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CIK 0001632108 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $807K | 0.5% | 5,508 SH | New |
| ALPHABET INC | CAP STK CL A | $471K | 0.3%Prev: 0.2% | 1,505 SH | Increased |
| ALPHABET INC | CAP STK CL C | $14.5M | 8.4%Prev: 6.1% | 46,075 SH | Increased+2,035 SH |
| ARM HOLDINGS PLC | SPONSORED ADS | $3.1M | 1.8%Prev: 3.1% | 28,435 SH | Decreased-10,235 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.9M | 1.1%Prev: 1.1% | 3,870 SH | Decreased-90 SH |
| DIGIMARC CORP NEW | COM | $4.6M | 2.6%Prev: 4.2% | 694,445 SH | Decreased-66,900 SH |
| GUARDANT HEALTH INC | COM | $3.2M | 1.9% | 31,505 SH | New |
| GXO LOGISTICS INCORPORATED | COMMON STOCK | $7.8M | 4.5%Prev: 4.5% | 149,095 SH | Decreased+165 SH |
| HEICO CORP NEW | COM | $2.0M | 1.2%Prev: 1.1% | 6,265 SH | Increased+55 SH |
| MASTERCARD INCORPORATED | CL A | $3.3M | 1.9%Prev: 1.9% | 5,804 SH | Increased |
| MICROSOFT CORP | COM | $544K | 0.3%Prev: 0.3% | 1,125 SH | Decreased |
| NATERA INC | COM | $18.2M | 10.5%Prev: 7.7% | 79,350 SH | Increased-4,990 SH |
| PTC INC | COM | $8.8M | 5.1%Prev: 5.9% | 50,510 SH | Decreased-635 SH |
| RENAISSANCERE HLDGS LTD | COM | $7.4M | 4.3%Prev: 3.8% | 26,215 SH | Increased-575 SH |
| RIVIAN AUTOMOTIVE INC | COM CL A | $87K | 0.1%Prev: 0.0% | 4,400 SH | Increased |
| SPDR GOLD TR | GOLD SHS | $258K | 0.1%Prev: 0.1% | 650 SH | Increased |
| STEREOTAXIS INC | COM NEW | $11.2M | 6.5%Prev: 8.3% | 4,861,200 SH | Decreased+153,800 SH |
| SYNOPSYS INC | COM | $4.1M | 2.4% | 8,752 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $9.6M | 5.6%Prev: 5.3% | 31,630 SH | Increased-1,625 SH |
| TEXAS PACIFIC LAND CORPORATI | COM | $29.9M | 17.3%Prev: 18.0% | 104,221 SH | Decreased+70,129 SH |
| TRANSMEDICS GROUP INC | COM | $12.7M | 7.4%Prev: 6.9% | 104,800 SH | Increased-3,260 SH |
| TRUPANION INC | COM | $9.3M | 5.4%Prev: 6.4% | 249,275 SH | Decreased-10,840 SH |
| UBIQUITI INC | COM | $6.5M | 3.8%Prev: 5.1% | 11,820 SH | Decreased-1,795 SH |
| VOLITIONRX LTD | COM | $2.9M | 1.7%Prev: 4.8% | 11,463,603 SH | Decreased-1,023,397 SH |
| XPO INC | COM | $9.3M | 5.4%Prev: 5.3% | 68,665 SH | Increased-3,285 SH |
| 13F-HR |
| 0001493152-26-038315 |
| $181.9M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001641172-25-024034 | $176.5M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001493152-26-023723 | $162.2M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001641172-25-010858 | $157.0M | View |