL A | $13.0M | 5.5% | 22,596 SH | |
| MICRON TECHNOLOGY INC | COM | $13.2M | 5.6% | 151,979 SH | |
| NU HLDGS LTD | ORD SHS CL A | $12.9M | 5.5% | 1,259,498 SH | |
| NVIDIA CORPORATION | COM | $13.5M | 5.7% | 124,872 SH | |
| ONTO INNOVATION INC | COM | $12.8M | 5.4% | 105,446 SH | |
| SHIFT4 PMTS INC | CL A | $12.8M | 5.4% | 156,425 SH | |
| SWEETGREEN INC | COM CL A | $11.4M | 4.8% | 453,913 SH | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $13.6M | 5.7% | 81,632 SH | |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | $1.5M | 0.6% | 7,364 SH | |
| VERTIV HOLDINGS CO | COM CL A | $11.5M | 4.9% | 159,905 SH |
| 13F-HR |
| 0001172661-26-003133 |
| $220.2M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001172661-25-003342 | $252.6M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001817 | $157.8M | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001747 | $236.3M | View |