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CIK 0001425649 • 4 13F filings • May 14, 2025 – Feb 17, 2026
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Past 4 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED DRAIN SYS INC DEL | COM | $17.3M | 2.9%Prev: 3.6% | 119,714 SH | Decreased-60,170 SH |
| ALPHABET INC | CAP STK CL C | $32.6M | 5.5%Prev: 4.0% | 103,855 SH | Increased-8,058 SH |
| AMAZON COM INC | COM | $19.1M | 3.2%Prev: 3.0% | 82,572 SH | Decreased-10,555 SH |
| APPLIED MATLS INC | COM | $5.2M | 0.9%Prev: 0.6% | 20,359 SH | Increased |
| AUTODESK INC | COM | $3.4M | 0.6%Prev: 0.5% | 11,592 SH | Decreased |
| BROADCOM INC | COM | $27.8M | 4.7%Prev: 4.7% | 80,320 SH | Decreased-18,461 SH |
| CELSIUS HLDGS INC | COM NEW | $33.9M | 5.8%Prev: 8.0% | 741,841 SH | Decreased-213,384 SH |
| CIENA CORP | COM NEW | $4.5M | 0.8% | 19,032 SH | New |
| COGENT COMMUNICATIONS HLDGS | COM NEW | $12.3M | 2.1% | 569,220 SH | New |
| COHERENT CORP | COM | $6.8M | 1.1%Prev: 0.6% | 36,594 SH | Increased |
| CREDIT ACCEP CORP MICH | COM | $30.9M | 5.2%Prev: 4.9% | 69,715 SH | Decreased-2,722 SH |
| CROWDSTRIKE HLDGS INC | CL A | $3.9M | 0.7%Prev: 0.5% | 8,278 SH | Increased+1,024 SH |
| DATADOG INC | CL A COM | $3.9M | 0.7%Prev: 0.6% | 28,767 SH | Decreased |
| DEXCOM INC | COM | $40.2M | 6.8%Prev: 5.9% | 605,547 SH | Decreased |
| ELI LILLY & CO | COM | $11.7M | 2.0%Prev: 1.2% | 10,872 SH | Increased |
| FLUTTER ENTMT PLC | SHS | $19.7M | 3.3%Prev: 3.4% | 91,522 SH | Decreased |
| INVESCO QQQ TR | UNIT SER 1 | $27.0M | 4.6%Prev: 3.8% | 44,019 SH | Increased |
| KLA CORP | COM NEW | $5.4M | 0.9%Prev: 0.7% | 4,445 SH | Increased |
| KNIFE RIVER CORP | COMMON STOCK | $29.1M | 4.9%Prev: 4.6% | 413,380 SH | Decreased |
| LAM RESEARCH CORP | COM NEW | $7.1M | 1.2%Prev: 0.8% | 41,595 SH | Increased |
| META PLATFORMS INC | CL A | $52.4M | 8.9%Prev: 8.5% | 79,453 SH | Decreased |
| MICRON TECHNOLOGY INC | COM | $10.6M | 1.8%Prev: 0.9% | 37,205 SH | Increased |
| MICROSOFT CORP | COM | $34.2M | 5.8%Prev: 5.3% | 70,815 SH | Decreased |
| MONGODB INC | CL A | $7.5M | 1.3%Prev: 0.8% | 17,964 SH | Increased |
| NETFLIX INC | COM | $2.6M | 0.4%Prev: 0.5% | 28,160 SH | Decreased+25,344 SH |
| NVIDIA CORPORATION | COM | $4.1M | 0.7%Prev: 0.6% | 22,159 SH | Decreased |
| ORACLE CORP | COM | $3.0M | 0.5%Prev: 0.6% | 15,178 SH | Decreased |
| PALO ALTO NETWORKS INC | COM | $2.7M | 0.5% | 14,548 SH | New |
| PTC INC | COM | $3.5M | 0.6%Prev: 0.6% | 19,888 SH | Decreased |
| REDDIT INC | CL A | $6.3M | 1.1%Prev: 0.9% | 27,395 SH | Decreased |
| ROBLOX CORP | CL A | $3.4M | 0.6%Prev: 0.9% | 42,505 SH | Decreased |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $8.9M | 1.5%Prev: 1.1% | 32,150 SH | Increased |
| SERVICENOW INC | COM | $2.6M | 0.4%Prev: 2.5% | 16,810 SH | Decreased-1,956 SH |
| SHOPIFY INC | CL A SUB VTG SHS | $5.2M | 0.9%Prev: 0.7% | 32,593 SH | Increased |
| SNOWFLAKE INC | COM SHS | $3.4M | 0.6%Prev: 0.5% | 15,558 SH | Decreased |
| SOTERA HEALTH CO | COM | $34.7M | 5.9%Prev: 9.7% | 1,964,518 SH | Decreased-2,262,292 SH |
| SPOTIFY TECHNOLOGY S A | SHS | $3.0M | 0.5%Prev: 0.5% | 5,224 SH | Decreased |
| SYNOPSYS INC | COM | $1.6M | 0.3%Prev: 0.2% | 3,383 SH | Decreased |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $20.3M | 3.4%Prev: 4.3% | 66,671 SH | Decreased-40,384 SH |
| TD SYNNEX CORPORATION | COM | $4.1M | 0.7%Prev: 0.7% | 27,595 SH | Decreased |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $18.8M | 3.2%Prev: 2.5% | 52,336 SH | Increased |
| WESTERN DIGITAL CORP | COM | $11.6M | 2.0%Prev: 1.2% | 67,406 SH | Increased |
| ZSCALER INC | COM | $3.0M | 0.5%Prev: 0.6% | 13,241 SH | Decreased |
| 13F-HR |
| 0001104659-25-077127 |
| $969.2M |
| View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001104659-25-048094 | $804.3M | View |