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CIK 0002026798 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $5.7M | 0.3%Prev: 0.8% | 45,830 SH | Decreased-48,197 SH |
| AGILENT TECHNOLOGIES INC | COM | $30.2M | 1.8% | 222,216 SH | New |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $7.3M | 0.4% | 50,000 SH | New |
| AMAZON COM INC | COM | $130.3M | 7.9%Prev: 2.2% | 564,613 SH | Increased+406,956 SH |
| APPLIED MATLS INC | COM | $62.2M | 3.8% | 242,022 SH | New |
| ASTERA LABS INC | COM | $2.5M | 0.2% | 15,000 SH | New |
| AUTODESK INC | COM | $14.0M | 0.8% | 47,199 SH | New |
| AZENTA INC | COM | $1.9M | 0.1% | 57,695 SH | New |
| BILL HOLDINGS INC | COM | $14.9M | 0.9% | 273,792 SH | New |
| BIO-TECHNE CORP | COM | $15.0M | 0.9%Prev: 0.7% | 254,359 SH | Increased+43,412 SH |
| BLOCK INC | CL A | $33.4M | 2.0%Prev: 1.3% | 513,770 SH | Increased+232,575 SH |
| BOOKING HOLDINGS INC | COM | $45.9M | 2.8%Prev: 3.6% | 8,565 SH | Decreased-1,741 SH |
| BOSTON SCIENTIFIC CORP | COM | $58.0M | 3.5%Prev: 5.1% | 608,758 SH | Decreased-211,313 SH |
| CARIS LIFE SCIENCES INC | COM | $7.5M | 0.5% | 278,063 SH | New |
| CENTENE CORP DEL | COM | $27.5M | 1.7% | 667,094 SH | New |
| CHARLES RIV LABS INTL INC | COM | $26.5M | 1.6%Prev: 0.7% | 132,883 SH | Increased+62,416 SH |
| CHARTER COMMUNICATIONS INC N | CL A | $11.9M | 0.7%Prev: 0.6% | 56,883 SH | Increased+24,481 SH |
| CHIME FINL INC | COM SHS CL A | $6.1M | 0.4% | 243,403 SH | New |
| CIRCLE INTERNET GROUP INC | COM CL A | $3.6M | 0.2%Prev: 1.0% | 45,909 SH | Decreased-74,945 SH |
| CLOUDFLARE INC | CL A COM | $13.5M | 0.8% | 68,634 SH | New |
| COMCAST CORP NEW | CL A | $21.1M | 1.3% | 707,054 SH | New |
| COREWEAVE INC | COM CL A | $24.7M | 1.5% | 344,450 SH | New |
| CORPAY INC | COM SHS | $9.9M | 0.6% | 32,890 SH | New |
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | $11.4M | 0.7%Prev: 0.5% | 78,948 SH | Increased+25,888 SH |
| DANAHER CORPORATION | COM | $37.8M | 2.3% | 165,145 SH | New |
| EBAY INC. | COM | $46.1M | 2.8% | 529,430 SH | New |
| EDWARDS LIFESCIENCES CORP | COM | $9.8M | 0.6% | 114,765 SH | New |
| ENTEGRIS INC | COM | $11.3M | 0.7%Prev: 1.4% | 133,548 SH | Decreased-105,660 SH |
| ETSY INC | COM | $38.0M | 2.3%Prev: 1.2% | 685,995 SH | Increased+407,119 SH |
| EXPEDIA GROUP INC | COM NEW | $29.6M | 1.8% | 104,491 SH | New |
| FORTINET INC | COM | $14.8M | 0.9% | 186,940 SH | New |
| GENEDX HOLDINGS CORP | COM CL A | $2.7M | 0.2% | 20,807 SH | New |
| ILLUMINA INC | COM | $13.5M | 0.8% | 102,878 SH | New |
| INTERNATIONAL BUSINESS MACHS | COM | $14.4M | 0.9%Prev: 0.2% | 48,575 SH | Increased+39,989 SH |
| INTUITIVE SURGICAL INC | COM NEW | $33.1M | 2.0% | 58,528 SH | New |
