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CIK 0001959730 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 1 800 FLOWERS COM INC | CL A | $21.1M | 2.6%Prev: 4.9% | 5,359,437 SH | Decreased-4,167,813 SH |
| ADVANCED MICRO DEVICES INC | COM | $18.7M | 2.3%Prev: 4.0% | 87,185 SH | Decreased-137,564 SH |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $5.2M | 0.6%Prev: 0.3% | 35,300 SH | Increased+18,400 SH |
| AMAZON COM INC | COM | $20.1M | 2.5%Prev: 0.8% | 87,020 SH | Increased+54,520 SH |
| ARRIVENT BIOPHARMA INC | COM | $11.4M | 1.4%Prev: 1.3% | 565,851 SH | Decreased-54,000 SH |
| BAIDU INC | SPON ADR REP A | $2.8M | 0.3%Prev: 0.7% | 21,327 SH | Decreased-26,146 SH |
| BATH & BODY WORKS INC | COM | $6.8M | 0.8%Prev: 3.5% | 336,427 SH | Decreased-891,195 SH |
| BBB FOODS INC | CL A COM | $992K | 0.1% | 29,695 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $50.3M | 6.1% | 100,000 SH | New |
| BJS RESTAURANTS INC | COM | $525K | 0.1%Prev: 0.5% | 13,337 SH | Decreased-129,814 SH |
| BLOOMIN BRANDS INC | COM | $3.2M | 0.4%Prev: 0.1% | 524,140 SH | Increased+372,740 SH |
| BURLINGTON STORES INC | COM | $3.4M | 0.4% | 11,900 SH | New |
| CALERES INC | COM | $2.6M | 0.3% | 214,811 SH | New |
| CANADA GOOSE HLDGS INC | SHS SUB VTG | $1.8M | 0.2%Prev: 0.2% | 136,416 SH | Decreased-3,584 SH |
| CELSIUS HLDGS INC | COM NEW | $53.9M | 6.6%Prev: 1.6% | 1,177,720 SH | Increased+928,867 SH |
| CHIPOTLE MEXICAN GRILL INC | COM | $1.5M | 0.2% | 40,000 SH | New |
| CITI TRENDS INC | COM | $107.0M | 13.1%Prev: 8.9% | 2,573,486 SH | Increased |
| COUPANG INC | CL A | $1.3M | 0.2% | 55,000 SH | New |
| DAVE & BUSTERS ENTMT INC | COM | $7.4M | 0.9%Prev: 0.9% | 453,909 SH | Decreased+24,909 SH |
| DESTINATION XL GROUP INC | COM | $5.3M | 0.6%Prev: 0.8% | 5,758,261 SH | Decreased |
| DIGITALOCEAN HLDGS INC | COM | $18.0M | 2.2%Prev: 1.4% | 374,349 SH | Increased-6,541 SH |
| EL POLLO LOCO HLDGS INC | COM | $7.8M | 1.0%Prev: 0.3% | 745,140 SH | Increased+491,184 SH |
| ENVIRI CORP | COM | $77.0M | 9.4%Prev: 11.3% | 4,294,596 SH | Decreased-3,734,281 SH |
| FOSSIL GROUP INC | COM | $2.4M | 0.3%Prev: 0.1% | 642,043 SH | Increased+413,349 SH |
| FUNKO INC | COM CL A | $17.8M | 2.2%Prev: 2.1% | 5,248,709 SH | Decreased-165,178 SH |
| GENESCO INC | COM | $24.4M | 3.0%Prev: 3.1% | 986,241 SH | Decreased+33,044 SH |
| GROUPON INC | COM NEW | $616K | 0.1% | 35,000 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P 500 EQL WGT | $67.0M | 8.2% | 350,000 SH | New |
| J JILL INC | COM | $7.4M | 0.9%Prev: 1.1% | 538,599 SH | Decreased-21,505 SH |
| JUMIA TECHNOLOGIES AG | SPONSORED ADS | $115.6M | 14.1%Prev: 12.4% | 9,255,298 SH | Increased-334,955 SH |
| LATHAM GROUP INC | COM | $1.1M | 0.1%Prev: 0.2% | 175,162 SH | Decreased-75,662 SH |
| LEGGETT & PLATT INC | COM | $4.9M | 0.6% | 444,596 SH | New |
| MICRON TECHNOLOGY INC | COM | $12.6M | 1.5%Prev: 5.7% | 44,000 SH | Decreased-260,690 SH |
| OLAPLEX HLDGS INC | COM | $1.0M | 0.1% | 763,328 SH | New |
| PAPA JOHNS INTL INC | COM | $407K | 0.0%Prev: 0.1% | 10,581 SH | Decreased-10,000 SH |
| PAR TECHNOLOGY CORP | COM | $7.5M | 0.9%Prev: 0.9% | 206,985 SH | Decreased |
| PRIMO BRANDS CORPORATION | CLASS A COM SHS | $1.1M | 0.1% | 65,000 SH | New |
| REDDIT INC | CL A | $30.4M | 3.7%Prev: 4.6% | 132,181 SH | Decreased-46,563 SH |
| ROCKET COS INC | COM CL A | $3.3M | 0.4%Prev: 0.4% | 170,000 SH | Decreased |
| SEA LTD | SPONSORED ADS | $10.1M | 1.2% | 79,000 SH | New |
| SIGNET JEWELERS LIMITED | SHS | $2.1M | 0.3%Prev: 0.3% | 25,000 SH | Decreased+1,009 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $1.5M | 0.2% | 2,267 SH | New |
| STITCH FIX INC | COM CL A | $7.6M | 0.9%Prev: 3.1% | 1,441,892 SH | Decreased-4,967,621 SH |
| SWEETGREEN INC | COM CL A | $1.4M | 0.2% | 200,000 SH | New |
| TALEN ENERGY CORP | COM | $6.9M | 0.8% | 18,500 SH | New |
| TAPESTRY INC | COM | $13.6M | 1.7%Prev: 2.3% | 106,662 SH | Decreased-72,288 SH |
| TEXAS ROADHOUSE INC | COM | $6.4M | 0.8% | 38,800 SH | New |
| TILLYS INC | CL A | $16.0M | 2.0%Prev: 1.9% | 8,058,268 SH | Decreased-116,611 SH |
| TORRID HLDGS INC | COM | $9.7M | 1.2%Prev: 1.9% | 9,904,856 SH | Decreased+90,000 SH |
| V F CORP | COM | $10.5M | 1.3%Prev: 0.1% | 578,818 SH | Increased+498,818 SH |
| WINGSTOP INC | COM | $6.0M | 0.7% | 25,000 SH | New |
| WW INTL INC | COM NEW | $485K | 0.1% | 16,600 SH | New |
| 13F-HR |
| 0000929638-26-003075 |
| $603.1M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0000929638-25-003043 | $1.24B | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0000929638-26-001896 | $872.0M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0000929638-25-001902 | $2.24B | View |