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CIK 0002007877 • 6 13F filings • Apr 29, 2025 – Jul 30, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $5.5M | 4.9%Prev: 2.1% | 19,000 SH | Increased |
| ALPHABET INC | CAP STK CL C | $2.3M | 2.1%Prev: 1.9% | 8,000 SH | Decreased-9,200 SH |
| AMAZON COM INC | COM | $1.7M | 1.5% | 8,000 SH | New |
| AMERICAN EXPRESS CO | COM | $9.1M | 8.1%Prev: 6.2% | 30,000 SH | Increased-2,000 SH |
| BBB FOODS INC | CL A COM | $1.2M | 1.1% | 35,000 SH | New |
| BLACK STONE MINERALS L P | COM UNIT | $151K | 0.1%Prev: 0.1% | 10,000 SH | Decreased |
| CABLE ONE INC | NOTE 1.125% 3/1 | $75K | 0.1% | 100,000 PRN | New |
| CAPITAL ONE FINL CORP | COM | $12.8M | 11.5% | 70,056 SH | New |
| CHEVRON CORPORATION | COM | $290K | 0.3% | 1,400 SH | New |
| DEVON ENERGY CORP NEW | COM | $503K | 0.5% | 10,000 SH | New |
| ETFS GOLD TR | PHYSCL GOLD SHS | $491K | 0.4%Prev: 0.2% | 11,000 SH | Increased |
| FISERV INC | COM | $1.5M | 1.4% | 27,000 SH | New |
| FRP HLDGS INC | COM | $210K | 0.2%Prev: 2.6% | 9,582 SH | Decreased-116,220 SH |
| GCI LIBERTY INC | COM SER C | $402K | 0.4% | 10,815 SH | New |
| GITLAB INC | CLASS A COM | $1.3M | 1.2% | 60,000 SH | New |
| GLOBAL PMTS INC | COM | $673K | 0.6% | 10,000 SH | New |
| GOGO INC | COM | $3.2M | 2.9%Prev: 14.6% | 804,034 SH | Decreased-1,559,945 SH |
| INTERNATIONAL MONEY EXPRESS | COM | $363K | 0.3% | 23,000 SH | New |
| KKR & CO INC | COM | $1.6M | 1.4%Prev: 1.4% | 17,100 SH | Decreased |
| LIBERTY BROADBAND CORP | COM SER C | $909K | 0.8%Prev: 4.8% | 18,075 SH | Decreased-60,000 SH |
| METALLA RTY & STREAMING LTD | COM NEW | $239K | 0.2% | 36,000 SH | New |
| MICRON TECHNOLOGY INC | COM | $1.4M | 1.2% | 4,000 SH | New |
| MIDCAP FINANCIAL INVSTMNT CO | COM NEW | $112K | 0.1% | 10,000 SH | New |
| MILLICOM INTL CELLULAR S A | COM STK | $10.7M | 9.6%Prev: 11.4% | 143,000 SH | Decreased-377,923 SH |
| NIQ GLOBAL INTELLIGENCE PLC | ORDINARY SHARES | $4.5M | 4.1% | 399,700 SH | New |
| NVIDIA CORPORATION | COM | $1.0M | 0.9% | 6,000 SH | New |
| OCCIDENTAL PETE CORP | COM | $221K | 0.2% | 3,400 SH | New |
| OPEN LENDING CORP | COM | $6.8M | 6.1% | 5,400,841 SH | New |
| OPPFI INC | COM CL A | $3.9M | 3.5%Prev: 4.0% | 500,000 SH | Decreased-106,000 SH |
| PAYPAL HLDGS INC | COM | $905K | 0.8% | 20,000 SH | New |
| PDD HOLDINGS INC | SPONSORED ADS | $2.2M | 2.0% | 22,000 SH | New |
| REMITLY GLOBAL INC | COM | $24.0M | 21.5%Prev: 8.5% | 1,529,195 SH | Increased+955,925 SH |
| S&P GLOBAL INC | COM | $319K | 0.3%Prev: 0.3% | 750 SH | Decreased |
| SERVICENOW INC | COM | $627K | 0.6% | 6,000 SH | New |
| SHIFT4 PMTS INC | CL A | $1.3M | 1.2% | 30,000 SH | New |
| SPROUT SOCIAL INC | COM CL A | $8.6M | 7.7% | 1,510,979 SH | New |
| TRIPLE FLAG PRECIOUS METAL | COM | $518K | 0.5%Prev: 0.2% | 14,913 SH | Increased |
| 13F-HR |
| 0001398344-26-013145 |
| $146.6M |
| View |
| Jul 29, 2025 | Q2 2025 | 13F-HR | 0001104659-25-071794 | $156.6M | View |
| Apr 24, 2026 | Q1 2026 | 13F-HR | 0001398344-26-007181 | $111.5M | View |
| Apr 29, 2025 | Q1 2025 | 13F-HR | 0001104659-25-040978 | $139.0M | View |