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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 | $11.0M | 3.3%Prev: 0.0% | 18,049 SH | Increased+17,947 SH |
| Alphabet Inc. Class A | COM | $158K | 0.0%Prev: 0.0% | 458 SH | Increased+25 SH |
| Amazon.com, Inc. | COM | $101K | 0.0% | 407 SH | New |
| Analog Devices | COM | $22K | 0.0% | 55 SH | New |
| Apple, Inc. | COM | $143K | 0.0% | 429 SH | New |
| Applied Materials, Inc. | COM | $21K | 0.0% | 42 SH | New |
| AppLovin Corporation | COM | $7.2M | 2.1% | 24,694 SH | New |
| Arista Networks | COM | $8.8M | 2.6%Prev: 4.3% | 43,234 SH | Decreased-50,774 SH |
| Bloom Energy Corp. | COM | $9.5M | 2.8% | 34,248 SH | New |
| Broadcom, Inc. | COM | $67K | 0.0% | 191 SH | New |
| Cloudflare, Inc. | COM | $12.2M | 3.7% | 35,115 SH | New |
| Comfort Systems | COM | $31K | 0.0% | 19 SH | New |
| Coreweave, Inc. | COM | $11.6M | 3.5% | 133,275 SH | New |
| CrowdStrike Holdings, Inc | COM | $15.6M | 4.7%Prev: 4.4% | 58,862 SH | Increased+30,530 SH |
| Datadog, Inc. | COM | $10.1M | 3.0%Prev: 4.0% | 36,751 SH | Decreased-52,616 SH |
| Ethos Technologies, Inc | COM | $16.0M | 4.8% | 476,575 SH | New |
| Forgent Power Solutions Inc | COM | $12.9M | 3.9% | 345,268 SH | New |
| GE Vernova, Inc. | COM | $8.1M | 2.4% | 8,513 SH | New |
| Infleqtion, Inc | COM | $58.1M | 17.4% | 4,315,260 SH | New |
| Intel Corp. | COM | $25K | 0.0% | 211 SH | New |
| JFrog | COM | $19K | 0.0% | 193 SH | New |
| Lam Research Corp. | COM | $21K | 0.0% | 64 SH | New |
| Lumentum Holdings, Inc. | COM | $12.1M | 3.6% | 12,449 SH | New |
| Meta Platforms, Inc. (fka Face | COM | $83K | 0.0%Prev: 0.0% | 114 SH | Increased+22 SH |
| Micron Technology, Inc. | COM | $47K | 0.0% | 44 SH | New |
| Microsoft Corp. | COM | $122K | 0.0%Prev: 0.0% | 237 SH | Decreased-54 SH |
| Nvidia Corp. | COM | $193K | 0.1%Prev: 0.1% | 847 SH | Increased-111 SH |
| Oscar Health, Inc. | COM | $42.6M | 12.8%Prev: 17.1% | 1,380,836 SH | Decreased-1,475,189 SH |
| Palantir Technologies Inc. | COM | $15.3M | 4.6% | 81,826 SH | New |
| Robinhood Markets, Inc. | COM | $13.0M | 3.9% | 115,256 SH | New |
| Sandisk Corp. | COM | $10.9M | 3.3% | 6,291 SH | New |
| Shopify, Inc. | COM | $25K | 0.0% | 170 SH | New |
| SK Hynix Inc. | COM | $13K | 0.0% | 69 SH | New |
| Snowflake, Inc. | COM | $29K | 0.0%Prev: 6.3% | 86 SH | Decreased-88,873 SH |
| Space Exploration Technologies | COM | $8.7M | 2.6% | 57,600 SH | New |
| Taiwan Semiconductor | COM | $19.2M | 5.8%Prev: 7.6% | 42,124 SH | Decreased-44,577 SH |
| Tesla, Inc. | COM | $39K | 0.0% | 111 SH | New |
| Toast, Inc. | COM | $7.2M | 2.2%Prev: 4.2% | 248,515 SH | Decreased-118,806 SH |
| Twilio Inc. | COM | $11.5M | 3.5% | 39,451 SH | New |
| Vertiv Holding | COM | $11.2M | 3.3%Prev: 6.7% | 46,362 SH | Decreased-93,589 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 |