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CIK 0001922880 • 6 13F filings • May 14, 2025 – Jul 27, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AFFIRM HLDGS INC | COM CL A | $4.2M | 5.1% | 92,255 SH | |
| API GROUP CORP | COM STK | $3.2M | 3.8% | 88,095 SH | |
| ATLASSIAN CORPORATION | CL A | $5.3M | 6.5% | 25,080 SH | |
| BOEING CO | COM | $11.7M | 14.2% | 68,588 SH | |
| BROADCOM INC | COM | $1.3M | 1.6% | 7,980 SH | |
| CANADIAN PACIFIC KANSAS CITY | COM | $8.6M | 10.4% | 122,139 SH | |
| HOWMET AEROSPACE INC | COM | $9.1M | 11.1% | 70,245 SH | |
| KKR & CO INC | COM | $7.0M | 8.5% | 60,873 SH | |
| META PLATFORMS INC | CL A | $3.2M | 3.9% | 5,615 SH | |
| NVIDIA CORPORATION | COM | $5.9M | 7.2% | 54,480 SH | |
| SHERWIN WILLIAMS CO | COM | $5.7M | 6.9% | 16,186 SH | |
| TALEN ENERGY CORP | COM | $3.2M | 3.9% | 16,255 SH | |
| TRANSDIGM GROUP INC | COM | $6.0M | 7.3% | 4,315 SH | |
| VERTIV HOLDINGS CO | COM CL A | $5.0M | 6.1% | 69,180 SH | |
| VISTRA CORP | COM | $2.9M | 3.5% | 24,769 SH |
| Q3 2025 |
| 13F-HR |
| 0001172661-25-004492 |
| $201.8M |
| View |
| Jul 27, 2026 | Q2 2026 | 13F-HR | 0001172661-26-002810 | $247.8M | View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001172661-25-003112 | $187.7M | View |
| Apr 29, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001558 | $199.2M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001793 | $82.3M | View |