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CIK 0001214639 • 6 13F filings • May 13, 2025 – Aug 3, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $102.9M | 1.5%Prev: 1.6% | 821,350 SH | Decreased-11,430 SH |
| AEROVIRONMENT INC | COM | $259K | 0.0% | 1,069 SH | New |
| ALPHABET INC | CAP STK CL A | $611.2M | 9.1%Prev: 6.0% | 1,952,576 SH | Increased+214,396 SH |
| ALPHABET INC | CAP STK CL C | $253K | 0.0% | 805 SH | New |
| AMAZON COM INC | COM | $545.6M | 8.1%Prev: 7.6% | 2,363,635 SH | Increased-56,893 SH |
| ARISTA NETWORKS INC | COM SHS | $364.7M | 5.4%Prev: 6.1% | 2,783,018 SH | Decreased-150,196 SH |
| ARM HOLDINGS PLC | SPONSORED ADS | $284K | 0.0% | 2,596 SH | New |
| ASML HOLDING N V | N Y REGISTRY SHS | $3.3M | 0.0%Prev: 0.0% | 3,083 SH | Increased-322 SH |
| AUTODESK INC | COM | $91.5M | 1.4%Prev: 1.4% | 309,064 SH | Decreased+2,345 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $213K | 0.0%Prev: 0.0% | 829 SH | Decreased-2,730 SH |
| BOOKING HOLDINGS INC | COM | $125.1M | 1.9%Prev: 2.2% | 23,353 SH | Decreased-4,855 SH |
| BOSTON SCIENTIFIC CORP | COM | $450K | 0.0%Prev: 0.0% | 4,724 SH | Increased+747 SH |
| BROADCOM INC | COM | $580.1M | 8.6%Prev: 7.5% | 1,676,167 SH | Increased+77,735 SH |
| CADENCE DESIGN SYSTEM INC | COM | $86.9M | 1.3%Prev: 1.3% | 278,150 SH | Decreased+14,682 SH |
| DEXCOM INC | COM | $156.3M | 2.3%Prev: 2.4% | 2,355,093 SH | Decreased-178,446 SH |
| GE AEROSPACE | COM NEW | $170.4M | 2.5%Prev: 2.4% | 553,125 SH | Increased-7,927 SH |
| GE VERNOVA INC | COM | $185.1M | 2.7%Prev: 1.7% | 283,208 SH | Increased+85,031 SH |
| GRAB HOLDINGS LIMITED | CLASS A ORD | $6.0M | 0.1%Prev: 0.1% | 1,204,929 SH | Decreased-150,779 SH |
| HDFC BANK LTD | SPONSORED ADS | $5.9M | 0.1%Prev: 0.1% | 160,785 SH | Decreased-37,715 SH |
| HEICO CORP NEW | COM | $248K | 0.0% | 766 SH | New |
| HOWMET AEROSPACE INC | COM | $179.1M | 2.7%Prev: 2.5% | 873,695 SH | Increased-4,375 SH |
| ICICI BANK LIMITED | ADR | $5.3M | 0.1%Prev: 0.1% | 179,445 SH | Decreased-37,130 SH |
| INTEL CORP | COM | $296K | 0.0% | 8,011 SH | New |
| INTUIT | COM | $279.4M | 4.1%Prev: 4.5% | 421,838 SH | Decreased-43,631 SH |
| ISHARES TR | ESG OPTIMIZED | $1.2M | 0.0% | 8,775 SH | New |
| ISHARES TR | RUS 1000 GRW ETF | $33.4M | 0.5%Prev: 0.0% | 70,639 SH | Increased+69,956 SH |
| KLAVIYO INC | COM SER A | $264K | 0.0% | 8,130 SH | New |
| MASTERCARD INCORPORATED | CL A | $125.5M | 1.9%Prev: 1.9% | 219,859 SH | Decreased-17,582 SH |
| MERCADOLIBRE INC | COM | $5.6M | 0.1%Prev: 0.1% | 2,803 SH | Decreased-1,165 SH |
| META PLATFORMS INC | CL A | $321.7M | 4.8%Prev: 7.2% | 487,342 SH | Decreased-197,320 SH |
| MICROSOFT CORP | COM | $796.3M | 11.8%Prev: 12.2% | 1,646,502 SH | Decreased-4,918 SH |
| MONGODB INC | CL A | $230K | 0.0% | 547 SH | New |
| NETFLIX INC | COM | $122.3M | 1.8%Prev: 2.3% | 1,304,137 SH | Decreased+1,170,557 SH |
| NVIDIA CORPORATION | COM | $1.03B | 15.3%Prev: 15.2% | 5,524,019 SH | Decreased-173,436 SH |
| ORACLE CORP | COM | $108.1M | 1.6%Prev: 2.5% | 554,837 SH | Decreased-61,048 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $427K | 0.0% | 2,403 SH | New |
| PALO ALTO NETWORKS INC | COM | $209K | 0.0%Prev: 0.0% | 1,133 SH | Decreased-399 SH |
| PINTEREST INC | CL A | $46.1M | 0.7%Prev: 0.9% | 1,778,687 SH | Decreased-170,267 SH |
| REDDIT INC | CL A | $185.1M | 2.7%Prev: 2.6% | 805,398 SH | Increased+11,493 SH |
| SENTINELONE INC | CL A | $154K | 0.0% | 10,288 SH | New |
| SERVICENOW INC | COM | $50.0M | 0.7%Prev: 0.6% | 326,267 SH | Increased+279,166 SH |
| SHOPIFY INC | CL A SUB VTG SHS | $502K | 0.0%Prev: 0.0% | 3,118 SH | Increased+1,126 SH |
| SPOTIFY TECHNOLOGY S A | SHS | $1.9M | 0.0%Prev: 0.0% | 3,253 SH | Increased+2,859 SH |
| STRYKER CORPORATION | COM | $6.6M | 0.1%Prev: 0.1% | 18,906 SH | Decreased+175 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $13.5M | 0.2%Prev: 0.2% | 44,571 SH | Decreased-6,416 SH |
| UBER TECHNOLOGIES INC | COM | $231.4M | 3.4%Prev: 4.2% | 2,831,670 SH | Decreased-141,179 SH |
| VISA INC | COM CL A | $167.4M | 2.5%Prev: 2.4% | 477,371 SH | Decreased-16,530 SH |
| 13F-HR |
| 0001172661-26-003020 |
| $5.84B |
| View |
| Jul 24, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002718 | $6.77B | View |
| Apr 29, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001568 | $5.66B | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001730 | $5.72B | View |