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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 | $11K | 0.0% | 55 SH | New |
| Alphabet Inc. Class A | COM | $114K | 0.1%Prev: 0.6% | 397 SH | Decreased-13,391 SH |
| Amazon.Com Inc. | COM | $62K | 0.0%Prev: 1.1% | 297 SH | Decreased-21,628 SH |
| Analog Devices | COM | $13K | 0.0% | 41 SH | New |
| Apple Inc. | COM | $109K | 0.1%Prev: 1.1% | 430 SH | Decreased-18,709 SH |
| Applied Materials, Inc. | COM | $17K | 0.0% | 50 SH | New |
| AppLovin Corporation | COM | $8.2M | 3.9% | 20,688 SH | New |
| Arista Networks | COM | $9.4M | 4.5%Prev: 2.1% | 76,802 SH | Increased-28,634 SH |
| Broadcom Inc. | COM | $55K | 0.0%Prev: 0.0% | 179 SH | Increased-63 SH |
| Cloudflare, Inc | COM | $8.9M | 4.3%Prev: 4.7% | 43,180 SH | Decreased-113,729 SH |
| Coreweave Inc. | COM | $7.9M | 3.8% | 102,307 SH | New |
| CrowdStrike Holdings, Inc | COM | $8.8M | 4.2%Prev: 6.4% | 22,635 SH | Decreased-46,558 SH |
| Datadog, Inc. | COM | $7.6M | 3.6%Prev: 4.9% | 64,199 SH | Decreased-125,300 SH |
| Forgent Power Solutions Inc | COM | $10.0M | 4.8% | 341,467 SH | New |
| GE Vernova Inc | COM | $24K | 0.0%Prev: 0.0% | 27 SH | Increased-20 SH |
| Lam Research Corp. | COM | $13K | 0.0% | 63 SH | New |
| Lumentum Holdings Inc | COM | $8.0M | 3.8%Prev: 0.0% | 11,420 SH | Increased+11,345 SH |
| Mastercard Inc. | COM | $11K | 0.0% | 23 SH | New |
| Mercadolibre, Inc. | COM | $10K | 0.0%Prev: 0.0% | 6 SH | Decreased-6 SH |
| Meta Platforms, Inc. (fka Face | COM | $65K | 0.0%Prev: 1.1% | 114 SH | Decreased-6,816 SH |
| Micron Technology Inc. | COM | $15K | 0.0%Prev: 0.0% | 44 SH | Decreased-175 SH |
| Microsoft Corp. | COM | $70K | 0.0%Prev: 0.9% | 190 SH | Decreased-9,022 SH |
| MongoDB, Inc | COM | $5.4M | 2.6%Prev: 4.5% | 21,964 SH | Decreased-74,755 SH |
| Netflix, Inc. | COM | $19K | 0.0%Prev: 0.7% | 202 SH | Decreased-2,515 SH |
| Nu Holdings Ltd. | COM | $12.9M | 6.2%Prev: 6.0% | 899,277 SH | Decreased-1,338,690 SH |
| Nvidia Corp. | COM | $155K | 0.1%Prev: 0.0% | 889 SH | Increased-161 SH |
| Okta, Inc. | COM | $11K | 0.0% | 142 SH | New |
| Oscar Health, Inc. | COM | $29.7M | 14.2%Prev: 10.7% | 2,591,792 SH | Decreased-523,425 SH |
| Palantir Technologies Inc. | COM | $8.7M | 4.2% | 59,765 SH | New |
| Robinhood | COM | $8.3M | 4.0% | 119,527 SH | New |
| Roblox Corp | COM | $7.4M | 3.5% | 130,563 SH | New |
| Samsara Inc. | COM | $10.3M | 4.9% | 324,795 SH | New |
| Shopify Inc. | COM | $29K | 0.0% | 241 SH | New |
| Snowflake, Inc. | COM | $6.3M | 3.0%Prev: 4.6% | 41,652 SH | Decreased-77,996 SH |
| Taiwan Semiconductor | COM | $21.1M | 10.1%Prev: 4.8% | 62,474 SH | Increased-48,269 SH |
| Tesla Inc. | COM | $41K | 0.0% | 111 SH | New |
| Toast, Inc. | COM | $11.4M | 5.5%Prev: 4.5% | 430,893 SH | Decreased-88,002 SH |
| TTM Technologies | COM | $13K | 0.0% | 135 SH | New |
| Twilio Inc. | COM | $13K | 0.0% | 102 SH | New |
| Uber Technologies, Inc | COM | $12K | 0.0% | 161 SH | New |
| Vertiv Holding | COM | $17.9M | 8.5%Prev: 4.1% | 71,236 SH | Increased-145,787 SH |
| Visa Inc. | COM | $12K | 0.0%Prev: 1.1% | 39 SH | Decreased-11,581 SH |
| 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 |