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CIK 0001671657 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AERCAP HOLDINGS NV | SHS | $174.7M | 15.2% | 1,215,059 SH | New |
| ALPHABET INC | CAP STK CL C | $68.1M | 5.9% | 216,906 SH | New |
| ASML HOLDING N V | N Y REGISTRY SHS | $205.8M | 17.9% | 192,343 SH | New |
| AUTOZONE INC | COM | $85.2M | 7.4% | 25,121 SH | New |
| BOOKING HOLDINGS INC | COM | $87.4M | 7.6% | 16,317 SH | New |
| DANAHER CORPORATION | COM | $189.4M | 16.5% | 827,520 SH | New |
| ENOVIS CORPORATION | COM | $60.7M | 5.3%Prev: 6.5% | 2,279,200 SH | Decreased-120,122 SH |
| LIVE NATION ENTERTAINMENT IN | COM | $85.9M | 7.5% | 602,973 SH | New |
| META PLATFORMS INC | CL A | $105.9M | 9.2%Prev: 12.7% | 160,450 SH | Decreased-31,774 SH |
| ROYALTY PHARMA PLC | SHS CLASS A | $87.3M | 7.6%Prev: 7.5% | 2,259,469 SH | Increased-90,980 SH |
| 13F-HR |
| 0001398344-26-014470 |
| $1.56B |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001398344-25-015394 | $1.12B | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001398344-26-009218 | $1.26B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001398344-25-009457 | $943.6M | View |