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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 | $7K | 6.4%Prev: 8.5% | 21,466 SH | Decreased-35,977 SH |
| AMAZON COM INC | COM | $6K | 5.4%Prev: 9.2% | 24,794 SH | Decreased-43,830 SH |
| MERCADOLIBRE INC | COM | $20K | 17.9%Prev: 16.9% | 11,809 SH | Decreased |
| MICROSOFT CORP | COM | $10K | 9.0%Prev: 3.0% | 19,927 SH | Increased+10,455 SH |
| SCHWAB CHARLES CORP | COM | $3K | 2.8%Prev: 9.1% | 32,894 SH | Decreased-123,573 SH |
| SEA LTD SPONSORD ADS | SPONSORD ADS | $7K | 5.9%Prev: 8.8% | 68,833 SH | Decreased-11,292 SH |
| SERVICENOW INC | COM | $17K | 14.6%Prev: 6.2% | 124,338 SH | Increased+113,366 SH |
| TRADEWEB MKTS INC | CL A | $4K | 3.5%Prev: 5.5% | 39,020 SH | Decreased-41,860 SH |
| VEEVA SYS INC | CL A COM | $11K | 9.4% | 37,377 SH | New |
| VISA INC | COM CL A | $7K | 6.2%Prev: 2.7% | 19,791 SH | Increased+6,673 SH |
| WORKDAY INC | CL A | $8K | 7.3% | 43,773 SH | New |
| WORKIVA INC | COM CL A | $13K | 11.7% | 199,776 SH | New |
| 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 |