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CIK 0001589115 • 6 13F filings • May 5, 2025 – Aug 7, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| BLEND LABS INC | CL A COM | $12.9M | 8.4%Prev: 7.6% | 4,244,379 SH | Decreased |
| DOXIMITY INC | CL A COM | $17.2M | 11.1%Prev: 13.9% | 387,500 SH | Decreased |
| SERVICETITAN INC | SHS CL A | $12.4M | 8.1%Prev: 5.7% | 116,500 SH | Increased |
| VEEVA SYS INC | CL A COM | $111.6M | 72.4%Prev: 72.8% | 500,000 SH | Decreased |
| 13F-HR |
| 0001193125-26-339891 |
| $112.3M |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0000950123-25-007783 | $194.3M | View |
| May 8, 2026 | Q1 2026 | 13F-HR | 0001193125-26-213469 | $111.5M | View |
| May 5, 2025 | Q1 2025 | 13F-HR | 0000950123-25-004031 | $163.6M | View |