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CIK 0002036769 • 7 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ACUREN CORP | COM | $1.1M | 0.3%Prev: 1.0% | 105,000 SH | Decreased-125,000 SH |
| ADVANCED MICRO DEVICES INC | COM | $5.4M | 1.5%Prev: 1.3% | 25,000 SH | Increased |
| ALPHABET INC | CAP STK CL A | $14.2M | 3.9%Prev: 4.7% | 45,500 SH | Decreased-15,000 SH |
| AMAZON COM INC | COM | $13.5M | 3.7%Prev: 3.7% | 58,500 SH | Increased+5,000 SH |
| AMPHENOL CORP NEW | CL A | $9.8M | 2.7%Prev: 2.4% | 72,500 SH | Increased+10,000 SH |
| APPLE INC | COM | $15.6M | 4.3%Prev: 4.6% | 57,500 SH | Increased |
| APPLIED MATLS INC | COM | $2.6M | 0.7% | 10,000 SH | New |
| ASML HOLDING N V | N Y REGISTRY SHS | $10.4M | 2.9%Prev: 3.0% | 9,750 SH | Increased |
| ASML HOLDING N V | NY REGISTRY SHS | $1.6M | 0.4% | 1,500 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL A | $4.5M | 1.3%Prev: 1.4% | 6 SH | Increased |
| BLOOM ENERGY CORP | COM CL A | $3.8M | 1.1% | 44,100 SH | New |
| BOEING CO | COM | $5.9M | 1.6%Prev: 1.8% | 27,000 SH | Increased |
| BROADCOM INC | COM | $12.1M | 3.3%Prev: 4.2% | 35,000 SH | Decreased-5,500 SH |
| CADENCE DESIGN SYSTEM INC | COM | $5.9M | 1.6%Prev: 2.1% | 19,000 SH | Decreased |
| CARVANA CO | CL A | $2.7M | 0.8%Prev: 0.8% | 6,500 SH | Increased |
| CLOUDFLARE INC | CL A COM | $5.5M | 1.5%Prev: 1.9% | 27,786 SH | Decreased |
| COHERENT CORP | COM | $3.0M | 0.8% | 16,000 SH | New |
| COSTCO WHSL CORP NEW | COM | $5.6M | 1.5%Prev: 2.1% | 6,500 SH | Decreased-500 SH |
| CRH PLC | ORD | $3.1M | 0.9%Prev: 0.9% | 25,000 SH | Increased |
| CROWDSTRIKE HLDGS INC | CL A | $2.3M | 0.6%Prev: 0.8% | 5,000 SH | Decreased |
| CUMMINS INC | COM | $5.1M | 1.4%Prev: 1.3% | 10,000 SH | Increased |
| DATADOG INC | CL A COM | $2.7M | 0.8%Prev: 0.9% | 20,000 SH | Decreased |
| DISTRIBUTION SOLUTIONS GRP I | COM | $860K | 0.2%Prev: 0.3% | 31,387 SH | Decreased |
| EATON CORP PLC | SHS | $5.9M | 1.6%Prev: 2.1% | 18,500 SH | Decreased+1,000 SH |
| GE AEROSPACE | COM NEW | $5.1M | 1.4%Prev: 1.6% | 16,500 SH | Increased |
| GE VERNOVA INC | COM | $7.9M | 2.2%Prev: 2.4% | 12,125 SH | Increased |
| GITLAB INC | CLASS A COM | $375K | 0.1%Prev: 1.0% | 10,000 SH | Decreased-60,000 SH |
| HEICO CORP NEW | COM | $9.3M | 2.6%Prev: 2.9% | 28,750 SH | Increased |
| INTEL CORP | COM | $4.8M | 1.3%Prev: 1.3% | 130,000 SH | Increased+10,000 SH |
| JPMORGAN CHASE & CO. | COM | $5.3M | 1.5%Prev: 1.7% | 16,527 SH | Increased |
