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CIK 0001796409 • 7 13F filings • May 15, 2025 – Aug 11, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADOBE INC | COM | $107.8M | 5.1%Prev: 5.1% | 308,002 SH | Increased+11,637 SH |
| AEROVIRONMENT INC | COM | $174.7M | 8.2%Prev: 7.4% | 722,150 SH | Increased+235,685 SH |
| AMAZON COM INC | COM | $3.8M | 0.2%Prev: 0.2% | 16,620 SH | Increased+120 SH |
| AMERICAN EXPRESS CO | COM | $128.1M | 6.0%Prev: 7.0% | 346,135 SH | Decreased-85,605 SH |
| AMERICAN TOWER CORP NEW | COM | $204.1M | 9.6%Prev: 9.5% | 1,162,440 SH | Increased+146,075 SH |
| ANTERIX INC | COM | $37.5M | 1.8%Prev: 1.8% | 1,716,738 SH | Increased |
| APOLLO GLOBAL MGMT INC | COM | $218.9M | 10.3%Prev: 9.4% | 1,512,015 SH | Increased+53,320 SH |
| ARES MANAGEMENT CORPORATION | CL A COM STK | $1.8M | 0.1%Prev: 0.1% | 11,150 SH | Increased |
| BLACKSTONE INC | COM | $177.7M | 8.3%Prev: 9.0% | 1,153,040 SH | Decreased+67,610 SH |
| CHARTER COMMUNICATIONS INC N | CL A | $543K | 0.0%Prev: 0.0% | 2,602 SH | Decreased+320 SH |
| ELBIT SYS LTD | ORD | $103.2M | 4.8%Prev: 5.3% | 178,571 SH | Decreased-37,269 SH |
| EQUINIX INC | COM | $3.9M | 0.2%Prev: 0.2% | 5,105 SH | Increased+452 SH |
| FAIR ISAAC CORP | COM | $250.9M | 11.8%Prev: 10.9% | 148,398 SH | Increased-1,132 SH |
| IAC INC | COM NEW | $999K | 0.0%Prev: 0.0% | 25,557 SH | Increased+4,250 SH |
| LAM RESEARCH CORP | COM NEW | $221.3M | 10.4%Prev: 10.3% | 1,292,655 SH | Increased-292,585 SH |
| MOELIS & CO | CL A | $67.5M | 3.2%Prev: 2.6% | 981,510 SH | Increased+224,970 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $160.5M | 7.5%Prev: 9.1% | 903,109 SH | Decreased-129,809 SH |
| PROLOGIS INC. | COM | $1.1M | 0.1%Prev: 0.0% | 8,600 SH | Increased |
| QUALCOMM INC | COM | $3.1M | 0.1%Prev: 0.1% | 18,250 SH | Increased+3,770 SH |
| TELESAT CORP | CL A & CL B SHS | $35.7M | 1.7%Prev: 1.9% | 1,227,343 SH | Decreased-244,992 SH |
| TRANSDIGM GROUP INC | COM | $226.9M | 10.7%Prev: 10.0% | 170,629 SH | Increased+13,906 SH |
| 13F-HR |
| 0001172661-26-003256 |
| $2.34B |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001172661-25-003442 | $1.91B | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001172661-26-002072 | $1.93B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001980 | $1.68B | View |