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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 | $25.3M | 6.8%Prev: 0.6% | 43,600 SH | Increased+32,874 SH |
| ALPHABET INC | CAP STK CL A | $420K | 0.1% | 1,174 SH | New |
| AMAZON COM INC | COM | $1.2M | 0.3%Prev: 0.9% | 5,173 SH | Decreased-4,526 SH |
| ANALOG DEVICES INC | COM | $6.3M | 1.7% | 15,899 SH | New |
| APPLE INC | COM | $2.7M | 0.7%Prev: 0.4% | 9,345 SH | Increased+4,852 SH |
| APPLIED MATLS INC | COM | $17.8M | 4.8% | 24,570 SH | New |
| ARGAN INC | COM | $7.5M | 2.0% | 9,353 SH | New |
| ARISTA NETWORKS INC | COM SHS | $10.2M | 2.8%Prev: 1.4% | 60,174 SH | Increased+28,116 SH |
| ARM HOLDINGS PLC | SPONSORED ADS | $8.2M | 2.2% | 23,028 SH | New |
| ASML HLDG NV | N Y REGISTRY SHS | $14.5M | 3.9% | 7,289 SH | New |
| BAKER HUGHES COMPANY | CL A | $2.9M | 0.8% | 52,294 SH | New |
| BROADCOM INC | COM | $8.7M | 2.4%Prev: 2.2% | 23,153 SH | Increased+4,083 SH |
| CELESTICA INC | COM | $4.8M | 1.3%Prev: 1.3% | 13,122 SH | Increased-6,843 SH |
| CHENIERE ENERGY INC | COM NEW | $6.3M | 1.7% | 26,463 SH | New |
| CIENA CORP | COM NEW | $4.2M | 1.1% | 8,518 SH | New |
| COREWEAVE INC | COM CL A | $4.9M | 1.3% | 48,900 SH | New |
| COSTCO WHOLESALE CORPORATION | COM | $557K | 0.2% | 595 SH | New |
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | $248K | 0.1% | 913 SH | New |
| DELL TECHNOLOGIES INC | CL C | $21.3M | 5.8% | 49,401 SH | New |
| DEVON ENERGY CORP NEW | COM | $3.7M | 1.0% | 88,935 SH | New |
| EATON CORP PLC | SHS | $311K | 0.1%Prev: 0.1% | 730 SH | Increased |
| ELI LILLY & CO | COM | $11.8M | 3.2%Prev: 0.9% | 9,821 SH | Increased+7,118 SH |
| ENERFLEX LTD | COM | $239K | 0.1% | 9,742 SH | New |
| GE AEROSPACE | COM NEW | $9.8M | 2.6% | 26,243 SH | New |
| GE VERNOVA INC | COM | $12.2M | 3.3% | 10,396 SH | New |
| HALLIBURTON CO | COM | $8.4M | 2.3% | 248,016 SH | New |
| ICECURE MED LTD | ORD SHS NEW | $3K | 0.0% | 20,000 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $1.1M | 0.3% | 1,534 SH | New |
| ISHARES INC | MSCI STH KOR ETF | $15.9M | 4.3% | 78,577 SH | New |
| JPMORGAN CHASE & CO | COM | $220K | 0.1% | 673 SH | New |
| KLA CORP | COM NEW | $13.1M | 3.5% | 43,460 SH | New |
| MARVELL TECHNOLOGY INC | COM | $17.6M | 4.8% | 59,049 SH | New |
| MICRON TECHNOLOGY INC | COM | $20.8M | 5.6% | 17,982 SH | New |
| MP MATERIALS CORP | COM CL A | $3.9M | 1.0% | 69,127 SH | New |
| MYR GROUP INC | COM | $287K | 0.1% | 573 SH | New |
| NEBIUS GROUP N.V. | SHS CLASS A | $11.6M | 3.1% | 41,831 SH | New |
| NOVO-NORDISK A S | ADR | $3.3M | 0.9% | 68,179 SH | New |
| NVIDIA CORPORATION | COM | $13.9M | 3.8%Prev: 8.9% | 69,679 SH | Decreased-65,151 SH |
| QUANTA SVCS INC | COM | $10.4M | 2.8% | 14,459 SH | New |
| SANDISK CORP | COM | $8.8M | 2.4% | 3,885 SH | New |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $12.1M | 3.3% | 12,518 SH | New |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | $354K | 0.1% | 1,858 SH | New |
| SOLARIS ENERGY INFRAS INC | COM CL A | $4.8M | 1.3% | 60,248 SH | New |
| SOUTHERN CO | COM | $328K | 0.1% | 3,424 SH | New |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $17.3M | 4.7% | 36,159 SH | New |
| TARGA RES CORP | COM | $5.1M | 1.4% | 19,135 SH | New |
| TECHNIPFMC PLC | COM | $5.4M | 1.5% | 81,152 SH | New |
| TESLA INC | COM | $360K | 0.1% | 855 SH | New |
| TETRA TECHNOLOGIES INC DEL | COM | $137K | 0.0% | 12,079 SH | New |
| TOWER SEMICONDUCTOR LTD | SHS NEW | $6.8M | 1.8% | 26,270 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $252K | 0.1% | 680 SH | New |
| VENTURE GLOBAL INC | COM CL A | $2.0M | 0.5% | 178,383 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 |