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CIK 0002026745 • 3 13F filings • Feb 17, 2026 – Aug 12, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $4.8M | 0.9%Prev: 0.6% | 38,128 SH | Increased+1 SH |
| ABBVIE INC | COM | $8.0M | 1.5%Prev: 1.4% | 35,000 SH | Decreased |
| ALPHABET INC | CAP STK CL C | $15.7M | 3.0%Prev: 4.3% | 50,000 SH | Decreased-25,000 SH |
| AMAZON COM INC | COM | $35.8M | 6.8%Prev: 6.0% | 155,000 SH | Decreased |
| APPLOVIN CORP | COM CL A | $33.7M | 6.4%Prev: 3.3% | 50,000 SH | Increased+10,000 SH |
| BOEING CO | CALL | $751K | 0.1% | 126,800 SH | New |
| CARNIVAL PLC | ADS | $36.6M | 7.0%Prev: 5.1% | 1,200,000 SH | Increased+100,000 SH |
| CERIBELL INC | COM | $21.9M | 4.2%Prev: 3.5% | 1,000,000 SH | Increased-125,000 SH |
| CORTEVA INC | COM | $868K | 0.2%Prev: 0.2% | 12,950 SH | Decreased |
| COSTCO WHSL CORP NEW | COM | $15.9M | 3.0%Prev: 2.8% | 18,479 SH | Decreased+1 SH |
| DRAFTKINGS INC NEW | COM CL A | $24.1M | 4.6%Prev: 2.0% | 700,000 SH | Increased+200,000 SH |
| ELI LILLY & CO | COM | $43.0M | 8.2%Prev: 7.8% | 40,000 SH | Decreased |
| ENERGY TRANSFER L P | COM UT LTD PTN | $9.9M | 1.9%Prev: 2.6% | 600,000 SH | Decreased-240,000 SH |
| GEO GROUP INC NEW | CALL | $1.5M | 0.3%Prev: 0.1% | 1,050,200 SH | Increased+750,200 SH |
| GEO GROUP INC NEW | COM | $23.5M | 4.5%Prev: 7.2% | 1,460,000 SH | Decreased-40,000 SH |
| IRHYTHM TECHNOLOGIES INC | COM | $6.6M | 1.3% | 37,000 SH | New |
| ISHARES TR | RUSSELL 2000 ETF | $2.5M | 0.5%Prev: 1.0% | 10,300 SH | Decreased-9,800 SH |
| MCDONALDS CORP | COM | $6.8M | 1.3%Prev: 1.0% | 22,329 SH | Increased |
| META PLATFORMS INC | CL A | $26.4M | 5.0%Prev: 3.6% | 40,000 SH | Increased |
| MICRON TECHNOLOGY INC | COM | $25.7M | 4.9%Prev: 11.2% | 90,000 SH | Decreased+30,000 SH |
| MICROSOFT CORP | COM | $22.7M | 4.3%Prev: 2.8% | 47,000 SH | Increased |
| NVIDIA CORPORATION | COM | $56.0M | 10.7%Prev: 9.7% | 300,000 SH | Decreased |
| PURE STORAGE INC | CL A | $1.1M | 0.2% | 16,737 SH | New |
| SANDISK CORP | CALL | $3.1M | 0.6% | 422,400 SH | New |
| SANDISK CORP | COM | $57.4M | 11.0%Prev: 12.9% | 241,701 SH | Decreased+206,701 SH |
| SELECT SECTOR SPDR TR | CALL | $1.4M | 0.3% | 600,000 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET UTI | $8.5M | 1.6%Prev: 1.1% | 200,000 SH | Increased+50,000 SH |
| TESLA INC | CALL | $17.1M | 3.3% | 130,000 SH | New |
| UNION PAC CORP | COM | $10.2M | 1.9%Prev: 1.9% | 43,923 SH | Decreased |
| WESTERN DIGITAL CORP | CALL | $1.5M | 0.3% | 170,000 SH | New |
| 13F-HR |
| 0002026745-26-000004 |
| $621.7M |
| View |