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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 | $16.1M | 7.4%Prev: 6.5% | 215,688 SH | Increased+36,285 SH |
| AMRIZE LTD | SHS | $4.1M | 1.9%Prev: 5.0% | 76,242 SH | Decreased-130,038 SH |
| APPLOVIN CORP | COM CL A | $15.0M | 6.9%Prev: 5.4% | 22,222 SH | Increased+7,060 SH |
| BOEING CO | COM | $26.5M | 12.2%Prev: 12.1% | 122,277 SH | Increased+9,275 SH |
| BROADCOM INC | COM | $14.4M | 6.6%Prev: 4.5% | 41,594 SH | Increased+14,230 SH |
| CANADIAN PACIFIC KANSAS CITY | COM | $11.3M | 5.2%Prev: 6.3% | 153,847 SH | Decreased-16,422 SH |
| CELESTICA INC | COM | $16.9M | 7.8%Prev: 5.4% | 57,137 SH | Increased+13,042 SH |
| CIENA CORP | COM NEW | $5.7M | 2.6%Prev: 1.4% | 24,203 SH | Increased+4,580 SH |
| D R HORTON INC | COM | $11.4M | 5.2%Prev: 6.6% | 79,015 SH | Decreased |
| HENRY SCHEIN INC | COM | $6.0M | 2.8%Prev: 2.5% | 79,465 SH | Increased+2,545 SH |
| HOWMET AEROSPACE INC | COM | $7.7M | 3.5%Prev: 3.2% | 37,435 SH | Increased+4,980 SH |
| KKR & CO INC | COM | $14.5M | 6.7%Prev: 5.9% | 113,565 SH | Increased+22,187 SH |
| NEBIUS GROUP N.V. | SHS CLASS A | $4.7M | 2.1%Prev: 3.7% | 55,682 SH | Decreased-11,678 SH |
| NVIDIA CORPORATION | COM | $22.7M | 10.5%Prev: 9.0% | 121,861 SH | Increased+24,065 SH |
| S&P GLOBAL INC | COM | $4.6M | 2.1% | 8,835 SH | New |
| SHERWIN WILLIAMS CO | COM | $9.5M | 4.4%Prev: 3.9% | 29,361 SH | Increased+6,615 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $10.2M | 4.7% | 33,690 SH | New |
| TALEN ENERGY CORP | COM | $10.4M | 4.8%Prev: 2.5% | 27,632 SH | Increased+15,635 SH |
| TRANSDIGM GROUP INC | COM | $5.8M | 2.7%Prev: 5.1% | 4,373 SH | Decreased-3,470 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 |