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CIK 0001965005 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCE AUTO PARTS INC | COM | $37.0M | 6.6%Prev: 5.6% | 940,592 SH | Increased+423,499 SH |
| ADVANCED MICRO DEVICES INC | COM | $36.3M | 6.5% | 169,450 SH | New |
| AMAZON COM INC | COM | $36.7M | 6.5% | 158,800 SH | New |
| BLUE OWL CAPITAL INC | COM CL A | $14.3M | 2.5% | 956,257 SH | New |
| BROADCOM INC | COM | $36.3M | 6.4% | 104,760 SH | New |
| COOPER COS INC | COM | $5.8M | 1.0%Prev: 7.6% | 70,397 SH | Decreased-551,839 SH |
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | $31.7M | 5.6% | 220,009 SH | New |
| DOLLAR GEN CORP NEW | COM | $5.8M | 1.0%Prev: 8.7% | 43,533 SH | Decreased-432,835 SH |
| FOX FACTORY HLDG CORP | COM | $26.9M | 4.8%Prev: 6.5% | 1,574,759 SH | Decreased+69,405 SH |
| GLOBAL PMTS INC | COM | $34.6M | 6.1%Prev: 7.4% | 446,688 SH | Decreased-55,170 SH |
| GODADDY INC | CL A | $5.4M | 1.0% | 43,800 SH | New |
| HONEYWELL INTL INC | COM | $25.8M | 4.6% | 132,400 SH | New |
| ICF INTL INC | COM | $33.2M | 5.9%Prev: 8.4% | 389,568 SH | Decreased-121,422 SH |
| JAZZ PHARMACEUTICALS PLC | SHS USD | $18.1M | 3.2%Prev: 8.5% | 106,387 SH | Decreased-256,760 SH |
| LINDE PLC | SHS | $25.4M | 4.5% | 59,583 SH | New |
| MICROSOFT CORP | COM | $36.4M | 6.5% | 75,170 SH | New |
| MONRO INC | COM | $19.3M | 3.4%Prev: 3.2% | 963,927 SH | Increased-32,050 SH |
| NVIDIA CORPORATION | COM | $36.2M | 6.4% | 194,300 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $3.5M | 0.6% | 11,480 SH | New |
| TERADYNE INC | COM | $36.2M | 6.4% | 187,210 SH | New |
| TRANSDIGM GROUP INC | COM | $36.6M | 6.5% | 27,520 SH | New |
| U HAUL HOLDING COMPANY | COM SER N | $15.9M | 2.8% | 339,852 SH | New |
| UNITED STS LIME & MINERALS I | COM | $5.1M | 0.9% | 42,691 SH | New |
| 13F-HR |
| 0001965005-26-000005 |
| $589.3M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001965005-25-000006 | $513.0M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001965005-26-000004 | $597.7M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001965005-25-000004 | $412.1M | View |