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CIK 0002006661 • 6 13F filings • Apr 9, 2025 – Jul 14, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AES CORP | COM | $3.3M | 2.5% | 311,712 SH | New |
| ALBEMARLE CORP | COM | $3.1M | 2.4%Prev: 1.1% | 48,871 SH | Increased+40,817 SH |
| ALEXANDRIA REAL ESTATE EQ IN | COM | $3.2M | 2.5%Prev: 1.5% | 44,503 SH | Increased-528 SH |
| ALPHABET INC | CAP STK CL C | $3.9M | 3.0%Prev: 2.1% | 22,055 SH | Increased+12,201 SH |
| AMAZON COM INC | COM | $4.2M | 3.2%Prev: 2.8% | 19,156 SH | Increased+615 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $4.0M | 3.1%Prev: 3.9% | 50,115 SH | Decreased-3,415 SH |
| AMGEN INC | COM | $3.1M | 2.4%Prev: 3.1% | 10,975 SH | Decreased-890 SH |
| APPLE INC | COM | $2.7M | 2.1%Prev: 2.3% | 13,061 SH | Decreased+728 SH |
| APPLIED MATLS INC | COM | $2.7M | 2.1% | 14,580 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $4.4M | 3.4%Prev: 3.3% | 9,017 SH | Decreased-392 SH |
| CASEYS GEN STORES INC | COM | $1.3M | 1.0%Prev: 2.4% | 2,579 SH | Decreased-1,870 SH |
| CAVA GROUP INC | COM | $1.0M | 0.8%Prev: 2.2% | 12,229 SH | Decreased-24,978 SH |
| CHIPOTLE MEXICAN GRILL INC | COM | $2.4M | 1.9%Prev: 1.5% | 42,963 SH | Increased-22,371 SH |
| CROWDSTRIEK HLDGS INC | CL A | $1.6M | 1.3% | 3,215 SH | New |
| DATADOG INC | CL A COM | $2.5M | 1.9%Prev: 0.8% | 18,374 SH | Increased+9,239 SH |
| DEERE & CO | COM | $574K | 0.4% | 1,128 SH | New |
| DISNEY WALT CO | COM | $3.1M | 2.4%Prev: 1.6% | 25,207 SH | Increased+3,016 SH |
| DOLLAR GEN CORP NEW | COM | $3.2M | 2.5% | 28,174 SH | New |
| ENPHASE ENERGY INC | COM | $1.2M | 0.9%Prev: 0.9% | 30,457 SH | Decreased-2,702 SH |
| FIRST SOLAR INC | COM | $4.5M | 3.5%Prev: 1.6% | 27,476 SH | Increased+16,338 SH |
| FREEPORT-MCMORAN INC | CL B | $4.2M | 3.2%Prev: 2.2% | 96,545 SH | Increased+46,506 SH |
| GENUINE PARTS CO | COM | $3.0M | 2.3% | 25,008 SH | New |
| GRAB HOLDINGS LIMITED | CLASS A ORD | $1.1M | 0.9%Prev: 1.4% | 221,743 SH | Decreased-284,282 SH |
| ISHARES TR | MSCI INDIA ETF | $272K | 0.2% | 4,886 SH | New |
| ISHARES TR | MSCI INDIA SM CP | $3.8M | 2.9%Prev: 2.3% | 49,555 SH | Increased-2,345 SH |
| ISHARES TR | SHORT TREAS BD | $807K | 0.6% | 7,312 SH | New |
| KINSALE CAP GROUP INC | COM | $2.2M | 1.7%Prev: 2.4% | 4,484 SH | Decreased-5,195 SH |
| LOWES COS INC | COM | $2.3M | 1.8%Prev: 1.8% | 10,279 SH | Decreased+122 SH |
| LULULEMON ATHLETICA INC | COM | $2.8M | 2.1%Prev: 2.2% | 11,716 SH | Decreased-8,214 SH |
| MICROSOFT CORP | COM | $3.1M | 2.4% | 6,214 SH | New |
| PINTEREST INC | CL A | $2.0M | 1.5%Prev: 1.3% | 54,914 SH | Increased-37,796 SH |
| PROGYNY INC | COM | $1.0M | 0.8%Prev: 0.6% | 45,946 SH | Increased-2,341 SH |
| PROLOGIS INC. | COM | $2.0M | 1.6%Prev: 2.0% | 19,460 SH | Decreased-1,005 SH |
| PUBMATIC INC | COM CL A | $1.3M | 1.0%Prev: 0.1% | 104,683 SH | Increased+88,387 SH |
| PURE STORAGE INC | CL A | $2.2M | 1.7% | 38,377 SH | New |
| RELIANCE INC | COM | $226K | 0.2% | 719 SH | New |
| SHELL PLC | SPON ADS | $210K | 0.2% | 2,983 SH | New |
| STERLING INFRASTRUCTURE INC | COM | $3.3M | 2.6%Prev: 1.0% | 14,476 SH | Increased+10,990 SH |
| T-MOBILE US INC | COM | $3.4M | 2.6%Prev: 2.9% | 14,403 SH | Decreased-4,295 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $4.8M | 3.7% | 21,411 SH | New |
| TARGET CORP | COM | $1.8M | 1.3%Prev: 2.3% | 17,762 SH | Decreased-8,570 SH |
| TECK RESOURCES LTD | CL B | $3.9M | 3.0%Prev: 3.1% | 96,095 SH | Decreased+13,357 SH |
| TESLA INC | COM | $435K | 0.3% | 1,369 SH | New |
| THE TRADE DESK INC | COM CL A | $3.4M | 2.6%Prev: 1.8% | 47,757 SH | Increased-60,918 SH |
| UNION PAC CORP | COM | $221K | 0.2%Prev: 0.2% | 960 SH | Decreased |
| UNITED RENTALS INC | COM | $4.1M | 3.1%Prev: 1.6% | 5,410 SH | Increased+2,327 SH |
| WALMART INC | COM | $250K | 0.2% | 2,559 SH | New |
| WISDOMTREE TR | FLOATING RAT TREA | $9.9M | 7.6%Prev: 9.0% | 195,937 SH | Decreased-48,562 SH |
| WISDOMTREE TR | INDIA ERNGS FD | $6.0M | 4.6%Prev: 4.1% | 126,595 SH | Increased-11,349 SH |
| Q3 2025 |
| 13F-HR |
| 0002006661-25-000010 |
| $131.7M |
| View |
| Jul 14, 2026 | Q2 2026 | 13F-HR | 0002006661-26-000004 | $150.4M | View |
| Jul 9, 2025 | Q2 2025 | 13F-HR | 0002006661-25-000007 | $130.1M | View |
| Apr 13, 2026 | Q1 2026 | 13F-HR | 0002006661-26-000003 | $136.2M | View |
| Apr 9, 2025 | Q1 2025 | 13F-HR | 0002006661-25-000006 | $128.6M | View |