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CIK 0001911448 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $21.2M | 1.0% | 98,900 SH | New |
| ALPHABET INC | CAP STK CL C | $97.0M | 4.7%Prev: 2.7% | 309,200 SH | Increased+80,700 SH |
| AMAZON COM INC | COM | $138.9M | 6.7%Prev: 8.4% | 601,652 SH | Decreased-189,200 SH |
| AMERICAN EAGLE OUTFITTERS IN | COM | $8.0M | 0.4%Prev: 0.7% | 303,300 SH | Decreased-551,066 SH |
| APPLOVIN CORP | COM CL A | $60.1M | 2.9%Prev: 4.5% | 89,206 SH | Decreased-38,900 SH |
| ARGAN INC | COM | $36.7M | 1.8% | 117,000 SH | New |
| BLUE OWL CAPITAL INC | COM CL A | $12.1M | 0.6%Prev: 2.3% | 810,548 SH | Decreased-1,960,000 SH |
| BROADCOM INC | COM | $97.3M | 4.7%Prev: 2.1% | 281,000 SH | Increased+149,089 SH |
| CARPENTER TECHNOLOGY CORP | COM | $81.2M | 3.9%Prev: 4.6% | 257,800 SH | Decreased-128,700 SH |
| CARVANA CO | CL A | $63.4M | 3.1%Prev: 4.1% | 150,199 SH | Decreased-74,960 SH |
| COREWEAVE INC | COM CL A | $15.7M | 0.8% | 218,700 SH | New |
| COUPANG INC | CL A | $30.5M | 1.5%Prev: 1.1% | 1,291,200 SH | Increased+556,900 SH |
| DISNEY WALT CO | COM | $83.7M | 4.1%Prev: 3.2% | 735,973 SH | Increased+152,400 SH |
| DOORDASH INC | CL A | $47.6M | 2.3%Prev: 3.9% | 210,386 SH | Decreased-83,320 SH |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | $54.8M | 2.7%Prev: 3.8% | 246,000 SH | Decreased-103,000 SH |
| GE VERNOVA INC | COM | $5.9M | 0.3%Prev: 0.5% | 8,965 SH | Decreased-9,200 SH |
| INTUIT | COM | $11.6M | 0.6%Prev: 2.5% | 17,559 SH | Decreased-58,340 SH |
| JAMES HARDIE INDS PLC | ORD SHS | $26.4M | 1.3% | 1,270,000 SH | New |
| JFROG LTD | ORD SHS | $30.6M | 1.5%Prev: 1.0% | 490,427 SH | Increased+43,427 SH |
| LOUISIANA PAC CORP | COM | $36.2M | 1.8%Prev: 3.7% | 447,795 SH | Decreased-403,000 SH |
| META PLATFORMS INC | CL A | $17.7M | 0.9%Prev: 3.3% | 26,830 SH | Decreased-65,270 SH |
| MICROSOFT CORP | COM | $106.7M | 5.2%Prev: 4.3% | 220,681 SH | Increased+49,000 SH |
| MONGODB INC | CL A | $54.8M | 2.7%Prev: 2.9% | 130,567 SH | Decreased-65,202 SH |
| NATERA INC | COM | $62.6M | 3.0% | 273,300 SH | New |
| NCINO INC | COM | $24.3M | 1.2%Prev: 0.9% | 949,000 SH | Increased+250,000 SH |
| NETFLIX INC | COM | $18.3M | 0.9%Prev: 0.5% | 195,250 SH | Increased+186,050 SH |
| NU HLDGS LTD | ORD SHS CL A | $38.8M | 1.9%Prev: 1.8% | 2,317,528 SH | Increased |
| NVIDIA CORPORATION | COM | $164.9M | 8.0%Prev: 6.9% | 883,925 SH | Increased+118,593 SH |
| ORACLE CORP | COM | $3.7M | 0.2%Prev: 1.6% | 19,200 SH | Decreased-99,200 SH |
| PENNYMAC FINL SVCS INC NEW | COM | $16.6M | 0.8%Prev: 0.5% | 125,900 SH | Increased+37,900 SH |
| REDDIT INC | CL A | $36.0M | 1.7%Prev: 2.3% | 156,560 SH | Decreased-52,540 SH |
| SEA LTD | SPONSORD ADS | $120.1M | 5.8%Prev: 5.3% | 941,056 SH | Increased+329,200 SH |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $26.2M | 1.3%Prev: 1.1% | 95,200 SH | Increased-5,100 SH |
| SHERWIN WILLIAMS CO | COM | $5.4M | 0.3%Prev: 0.8% | 16,633 SH | Decreased-31,600 SH |
| SHOPIFY INC | CL A SUB VTG SHS | $18.3M | 0.9%Prev: 0.3% | 113,626 SH | Increased+76,000 SH |
| SITEONE LANDSCAPE SUPPLY INC | COM | $39.9M | 1.9%Prev: 1.0% | 319,975 SH | Increased+162,475 SH |
| SNOWFLAKE INC | COM SHS | $10.9M | 0.5% | 49,800 SH | New |
| SOLSTICE ADVANCED MATLS INC | COM SHS | $59.4M | 2.9% | 1,222,400 SH | New |
| SOMNIGROUP INTERNATIONAL INC | COM | $22.3M | 1.1%Prev: 0.5% | 249,949 SH | Increased+116,600 SH |
| SPOTIFY TECHNOLOGY S A | SHS | $53.1M | 2.6%Prev: 3.3% | 91,500 SH | Decreased-7,000 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $106.6M | 5.2%Prev: 4.9% | 350,934 SH | Increased-11,920 SH |
| TESLA INC | COM | $5.7M | 0.3%Prev: 0.4% | 12,648 SH | Decreased-4,800 SH |
| WOODWARD INC | COM | $79.7M | 3.9%Prev: 2.7% | 263,598 SH | Increased+39,798 SH |
| ZOOMINFO TECHNOLOGIES INC | COMMON STOCK | $10.6M | 0.5%Prev: 0.7% | 1,046,480 SH | Decreased-272,000 SH |
| 13F-HR |
| 0001172661-26-003816 |
| $4.19B |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001172661-25-003493 | $1.39B | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001172661-26-002338 | $1.79B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001172661-25-002350 | $1.39B | View |