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CIK 0001963404 • 6 13F filings • May 14, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $53.1M | 12.8%Prev: 11.3% | 230,000 SH | Increased |
| ASML HOLDING N V | N Y REGISTRY SHS | $33.2M | 8.0%Prev: 8.2% | 31,000 SH | Decreased-7,000 SH |
| CARVANA CO | CL A | $36.3M | 8.7%Prev: 5.8% | 86,000 SH | Increased+17,000 SH |
| COUPANG INC | CL A | $32.9M | 7.9%Prev: 9.1% | 1,395,000 SH | Decreased+130,000 SH |
| GUIDEWIRE SOFTWARE INC | COM | $23.1M | 5.6%Prev: 5.9% | 115,000 SH | Decreased |
| MASTERCARD INCORPORATED | CL A | $26.5M | 6.4%Prev: 5.6% | 46,500 SH | Increased+2,500 SH |
| MERCADOLIBRE INC | COM | $39.3M | 9.4%Prev: 7.8% | 19,500 SH | Increased+4,500 SH |
| META PLATFORMS INC | CL A | $40.3M | 9.7%Prev: 12.2% | 61,000 SH | Decreased-13,500 SH |
| PROCORE TECHNOLOGIES INC | COM | $30.6M | 7.3%Prev: 6.8% | 420,000 SH | Decreased |
| SHOPIFY INC | CL A SUB VTG SHS | $37.0M | 8.9%Prev: 10.1% | 230,000 SH | Decreased-75,000 SH |
| SPOTIFY TECHNOLOGY S A | SHS | $23.2M | 5.6%Prev: 6.2% | 40,000 SH | Decreased |
| UBER TECHNOLOGIES INC | COM | $18.8M | 4.5%Prev: 6.0% | 230,000 SH | Decreased-45,000 SH |
| VISA INC | COM CL A | $22.1M | 5.3%Prev: 4.8% | 63,000 SH | Increased |
| 13F-HR |
| 0001398344-26-014275 |
| $410.8M |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001398344-25-015186 | $416.1M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001398344-26-009115 | $372.3M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001398344-25-009332 | $355.5M | View |