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CIK 0001901865 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 1 800 FLOWERS COM INC | CL A | $678K | 0.0%Prev: 0.0% | 172,395 SH | Increased+33,209 SH |
| 3-D SYS CORP DEL | COM NEW | $160K | 0.0%Prev: 0.0% | 90,531 SH | Decreased |
| ADAPTIVE BIOTECHNOLOGIES COR | COM | $5.9M | 0.3% | 361,344 SH | New |
| ADTRAN HOLDINGS INC | COM | $1.1M | 0.1% | 127,489 SH | New |
| ALPHA TEKNOVA INC | COM | $300K | 0.0%Prev: 0.0% | 78,872 SH | Decreased |
| AMER SPORTS INC | COM SHS | $93.0M | 4.4%Prev: 0.6% | 2,490,845 SH | Increased+2,077,312 SH |
| AMERICAN PUB ED INC | COM | $63.2M | 3.0%Prev: 0.7% | 1,671,558 SH | Increased+1,288,786 SH |
| ARHAUS INC | COM CL A | $756K | 0.0%Prev: 0.1% | 67,413 SH | Decreased-78,981 SH |
| ARLO TECHNOLOGIES INC | COM | $4.5M | 0.2%Prev: 0.5% | 320,287 SH | Decreased-371,270 SH |
| AVITA MEDICAL INC | COM | $345K | 0.0%Prev: 0.0% | 100,000 SH | Decreased |
| AXOGEN INC | COM | $16.5M | 0.8%Prev: 0.0% | 503,822 SH | Increased+477,550 SH |
| BELLRING BRANDS INC | COMMON STOCK | $1.5M | 0.1%Prev: 0.1% | 55,780 SH | Decreased |
| BETA BIONICS INC | COM | $1.2M | 0.1% | 39,606 SH | New |
| BIOVENTUS INC | COM CL A | $1.4M | 0.1%Prev: 0.2% | 183,131 SH | Decreased-512,386 SH |
| BLEND LABS INC | CL A | $17.3M | 0.8%Prev: 0.7% | 5,701,122 SH | Increased+1,587,875 SH |
| BLUELINX HLDGS INC | COM NEW | $6.3M | 0.3%Prev: 0.3% | 103,141 SH | Decreased |
| BUILD-A-BEAR WORKSHOP INC | COM | $76.7M | 3.6%Prev: 0.1% | 1,251,224 SH | Increased+1,216,722 SH |
| CARVANA CO | CL A | $92.1M | 4.3%Prev: 3.4% | 218,189 SH | Increased+9,869 SH |
| CELESTICA INC | COM | $51.7M | 2.4%Prev: 2.1% | 175,012 SH | Increased-21,199 SH |
| CELSIUS HLDGS INC | COM NEW | $115.7M | 5.4%Prev: 2.0% | 2,530,212 SH | Increased+1,749,694 SH |
| CERIBELL INC | COM | $4.1M | 0.2% | 188,506 SH | New |
| CITI TRENDS INC | COM | $8.4M | 0.4%Prev: 0.0% | 203,107 SH | Increased+190,831 SH |
| COMPASS INC | CL A | $13.2M | 0.6%Prev: 0.3% | 1,250,000 SH | Increased+500,000 SH |
| DAVE INC | CLASS A COM NEW | $218.5M | 10.2%Prev: 8.0% | 986,708 SH | Increased+61,442 SH |
| DELCATH SYS INC | COM NEW | $5.0M | 0.2%Prev: 0.2% | 499,796 SH | Decreased+23,636 SH |
| DESTINATION XL GROUP INC | COM | $182K | 0.0%Prev: 0.0% | 197,937 SH | Decreased |
| DRAFTKINGS INC NEW | COM CL A | $17.3M | 0.8%Prev: 0.2% | 502,162 SH | Increased+404,679 SH |
| EL POLLO LOCO HLDGS INC | COM | $7.2M | 0.3%Prev: 0.4% | 692,665 SH | Decreased-144,985 SH |
| ENOVA INTL INC | COM | $13.0M | 0.6% | 82,490 SH | New |
