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CIK 0001427119 • 6 13F filings • May 14, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AGILENT TECHNOLOGIES INC | COM | $156.5M | 4.3% | 1,325,963 SH | New |
| AIRBNB INC | COM CL A | $167.0M | 4.6% | 1,261,608 SH | New |
| AMAZON COM INC | COM | $495.5M | 13.6%Prev: 14.6% | 2,258,356 SH | Increased+403,351 SH |
| ANALOG DEVICES INC | COM | $94.7M | 2.6% | 397,768 SH | New |
| CAPITAL ONE FINL CORP | COM | $493.4M | 13.5%Prev: 9.0% | 2,318,833 SH | Increased+1,005,800 SH |
| MICROSOFT CORP | COM | $559.4M | 15.3%Prev: 17.7% | 1,124,698 SH | Increased-145,832 SH |
| MSCI INC | COM | $179.5M | 4.9%Prev: 8.3% | 311,315 SH | Decreased-94,769 SH |
| PROCORE TECHNOLOGIES INC | COM | $186.6M | 5.1%Prev: 5.8% | 2,727,718 SH | Increased+49,308 SH |
| RESTAURANT BRANDS INTL INC | COM | $217.5M | 6.0% | 3,280,877 SH | New |
| SOMNIGROUP INTERNATIONAL INC | COM | $206.6M | 5.7% | 3,036,205 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $65.5M | 1.8% | 106,022 SH | New |
| TRANSUNION | COM | $520.8M | 14.3%Prev: 9.5% | 5,918,322 SH | Increased+2,285,452 SH |
| WORKDAY INC | CL A | $307.8M | 8.4%Prev: 8.0% | 1,282,432 SH | Increased-340,590 SH |
| 13F-HR |
| 0001427119-26-000007 |
| $2.60B |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001427119-25-000011 | $3.65B | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001427119-26-000004 | $2.65B | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001427119-25-000009 | $3.64B | View |