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CIK 0001484043 • 6 13F filings • May 9, 2025 – Aug 11, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| Advanced Micro Devices | COM | $16.4M | 2.9%Prev: 2.1% | 76,396 SH | Increased+1,040 SH |
| Alphabet Inc. Class A | COM | $251K | 0.0% | 802 SH | New |
| Alphabet Inc. Class C | COM | $14.6M | 2.6%Prev: 1.9% | 46,681 SH | Increased+725 SH |
| Amazon.com Inc. | COM | $45.7M | 8.1%Prev: 7.3% | 197,888 SH | Increased+2,632 SH |
| Amphenol Corp. | COM | $7.7M | 1.4%Prev: 1.2% | 56,963 SH | Increased+856 SH |
| Apple Inc. | COM | $2.5M | 0.5%Prev: 0.4% | 9,326 SH | Increased |
| Arista Networks | COM | $13.3M | 2.4%Prev: 2.5% | 101,741 SH | Decreased+1,498 SH |
| Axon Enterprise, Inc. | COM | $4.2M | 0.8%Prev: 0.9% | 7,467 SH | Decreased+174 SH |
| Broadcom Limited | COM | $5.7M | 1.0% | 16,421 SH | New |
| Cadence Design Systems, Inc. | COM | $12.6M | 2.2%Prev: 2.4% | 40,187 SH | Decreased+581 SH |
| Coinbase Global, Inc. | COM | $6.2M | 1.1%Prev: 1.1% | 27,213 SH | Decreased+8,329 SH |
| Credo Technology Group Holding | COM | $7.2M | 1.3% | 50,217 SH | New |
| CrowdStrike Holdings, Inc. | COM | $16.8M | 3.0%Prev: 3.0% | 35,916 SH | Decreased+560 SH |
| DexCom, Inc. | COM | $6.9M | 1.2%Prev: 1.2% | 103,433 SH | Decreased+1,250 SH |
| Eli Lilly & Co. | COM | $9.2M | 1.6%Prev: 1.1% | 8,575 SH | Increased+168 SH |
| Howmet Aerospace Inc. | COM | $7.4M | 1.3% | 36,067 SH | New |
| Insulet Corp | COM | $7.9M | 1.4%Prev: 1.4% | 27,868 SH | Decreased+394 SH |
| Intuit Inc. | COM | $9.9M | 1.8%Prev: 1.7% | 14,932 SH | Decreased+186 SH |
| Intuitive Surgical, Inc. | COM | $22.7M | 4.1%Prev: 3.0% | 40,124 SH | Increased+489 SH |
| iShares Russell 1000 Grth ETF | COM | $676K | 0.1% | 1,429 SH | New |
| iShares Semiconductor Etf | COM | $313K | 0.1% | 1,040 SH | New |
| Johnson Controls, Inc. | COM | $4.6M | 0.8%Prev: 0.7% | 38,139 SH | Increased |
| Mastercard Inc. | COM | $35.0M | 6.2%Prev: 5.9% | 61,325 SH | Increased+773 SH |
| MercadoLibre, Inc. | COM | $15.6M | 2.8%Prev: 3.0% | 7,728 SH | Decreased+116 SH |
| Meta Platforms, Inc. | COM | $36.4M | 6.5%Prev: 6.8% | 55,197 SH | Decreased+659 SH |
| Microsoft Corporation | COM | $40.0M | 7.1%Prev: 7.2% | 82,789 SH | Decreased+1,133 SH |
| Netflix Inc | COM | $19.2M | 3.4%Prev: 4.1% | 205,017 SH | Decreased+184,775 SH |
| NVIDIA Corp | COM | $50.4M | 9.0%Prev: 8.5% | 270,448 SH | Increased+3,492 SH |
| Oracle Corporation | COM | $8.8M | 1.6%Prev: 2.2% | 45,215 SH | Decreased-1,134 SH |
| Palantir Technologies Inc. | COM | $11.3M | 2.0%Prev: 2.0% | 63,462 SH | Decreased+764 SH |
| Palo Alto Networks, Inc. | COM | $12.8M | 2.3%Prev: 2.4% | 69,647 SH | Decreased+890 SH |
| Procter & Gamble Co. | COM | $215K | 0.0%Prev: 0.0% | 1,500 SH | Decreased |
| Robinhood Markets, Inc. | COM | $12.7M | 2.3%Prev: 2.2% | 112,189 SH | Decreased+20,161 SH |
| Schwab Value Advantage Money I | COM | $516K | 0.1%Prev: 0.1% | 516,424 SH | Increased+4,981 SH |
| ServiceNow, Inc. | COM | $31.5M | 5.6%Prev: 6.4% | 205,543 SH | Decreased+164,960 SH |
| Shopify Inc. | COM | $20.6M | 3.7%Prev: 3.2% | 127,716 SH | Increased+2,352 SH |
| Uber Technologies Inc. | COM | $12.3M | 2.2%Prev: 2.5% | 150,094 SH | Decreased+2,221 SH |
| Veeva Systems Inc. | COM | $12.2M | 2.2%Prev: 2.7% | 54,683 SH | Decreased+739 SH |
| VISA Inc. | COM | $18.7M | 3.3%Prev: 3.1% | 53,329 SH | Increased+433 SH |
| 13F-HR |
| 0001104659-26-093794 |
| $550.8M |
| View |
| Aug 12, 2025 | Q2 2025 | 13F-HR | 0001104659-25-076721 | $584.1M | View |
| May 12, 2026 | Q1 2026 | 13F-HR | 0001104659-26-059088 | $481.9M | View |
| May 9, 2025 | Q1 2025 | 13F-HR | 0001104659-25-046665 | $490.7M | View |