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CIK 0001305473 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES | COM | $3.6M | 0.3% | 16,585 SH | New |
| ALPHABET INC | CAP STK CL A | $88.8M | 6.6%Prev: 1.3% | 283,760 SH | Increased+196,860 SH |
| AMAZON COM INC | COM | $81.6M | 6.1%Prev: 4.9% | 353,670 SH | Increased-5,030 SH |
| APPFOLIO INC | COM CL A | $10.4M | 0.8%Prev: 2.6% | 44,550 SH | Decreased-108,050 SH |
| APPLE INC | COM | $14.4M | 1.1% | 52,940 SH | New |
| APPLOVIN CORP | COM CL A | $8.3M | 0.6%Prev: 0.7% | 12,260 SH | Decreased-4,640 SH |
| BROADCOM INC | COM | $20.8M | 1.6%Prev: 1.1% | 60,010 SH | Increased+7,300 SH |
| CELESTICA | COM | $3.2M | 0.2% | 10,815 SH | New |
| CONSTELLATION ENERGY CORP | COM | $4.5M | 0.3% | 12,875 SH | New |
| HINGE HEALTH INC | CL A | $435.5M | 32.6%Prev: 33.4% | 9,375,164 SH | Decreased-1,654,440 SH |
| INTEL CORP | COM | $3.9M | 0.3% | 104,545 SH | New |
| KYVERNA THERAPEUTICS INC | COM | $9.3M | 0.7%Prev: 0.4% | 989,054 SH | Increased |
| META PLATFORMS INC | CL A | $36.8M | 2.7%Prev: 3.9% | 55,695 SH | Decreased-29,245 SH |
| MICROSOFT CORP | COM | $88.4M | 6.6%Prev: 7.0% | 182,705 SH | Decreased-34,725 SH |
| MONGODB INC | CL A | $8.6M | 0.6%Prev: 0.9% | 20,390 SH | Decreased-26,010 SH |
| NETSKOPE | CL A | $3.1M | 0.2%Prev: 0.2% | 175,000 SH | Decreased |
| NVIDIA CORPORATION | COM | $102.5M | 7.7%Prev: 5.4% | 549,640 SH | Increased+83,440 SH |
| PALO ALTO NETWORKS | COM | $9.5M | 0.7%Prev: 0.3% | 51,705 SH | Increased+25,705 SH |
| ROBINHOOD MARKETS | COM CL A | $4.7M | 0.4%Prev: 0.4% | 41,715 SH | Decreased+1,215 SH |
| SAMSARA INC | COM CL A | $6.6M | 0.5%Prev: 0.5% | 186,640 SH | Decreased-20,560 SH |
| SHOPIFY INC | CL A SUB VTG SHS | $4.6M | 0.3% | 28,530 SH | New |
| SPOTIFY TECHNOLOGY SA | SHS | $4.4M | 0.3%Prev: 0.3% | 7,520 SH | Decreased+220 SH |
| STUBHUB HLDGS INC | CL A | $46.5M | 3.5%Prev: 3.6% | 3,437,380 SH | Decreased |
| SYNOPSYS INC | COM | $7.1M | 0.5%Prev: 0.4% | 15,170 SH | Increased+2,670 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $68.4M | 5.1%Prev: 3.7% | 225,225 SH | Increased+12,195 SH |
| TESLA INC | COM | $3.7M | 0.3% | 8,140 SH | New |
| THE REAL BROKERAGE INC | COM NEW | $25.4M | 1.9%Prev: 2.0% | 6,968,725 SH | Decreased-654,736 SH |
| UDEMY INC | COM | $222.5M | 16.6%Prev: 16.5% | 38,032,260 SH | Decreased |
| VERTIV HOLDINGS CO | COM | $3.2M | 0.2% | 19,780 SH | New |
| VISA | COM CL A | $7.2M | 0.5%Prev: 0.3% | 20,395 SH | Increased+5,095 SH |
| 13F-HR |
| 0000899140-26-000867 |
| $1.32B |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0000899140-25-000971 | $2.39B | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0000899140-26-000530 | $1.42B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0000899140-25-000665 | $1.29B | View |