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CIK 0001762718 • 6 13F filings • May 14, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ACM RESH INC | COM CL A | $2.6M | 0.6% | 66,000 SH | New |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $5.1M | 1.2%Prev: 1.6% | 40,641 SH | Decreased-720 SH |
| ALPHABET INC | CAP STK CL A | $42.8M | 9.9%Prev: 9.4% | 150,639 SH | Increased-56,643 SH |
| AMAZON COM INC | COM | $46.2M | 10.7%Prev: 10.9% | 223,729 SH | Increased+29,574 SH |
| APPLE INC | COM | $24.1M | 5.6%Prev: 8.3% | 95,599 SH | Decreased-32,145 SH |
| D R HORTON INC | COM | $20.4M | 4.7%Prev: 6.2% | 149,616 SH | Decreased-17,680 SH |
| GENERAL MTRS CO | COM | $38.1M | 8.8% | 514,398 SH | New |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $126K | 0.0% | 3,280 SH | New |
| ISHARES TR | NATIONAL MUN ETF | $10.5M | 2.4%Prev: 2.7% | 98,600 SH | Increased+12,050 SH |
| LENNAR CORP | CL A | $7.6M | 1.8%Prev: 3.3% | 88,429 SH | Decreased-10,658 SH |
| MASTERCARD INCORPORATED | CL A | $565K | 0.1%Prev: 0.2% | 1,130 SH | Decreased |
| MCKESSON CORP | COM | $38.3M | 8.8%Prev: 9.7% | 44,298 SH | Increased-4,605 SH |
| META PLATFORMS INC | CL A | $40.9M | 9.4%Prev: 12.3% | 72,549 SH | Decreased+365 SH |
| MICRON TECHNOLOGY INC | COM | $41.5M | 9.6%Prev: 3.7% | 124,457 SH | Increased-17,875 SH |
| MICROSOFT CORP | COM | $22.9M | 5.3%Prev: 8.2% | 62,327 SH | Decreased-11,423 SH |
| NETFLIX INC. | COM | $7.2M | 1.7% | 76,047 SH | New |
| NVIDIA CORPORATION | COM | $42.3M | 9.8%Prev: 5.3% | 245,631 SH | Increased+81,366 SH |
| SANDISK CORP | COM | $2.6M | 0.6% | 4,100 SH | New |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $37.6M | 8.7% | 113,056 SH | New |
| VISA INC | COM CL A | $2.1M | 0.5%Prev: 0.5% | 6,981 SH | Increased+2,381 SH |
| 13F-HR |
| 0001754960-26-000759 |
| $567.8M |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000597 | $382.8M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000381 | $433.5M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000301 | $339.6M | View |