| LYFT INC | CL A COM | $13.3M | 0.8%Prev: 1.3% | 688,052 SH | Decreased-242,779 SH |
| MARVELL TECHNOLOGY INC | COM | $22.6M | 1.4%Prev: 2.0% | 265,446 SH | Decreased-109,133 SH |
| MASTERCARD INCORPORATED | CL A | $28.6M | 1.7%Prev: 1.7% | 50,031 SH | Increased+4,072 SH |
| MEDTRONIC PLC | SHS | $20.0M | 1.2%Prev: 2.0% | 208,685 SH | Decreased-117,066 SH |
| META PLATFORMS INC | CL A | $41.2M | 2.5% | 62,415 SH | New |
| MONGODB INC | CL A | $21.8M | 1.3% | 52,009 SH | New |
| MONOLITHIC PWR SYS INC | COM | $38.7M | 2.3% | 42,723 SH | New |
| MOODYS CORP | COM | $64.1M | 3.9%Prev: 1.4% | 125,516 SH | Increased+80,319 SH |
| NATERA INC | COM | $8.3M | 0.5%Prev: 0.8% | 36,017 SH | Decreased-37,912 SH |
| NVIDIA CORPORATION | COM | $65.2M | 3.9% | 349,668 SH | New |
| NXP SEMICONDUCTORS N V | COM | $32.2M | 1.9%Prev: 2.0% | 148,311 SH | Increased+14,197 SH |
| ON SEMICONDUCTOR CORP | COM | $26.1M | 1.6% | 482,271 SH | New |
| ORACLE CORP | COM | $30.6M | 1.8%Prev: 1.6% | 157,088 SH | Increased+66,927 SH |
| PENUMBRA INC | COM | $13.4M | 0.8% | 43,249 SH | New |
| ROBINHOOD MKTS INC | COM CL A | $11.5M | 0.7% | 101,717 SH | New |
| ROKU INC | COM CL A | $8.3M | 0.5% | 76,304 SH | New |
| RUBRIK INC. | CL A | $9.1M | 0.5% | 118,564 SH | New |
| SALESFORCE INC | COM | $20.7M | 1.3%Prev: 3.0% | 78,304 SH | Decreased-117,519 SH |
| SAP SE | SPON ADR | $10.4M | 0.6% | 42,728 SH | New |
| SERVICENOW INC | COM | $38.6M | 2.3% | 252,115 SH | New |
| SNOWFLAKE INC | COM SHS | $31.8M | 1.9%Prev: 6.7% | 145,035 SH | Decreased-320,329 SH |
| SYNOPSYS INC | COM | $39.6M | 2.4% | 84,205 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $76.0M | 4.6%Prev: 3.5% | 250,152 SH | Increased+56,697 SH |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | $20.7M | 1.2%Prev: 0.5% | 80,903 SH | Increased+51,563 SH |
| TENET HEALTHCARE CORP | COM NEW | $5.1M | 0.3% | 25,851 SH | New |
| TESLA INC | COM | $9.3M | 0.6%Prev: 1.8% | 20,661 SH | Decreased-41,455 SH |
| TRANSMEDICS GROUP INC | COM | $4.5M | 0.3% | 36,668 SH | New |
| TWILIO INC | CL A | $23.2M | 1.4% | 162,812 SH | New |
| TWIST BIOSCIENCE CORP | COM | $673K | 0.0% | 21,205 SH | New |
| VARONIS SYS INC | COM | $5.1M | 0.3% | 154,638 SH | New |
| VERIZON COMMUNICATIONS INC | COM | $33.9M | 2.0% | 833,497 SH | New |
| WESTERN DIGITAL CORP | COM | $15.1M | 0.9% | 87,524 SH | New |
| WESTERN UN CO | COM | $31.5M | 1.9%Prev: 2.3% | 3,388,600 SH | Decreased-1,157,227 SH |
| 13F-HR |
| 0002026798-26-000004 |
| $2.23B |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001085146-25-005138 | $1.42B | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0002026798-26-000003 | $1.53B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001085146-25-003223 | $959.0M | View |