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CIK 0001792397 • 4 13F filings • Apr 9, 2025 – Jan 15, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $8.9M | 3.7% | 43,941 SH | New |
| AMAZON COM INC | COM | $519K | 0.2% | 2,492 SH | New |
| ANALOG DEVICES INC | COM | $4.7M | 2.0% | 14,925 SH | New |
| APPLE INC | COM | $1.6M | 0.7%Prev: 1.2% | 6,303 SH | Decreased-1,755 SH |
| APPLIED MATLS INC | COM | $7.9M | 3.3% | 23,098 SH | New |
| ARGAN INC | COM | $5.1M | 2.1% | 9,326 SH | New |
| ARM HOLDINGS PLC | SPONSORED ADS | $6.8M | 2.8% | 45,029 SH | New |
| ASML HLDG NV | N Y REGISTRY SHS | $9.5M | 4.0% | 7,205 SH | New |
| BARRICK MNG CORP | COM SHS | $8.3M | 3.5% | 204,395 SH | New |
| BROADCOM INC | COM | $6.8M | 2.8% | 21,974 SH | New |
| CAMECO CORP | COM | $10.4M | 4.3% | 95,660 SH | New |
| CHENIERE ENERGY INC | COM NEW | $7.6M | 3.2% | 26,650 SH | New |
| COREWEAVE INC | COM CL A | $3.4M | 1.4% | 43,701 SH | New |
| COSTCO WHOLESALE CORPORATION | COM | $560K | 0.2% | 562 SH | New |
| DELL TECHNOLOGIES INC | CL C | $8.1M | 3.4% | 49,088 SH | New |
| DEVON ENERGY CORP NEW | COM | $4.5M | 1.9% | 89,457 SH | New |
| DIREXION SHARES ETF TRUST | DAILY FINANCIAL | $5.0M | 2.1% | 97,997 SH | New |
| EATON CORP PLC | SHS | $264K | 0.1% | 737 SH | New |
| ENERFLEX LTD | COM | $203K | 0.1% | 9,697 SH | New |
| GE AEROSPACE | COM NEW | $7.5M | 3.1% | 26,308 SH | New |
| GE VERNOVA INC | COM | $9.1M | 3.8% | 10,443 SH | New |
| HALLIBURTON CO | COM | $9.8M | 4.1% | 250,876 SH | New |
| ICECURE MEDICAL LTD CAESAREA | SHS NEW | $6K | 0.0% | 20,000 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $423K | 0.2% | 732 SH | New |
| INVESTMENT MANAGERS SER TR I | TRADR 1X SHORT | $2.4M | 1.0% | 70,992 SH | New |
| ISHARES INC | MSCI STH KOR ETF | $8.2M | 3.4% | 66,275 SH | New |
| MICRON TECHNOLOGY INC | COM | $5.8M | 2.4% | 17,187 SH | New |
| MP MATERIALS CORP | COM CL A | $3.3M | 1.4% | 69,126 SH | New |
| NEBIUS GROUP N.V. | SHS CLASS A | $4.2M | 1.8% | 40,428 SH | New |
| NOVO-NORDISK A S | ADR | $2.5M | 1.1% | 69,211 SH | New |
| NVIDIA CORPORATION | COM | $11.1M | 4.6%Prev: 8.1% | 63,612 SH | Decreased-52,243 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $9.6M | 4.0%Prev: 7.6% | 65,808 SH | Decreased-73,654 SH |
| PROSHARES TR | SHORT QQQ | $4.6M | 1.9% | 144,169 SH | New |
| QUANTA SVCS INC | COM | $8.0M | 3.3% | 14,513 SH | New |
| SANDISK CORP | COM | $8.8M | 3.7% | 13,801 SH | New |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $4.1M | 1.7% | 10,525 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $220K | 0.1% | 1,658 SH | New |
| SOLARIS ENERGY INFRAS INC | COM CL A | $3.4M | 1.4% | 60,308 SH | New |
| SOUTHERN CO | COM | $437K | 0.2% | 4,527 SH | New |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $12.0M | 5.0% | 35,528 SH | New |
| TARGA RES CORP | COM | $4.9M | 2.0% | 19,372 SH | New |
| TECHNIPFMC PLC | COM | $5.6M | 2.3% | 81,033 SH | New |
| TETRA TECHNOLOGIES INC DEL | COM | $103K | 0.0% | 12,108 SH | New |
| TOWER SEMICONDUCTOR LTD | SHS NEW | $4.6M | 1.9% | 26,219 SH | New |
| VENTURE GLOBAL INC | COM CL A | $2.8M | 1.2% | 180,054 SH | New |
| VISTRA CORP | COM | $5.6M | 2.3% | 36,997 SH | New |
| 13F-HR |
| 0001941040-25-000557 |
| $271.4M |
| View |
| Jul 21, 2026 | Q2 2026 | 13F-HR | 0001941040-26-000436 | $370.3M | View |
| Jul 24, 2025 | Q2 2025 | 13F-HR | 0001941040-25-000353 | $239.2M | View |
| Apr 22, 2026 | Q1 2026 | 13F-HR | 0001941040-26-000249 | $239.2M | View |
| Apr 9, 2025 | Q1 2025 | 13F-HR | 0001941040-25-000193 | $155.4M | View |