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CIK 0001214639 • 6 13F filings • May 13, 2025 – Aug 3, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $506.6M | 9.0%Prev: 6.5% | 1,761,877 SH | Increased-635,983 SH |
| ALPHABET INC | CAP STK CL C | $206K | 0.0% | 717 SH | New |
| AMAZON COM INC | COM | $407.4M | 7.2%Prev: 9.2% | 1,956,303 SH | Decreased-822,946 SH |
| ARISTA NETWORKS INC | COM SHS | $329.9M | 5.8%Prev: 7.6% | 2,686,694 SH | Decreased-2,952,472 SH |
| ARM HOLDINGS PLC | SPONSORED ADS | $413K | 0.0% | 2,730 SH | New |
| ASML HLDG NV | N Y REGISTRY SHS | $4.3M | 0.1% | 3,282 SH | New |
| AUTODESK INC | COM | $103.5M | 1.8%Prev: 2.1% | 432,363 SH | Decreased-28,461 SH |
| AVEPOINT INC | COM CL A | $110K | 0.0% | 11,614 SH | New |
| BOOKING HOLDINGS INC | COM | $96.0M | 1.7%Prev: 1.6% | 22,797 SH | Increased+3,365 SH |
| BOSTON SCIENTIFIC CORP | COM | $35.4M | 0.6% | 564,349 SH | New |
| BROADCOM INC | COM | $499.9M | 8.8%Prev: 1.4% | 1,615,114 SH | Increased+1,119,712 SH |
| CADENCE DESIGN SYSTEM INC | COM | $75.5M | 1.3%Prev: 1.2% | 271,858 SH | Increased-7,340 SH |
| DEXCOM INC | COM | $120.8M | 2.1%Prev: 0.5% | 1,923,820 SH | Increased+1,516,157 SH |
| ENTEGRIS INC | COM | $41.7M | 0.7% | 355,538 SH | New |
| EVERPURE INC | CL A | $69.4M | 1.2% | 1,174,778 SH | New |
| FAIR ISAAC CORP | COM | $23.9M | 0.4% | 22,396 SH | New |
| GE AEROSPACE | COM NEW | $106.7M | 1.9%Prev: 2.1% | 376,098 SH | Decreased-237,600 SH |
| GE VERNOVA INC | COM | $205.7M | 3.6%Prev: 0.8% | 235,701 SH | Increased+86,361 SH |
| GRAB HOLDINGS LIMITED | CLASS A ORD | $2.7M | 0.0% | 731,172 SH | New |
| HEICO CORP NEW | COM | $221K | 0.0% | 807 SH | New |
| HOWMET AEROSPACE INC | COM | $177.4M | 3.1%Prev: 2.0% | 769,737 SH | Increased-122,365 SH |
| INTEL CORP | COM | $253K | 0.0% | 5,724 SH | New |
| INTUIT | COM | $133.8M | 2.4%Prev: 5.1% | 309,394 SH | Decreased-169,040 SH |
| ISHARES TR | RUS 1000 GRW ETF | $5.5M | 0.1%Prev: 0.0% | 12,897 SH | Increased+12,064 SH |
| MARVELL TECHNOLOGY INC | COM | $229K | 0.0% | 2,313 SH | New |
| MASTERCARD INCORPORATED | CL A | $105.4M | 1.9%Prev: 2.0% | 211,023 SH | Decreased+6,752 SH |
| MERCADOLIBRE INC | COM | $4.7M | 0.1%Prev: 0.1% | 2,733 SH | Decreased+304 SH |
| META PLATFORMS INC | CL A | $286.7M | 5.1%Prev: 8.1% | 501,154 SH | Decreased-302,038 SH |
| MICROSOFT CORP | COM | $570.8M | 10.1%Prev: 9.6% | 1,541,875 SH | Increased+73,965 SH |
| NETFLIX INC. | COM | $133.1M | 2.4% | 1,384,070 SH | New |
| NVIDIA CORPORATION | COM | $908.3M | 16.1%Prev: 12.2% | 5,208,018 SH | Increased-1,248,393 SH |
| ORACLE CORP | COM | $114.3M | 2.0%Prev: 0.1% | 777,056 SH | Increased+721,594 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $501K | 0.0% | 3,425 SH | New |
| REDDIT INC | CL A | $114.2M | 2.0% | 848,206 SH | New |
| SENTINELONE INC | CL A | $139K | 0.0% | 10,828 SH | New |
| SERVICENOW INC | COM | $49.7M | 0.9% | 475,149 SH | New |
| SHOPIFY INC | CL A SUB VTG SHS | $393K | 0.0% | 3,313 SH | New |
| SPOTIFY TECHNOLOGY S A | SHS | $70.0M | 1.2% | 144,331 SH | New |
| STRYKER CORPORATION | COM | $9.5M | 0.2%Prev: 0.0% | 28,927 SH | Increased+25,170 SH |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $14.3M | 0.3% | 42,266 SH | New |
| TERADYNE INC | COM | $31.4M | 0.6% | 105,841 SH | New |
| TOWER SEMICONDUCTOR LTD | SHS NEW | $3.3M | 0.1% | 19,068 SH | New |
| UBER TECHNOLOGIES INC | COM | $154.7M | 2.7%Prev: 3.2% | 2,150,746 SH | Decreased-361,400 SH |
| VISA INC | COM CL A | $137.6M | 2.4%Prev: 3.2% | 455,389 SH | Decreased-64,727 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 |