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CIK 0001943822 • 6 13F filings • May 7, 2025 – Aug 7, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| Advanced Micro Devices Inc | COM | $15.6M | 5.1%Prev: 4.0% | 72,700 SH | Decreased-26,051 SH |
| Alcon AG | COM | $6.5M | 2.1%Prev: 2.0% | 80,612 SH | Decreased-29,166 SH |
| Amazon.com Inc | COM | $10.9M | 3.6% | 46,954 SH | New |
| Apple Inc | COM | $27.9M | 9.1%Prev: 8.8% | 101,954 SH | Decreased-37,361 SH |
| Aptiv PLC | COM | $10.0M | 3.3%Prev: 3.8% | 131,234 SH | Decreased-48,143 SH |
| AutoZone Inc | COM | $9.7M | 3.2%Prev: 4.1% | 2,834 SH | Decreased-1,039 SH |
| Booking Holdings Inc | COM | $11.9M | 3.9%Prev: 4.1% | 2,214 SH | Decreased-823 SH |
| Cadence Design Systems Inc | COM | $3.6M | 1.2% | 11,525 SH | New |
| Darling Ingredients Inc | COM | $8.3M | 2.7%Prev: 2.4% | 229,733 SH | Decreased-85,592 SH |
| Deere & Co | COM | $13.6M | 4.5%Prev: 4.1% | 29,085 SH | Decreased-6,562 SH |
| Ecolab Inc | COM | $11.5M | 3.8%Prev: 3.7% | 43,627 SH | Decreased-10,652 SH |
| Elevance Health Inc | COM | $10.8M | 3.6%Prev: 2.1% | 30,755 SH | Increased+4,291 SH |
| Fair Isaac Corp | COM | $8.6M | 2.8%Prev: 3.1% | 5,063 SH | Decreased-3,323 SH |
| GXO Logistics Inc | COM | $8.8M | 2.9%Prev: 3.0% | 166,041 SH | Decreased-59,432 SH |
| ICON PLC | COM | $10.1M | 3.3%Prev: 2.3% | 54,976 SH | Increased+1,711 SH |
| Interactive Brokers Group Inc | COM | $6.3M | 2.1%Prev: 4.3% | 98,226 SH | Decreased-151,514 SH |
| JPMorgan Chase & Co | COM | $5.6M | 1.8%Prev: 1.9% | 17,262 SH | Decreased-6,506 SH |
| Keysight Technologies Inc | COM | $7.5M | 2.5%Prev: 1.9% | 36,826 SH | Decreased-6,859 SH |
| Mastercard Inc | COM | $15.9M | 5.2%Prev: 4.7% | 27,672 SH | Decreased-5,806 SH |
| McKesson Corp | COM | $14.8M | 4.9%Prev: 4.7% | 17,996 SH | Decreased-6,524 SH |
| Moody's Corp | COM | $10.1M | 3.3%Prev: 2.3% | 19,732 SH | Increased+527 SH |
| NVIDIA Corp | COM | $15.1M | 4.9%Prev: 8.9% | 80,584 SH | Decreased-111,599 SH |
| ServiceNow Inc | COM | $6.4M | 2.1%Prev: 2.6% | 41,455 SH | Decreased+30,161 SH |
| Taiwan Semiconductor Manufactu | ADR | $22.5M | 7.4%Prev: 7.0% | 73,536 SH | Decreased-26,958 SH |
| Tenable Holdings Inc | COM | $5.3M | 1.7%Prev: 2.2% | 222,946 SH | Decreased-82,696 SH |
| Trane Technologies PLC | COM | $7.7M | 2.5%Prev: 3.4% | 19,584 SH | Decreased-13,093 SH |
| Vail Resorts Inc | COM | $8.6M | 2.8%Prev: 3.3% | 64,639 SH | Decreased-23,162 SH |
| Wells Fargo & Co | COM | $4.0M | 1.3%Prev: 1.2% | 42,413 SH | Decreased-15,382 SH |
| Weyerhaeuser Co | COM | $7.6M | 2.5% | 317,891 SH | New |
| 13F-HR |
| 0001943822-26-000004 |
| $354.7M |
| View |
| Aug 5, 2025 | Q2 2025 | 13F-HR | 0001943822-25-000005 | $383.1M | View |
| May 5, 2026 | Q1 2026 | 13F-HR | 0001943822-26-000003 | $293.1M | View |
| May 7, 2025 | Q1 2025 | 13F-HR | 0001943822-25-000003 | $343.4M | View |