| EZCORP INC | CL A NON VTG | $2.7M | 0.1%Prev: 0.1% | 138,505 SH | Increased |
| FIGS INC | CL A | $50.1M | 2.3%Prev: 0.0% | 4,410,632 SH | Increased+4,376,093 SH |
| FLOTEK INDS INC DEL | COM NEW | $5.8M | 0.3% | 337,407 SH | New |
| FLYWIRE CORPORATION | COM VTG | $81.9M | 3.8%Prev: 2.5% | 5,786,462 SH | Increased+1,635,725 SH |
| FOX FACTORY HLDG CORP | COM | $1.7M | 0.1%Prev: 0.7% | 100,000 SH | Decreased-565,680 SH |
| GAMBLING COM GROUP LIMITED | ORDINARY SHARES | $1.7M | 0.1%Prev: 0.1% | 305,694 SH | Decreased |
| GOGO INC | COM | $57K | 0.0%Prev: 0.0% | 12,272 SH | Decreased |
| GROUPON INC | COM NEW | $7.8M | 0.4%Prev: 0.5% | 444,965 SH | Decreased |
| HIMS & HERS HEALTH INC | COM CL A | $15.3M | 0.7%Prev: 1.2% | 469,833 SH | Decreased+4,740 SH |
| HINGE HEALTH INC | CL A | $1.1M | 0.1%Prev: 0.1% | 24,639 SH | Decreased-36,015 SH |
| IMAX CORP | COM | $35.7M | 1.7%Prev: 0.9% | 964,986 SH | Increased+324,525 SH |
| INDIVIOR PLC | ORD | $99.9M | 4.7%Prev: 3.5% | 2,784,786 SH | Increased-577,819 SH |
| INOGEN INC | COM | $592K | 0.0%Prev: 0.0% | 88,136 SH | Decreased |
| J JILL INC | COM | $1.5M | 0.1%Prev: 0.6% | 108,105 SH | Decreased-759,139 SH |
| JOHNSON OUTDOORS INC | CL A | $8.9M | 0.4%Prev: 0.3% | 209,457 SH | Increased+19,400 SH |
| LIFEMD INC | COM | $463K | 0.0%Prev: 0.0% | 135,826 SH | Decreased |
| LIFEVANTAGE CORP | COM NEW | $396K | 0.0%Prev: 0.0% | 64,345 SH | Decreased+11,445 SH |
| LIFEWAY FOODS INC | COM | $32.7M | 1.5%Prev: 0.8% | 1,347,635 SH | Increased+717,452 SH |
| LOVESAC COMPANY | COM | $562K | 0.0%Prev: 0.0% | 38,115 SH | Decreased |
| LUMENTUM HLDGS INC | COM | $43.6M | 2.0%Prev: 1.2% | 118,185 SH | Increased-45,118 SH |
| MEDIAALPHA INC | CL A | $11.0M | 0.5%Prev: 0.0% | 849,011 SH | Increased+762,104 SH |
| MEDIFAST INC | COM | $853K | 0.0%Prev: 0.0% | 79,839 SH | Decreased |
| NAPCO SEC TECHNOLOGIES INC | COM | $33.8M | 1.6%Prev: 0.2% | 809,729 SH | Increased+698,163 SH |
| NATIONAL VISION HLDGS INC | COM | $9.1M | 0.4%Prev: 0.5% | 351,845 SH | Decreased-48,705 SH |
| NEOGENOMICS INC | COM NEW | $1.2M | 0.1%Prev: 0.0% | 100,000 SH | Increased+84,504 SH |
| NETGEAR INC | COM | $704K | 0.0% | 28,700 SH | New |
| OMADA HEALTH INC | COM | $7.4M | 0.3%Prev: 1.3% | 469,597 SH | Decreased-910,344 SH |
| ONEWATER MARINE INC | CL A COM | $1.2M | 0.1%Prev: 0.1% | 108,000 SH | Decreased |
| PHATHOM PHARMACEUTICALS INC | COM | $11.0M | 0.5% | 662,312 SH | New |
| PHILIP MORRIS INTL INC | COM | $4.5M | 0.2%Prev: 0.2% | 28,244 SH | Decreased |
| PORCH GROUP INC | DEBT 9.000% 5/1 | $14.8M | 0.7% | 1,620,351 SH | New |
