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CIK 0001844830 • 8 13F filings • May 15, 2025 – Oct 6, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | $4K | 3.0%Prev: 6.4% | 13,449 SH | Decreased-8,017 SH |
| AMAZON COM INC | COM | $12K | 8.9%Prev: 5.4% | 53,513 SH | Increased+28,719 SH |
| MERCADOLIBRE INC | COM | $24K | 17.2%Prev: 17.9% | 11,809 SH | Increased |
| MICROSOFT CORP | COM | $4K | 3.1%Prev: 9.0% | 8,907 SH | Decreased-11,020 SH |
| PINTEREST INC | CL A | $13K | 9.3% | 496,866 SH | New |
| SCHWAB CHARLES CORP | COM | $11K | 8.1%Prev: 2.8% | 111,818 SH | Increased+78,924 SH |
| SEA LTD SPONSORD ADS | SPONSORD ADS | $10K | 7.4%Prev: 5.9% | 80,125 SH | Increased+11,292 SH |
| SERVICENOW INC | COM | $8K | 6.1%Prev: 14.6% | 54,860 SH | Decreased-69,478 SH |
| TRADEWEB MKTS INC | CL A | $12K | 8.4%Prev: 3.5% | 108,875 SH | Increased+69,855 SH |
| VISA INC | COM CL A | $5K | 3.3%Prev: 6.2% | 13,118 SH | Decreased-6,673 SH |
| WIX COM LTD | SHS | $11K | 8.2% | 109,830 SH | New |
| WORKDAY INC | CL A | $11K | 7.6%Prev: 7.3% | 48,940 SH | Increased+5,167 SH |
| WORKIVA INC | COM CL A | $13K | 9.5%Prev: 11.7% | 151,993 SH | Decreased-47,783 SH |
| 13F-HR/A |
| 0001844830-25-000006 |
| $164K |
| View |
| Jul 22, 2026 | Q2 2026 | 13F-HR | 0001844830-26-000003 | $90K | View |
| Aug 5, 2025 | Q2 2025 | 13F-HR | 0001844830-25-000003 | $164K | View |
| Apr 9, 2026 | Q1 2026 | 13F-HR | 0001844830-26-000002 | $148K | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001844830-25-000002 | $150K | View |