| KLA CORP | COM NEW | $5.5M | 1.5%Prev: 1.5% | 4,500 SH | Increased |
| LUMENTUM HLDGS INC | COM | $7.4M | 2.0% | 20,000 SH | New |
| MASTERCARD INCORPORATED | CL A | $6.6M | 1.8%Prev: 2.1% | 11,500 SH | Increased |
| META PLATFORMS INC | CL A | $9.6M | 2.6%Prev: 1.6% | 14,500 SH | Increased+7,500 SH |
| MICROSOFT CORP | COM | $17.7M | 4.9%Prev: 2.2% | 36,500 SH | Increased+23,000 SH |
| MONOLITHIC PWR SYS INC | COM | $5.0M | 1.4%Prev: 1.3% | 5,500 SH | Increased+1,000 SH |
| MOODYS CORP | COM | $4.6M | 1.3%Prev: 1.4% | 9,000 SH | Increased |
| NVIDIA CORPORATION | COM | $17.3M | 4.8%Prev: 5.5% | 92,500 SH | Decreased |
| OREILLY AUTOMOTIVE INC | COM | $6.2M | 1.7%Prev: 2.3% | 67,500 SH | Decreased |
| PARKER-HANNIFIN CORP | COM | $5.3M | 1.5%Prev: 1.4% | 6,000 SH | Increased |
| QUANTA SVCS INC | COM | $3.8M | 1.0% | 9,000 SH | New |
| S&P GLOBAL INC | COM | $5.2M | 1.4%Prev: 1.5% | 10,000 SH | Increased |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $3.9M | 1.1%Prev: 1.5% | 14,000 SH | Decreased-6,000 SH |
| SERVICENOW INC | COM | $3.3M | 0.9%Prev: 1.2% | 21,250 SH | Decreased+17,000 SH |
| SHERWIN WILLIAMS CO | COM | $7.8M | 2.1%Prev: 2.6% | 24,000 SH | Decreased |
| SYNOPSYS INC | COM | $7.4M | 2.0%Prev: 2.7% | 15,750 SH | Decreased-1,250 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $12.2M | 3.4%Prev: 3.5% | 40,000 SH | Increased |
| TALEN ENERGY CORP | COM | $4.1M | 1.1% | 11,000 SH | New |
| TE CONNECTIVITY PLC | ORD SHS | $5.9M | 1.6% | 26,000 SH | New |
| TERADYNE INC | COM | $4.8M | 1.3% | 25,000 SH | New |
| THERMO FISHER SCIENTIFIC INC | COM | $5.8M | 1.6%Prev: 1.5% | 10,000 SH | Increased |
| TOWER SEMICONDUCTOR LTD | SHS NEW | $7.2M | 2.0%Prev: 1.4% | 61,035 SH | Increased |
| TRANSDIGM GROUP INC | COM | $6.6M | 1.8%Prev: 1.8% | 5,000 SH | Increased+750 SH |
| TTM TECHNOLOGIES INC | COM | $2.8M | 0.8% | 40,000 SH | New |
| UNION PAC CORP | COM | $3.5M | 1.0%Prev: 1.1% | 15,000 SH | Decreased |
| UNITEDHEALTH GROUP INC | COM | $2.6M | 0.7%Prev: 1.3% | 8,000 SH | Decreased-3,500 SH |
| VISA INC | COM CL A | $7.9M | 2.2%Prev: 1.9% | 22,500 SH | Increased+5,000 SH |
| WOODWARD INC | COM | $6.2M | 1.7%Prev: 1.6% | 20,500 SH | Increased |
| 13F-HR |
| 0000929638-26-003045 |
| $531.5M |
| View |
| Aug 18, 2025 | Q2 2025 | 13F-HR/A | 0000929638-25-003077 | $271.7M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0000929638-26-001871 | $409.4M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0000929638-25-001889 | $289.5M | View |