| PRIORITY TECHNOLOGY HLDGS IN | COM | $5.8M | 0.3%Prev: 0.4% | 1,057,894 SH | Decreased-433,316 SH |
| PROGYNY INC | COM | $9.3M | 0.4% | 363,624 SH | New |
| PURPLE INNOVATION INC | COM | $96K | 0.0%Prev: 0.0% | 138,605 SH | Decreased |
| RANPAK HOLDINGS CORP | COM CL A | $1.4M | 0.1%Prev: 0.1% | 250,001 SH | Decreased |
| REMITLY GLOBAL INC | COM | $848K | 0.0%Prev: 0.0% | 61,463 SH | Decreased |
| REV GROUP INC | COM | $3.0M | 0.1%Prev: 0.4% | 50,000 SH | Decreased-100,337 SH |
| ROSS STORES INC | COM | $12.3M | 0.6% | 68,204 SH | New |
| RUSH STREET INTERACTIVE INC | COM | $85.7M | 4.0%Prev: 3.6% | 4,411,304 SH | Increased+392,153 SH |
| SENSUS HEALTHCARE INC | COM | $1.2M | 0.1%Prev: 0.1% | 298,879 SH | Decreased-154,018 SH |
| SEZZLE INC | COM | $71.3M | 3.3%Prev: 5.2% | 1,123,226 SH | Decreased-371,391 SH |
| SHARKNINJA INC | COM SHS | $86.1M | 4.0%Prev: 3.5% | 769,163 SH | Increased-5,245 SH |
| SLEEP NUMBER CORP | COM | $1.3M | 0.1%Prev: 0.0% | 156,098 SH | Increased+74,758 SH |
| SUPER GROUP SGHC LIMITED | ORD SHS | $288.3M | 13.5%Prev: 10.7% | 24,128,529 SH | Increased+5,519,819 SH |
| SWEETGREEN INC | COM CL A | $1.7M | 0.1%Prev: 0.1% | 255,244 SH | Decreased |
| THE REALREAL INC | COM | $49.7M | 2.3%Prev: 1.2% | 3,150,443 SH | Increased+550,642 SH |
| THREDUP INC | CL A | $6.4M | 0.3%Prev: 0.4% | 993,949 SH | Decreased-300 SH |
| TTM TECHNOLOGIES INC | COM | $11.4M | 0.5%Prev: 0.6% | 164,595 SH | Decreased-71,176 SH |
| TURNING PT BRANDS INC | COM | $57.6M | 2.7%Prev: 4.2% | 531,214 SH | Decreased-442,852 SH |
| UPSTART HLDGS INC | COM | $16.2M | 0.8% | 370,000 SH | New |
| VERICEL CORP | COM | $8.1M | 0.4% | 225,000 SH | New |
| VICTORIAS SECRET AND CO | COMMON STOCK | $26.7M | 1.3%Prev: 0.1% | 493,413 SH | Increased+407,503 SH |
| VITAL FARMS INC | COM | $17.1M | 0.8%Prev: 1.8% | 534,780 SH | Decreased-458,558 SH |
| WEBULL CORP | ORD SHS | $6.2M | 0.3% | 800,000 SH | New |
| WILLDAN GROUP INC | COM | $31.0M | 1.4%Prev: 1.1% | 298,932 SH | Increased+45,811 SH |
| WINGSTOP INC | COM | $3.1M | 0.1% | 12,857 SH | New |
| ZEVIA PBC | CL A | $7.5M | 0.3%Prev: 0.7% | 3,213,961 SH | Decreased-2,945,401 SH |
| ZIPRECRUITER INC | CL A | $193K | 0.0%Prev: 0.0% | 49,510 SH | Decreased |
| ZUMIEZ INC | COM | $3.2M | 0.2% | 124,549 SH | New |
| 13F-HR |
| 0001901865-26-000002 |
| $4.41B |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0000919574-25-004703 | $1.57B | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001901865-26-000001 | $2.39B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0000919574-25-003098 | $993.6M | View |