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CIK 0000911270 • 7 13F filings • May 7, 2025 – Oct 7, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| Advanced Micro Devices | COM | $22K | 0.0%Prev: 3.3% | 102 SH | Decreased-17,947 SH |
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| Alphabet Inc. Class A | COM | $148K | 0.1%Prev: 0.0% | 474 SH | Decreased+16 SH |
| Amazon.Com Inc. | COM | $97K | 0.0% | 419 SH | New |
| Apple Inc. | COM | $163K | 0.1% | 600 SH | New |
| AppLovin Corporation | COM | $9.4M | 3.2%Prev: 2.1% | 13,941 SH | Increased-10,753 SH |
| Arista Networks | COM | $10.8M | 3.7%Prev: 2.6% | 82,567 SH | Increased+39,333 SH |
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| Broadcom Inc. | COM | $62K | 0.0% | 179 SH | New |
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| Visa Inc. | COM | $8K | 0.0% | 24 SH | New |
| 13F-HR |
| 0000911270-25-000010 |
| $316.8M |
| View |
| Aug 5, 2026 | Q2 2026 | 13F-HR | 0000911270-26-000007 | $363.4M | View |
| Aug 8, 2025 | Q2 2025 | 13F-HR | 0000911270-25-000008 | $444.8M | View |
| May 8, 2026 | Q1 2026 | 13F-HR | 0000911270-26-000005 | $209.2M | View |
| May 7, 2025 | Q1 2025 | 13F-HR | 0000911270-25-000005 | $380.1M | View |