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CIK 0002032148 • 3 13F filings • Jan 13, 2026 – Aug 12, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| CARVANA CO | CL A | $18.7M | 1.9%Prev: 19.5% | 44,353 SH | Decreased-2,954,395 SH |
| DUOLINGO INC | CL A COM | $18.3M | 1.9% | 104,532 SH | New |
| ENTEGRIS INC | COM | $27.0M | 2.8% | 320,777 SH | New |
| SYNOPSYS INC | CALL | $328.8M | 33.9% | 700,000 SH | New |
| SYNOPSYS INC | COM | $352.9M | 36.3%Prev: 13.1% | 751,202 SH | Increased+453,958 SH |
| VIKING HOLDINGS LTD | ORD SHS | $223.7M | 23.0%Prev: 15.5% | 3,133,231 SH | Increased+1,633,231 SH |
| WIX COM LTD | SHS | $1.5M | 0.2% | 14,443 SH | New |
| 13F-HR |
| 0002032148-26-000008 |
| $674.8M |
| View |