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CIK 0001827734 • 6 13F filings • May 15, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $221.8M | 10.9%Prev: 9.3% | 961,047 SH | Increased+87,733 SH |
| APPLOVIN CORP | COM CL A | $28.5M | 1.4%Prev: 2.6% | 42,229 SH | Decreased-31,870 SH |
| BLOCK INC | CL A | $28.4M | 1.4% | 435,815 SH | New |
| BOOKING HOLDINGS INC | COM | $57.0M | 2.8%Prev: 2.8% | 10,637 SH | Decreased+33 SH |
| CAPITAL ONE FINL CORP | COM | $61.7M | 3.0%Prev: 2.1% | 254,517 SH | Increased+48,830 SH |
| CORE & MAIN INC | CL A | $80.4M | 3.9%Prev: 2.0% | 1,546,500 SH | Increased+789,865 SH |
| INTUIT | COM | $62.5M | 3.1%Prev: 2.6% | 94,321 SH | Increased+15,725 SH |
| LIVE NATION ENTERTAINMENT IN | COM | $41.1M | 2.0%Prev: 3.4% | 288,367 SH | Decreased-143,568 SH |
| LOUISIANA PAC CORP | COM | $72.7M | 3.6%Prev: 3.6% | 900,048 SH | Decreased+79,293 SH |
| NETFLIX INC | COM | $10.3M | 0.5%Prev: 2.5% | 109,370 SH | Decreased+66,465 SH |
| PTC INC | COM | $213.5M | 10.5%Prev: 10.8% | 1,225,478 SH | Decreased+132,118 SH |
| SALESFORCE INC | COM | $466.0M | 22.9%Prev: 20.3% | 1,759,109 SH | Increased |
| SPOTIFY TECHNOLOGY S A | SHS | $43.7M | 2.1%Prev: 2.0% | 75,330 SH | Increased+16,196 SH |
| T-MOBILE US INC | COM | $42.9M | 2.1%Prev: 1.0% | 211,337 SH | Increased+124,372 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $54.8M | 2.7%Prev: 1.9% | 180,401 SH | Increased+38,141 SH |
| TETRA TECH INC NEW | COM | $102.9M | 5.1%Prev: 1.7% | 3,066,841 SH | Increased+2,051,175 SH |
| UBER TECHNOLOGIES INC | COM | $16.0M | 0.8%Prev: 1.6% | 196,312 SH | Decreased-145,669 SH |
| VISA INC | COM CL A | $84.8M | 4.2%Prev: 2.9% | 241,807 SH | Increased+64,601 SH |
| WORKDAY INC | CL A | $302.0M | 14.8%Prev: 16.2% | 1,406,150 SH | Decreased+23,857 SH |
| XYLEM INC | COM | $45.0M | 2.2%Prev: 2.0% | 330,627 SH | Increased+47,865 SH |
| 13F-HR |
| 0002073679-26-000085 |
| $1.37B |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001827734-25-000005 | $2.10B | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0002073679-26-000064 | $1.56B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001827734-25-000003 | $1.80B | View |