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CIK 0001352272 • 6 13F filings • May 15, 2025 – Jul 20, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $773K | 1.1% | 5,000 SH | |
| AMAZON COM INC | COM | $2.9M | 4.2% | 15,000 SH | |
| APPLE INC | COM | $1.8M | 2.6% | 8,000 SH | |
| ARS PHARMACEUTICALS INC | COM | $944K | 1.4% | 75,000 SH | |
| BOSTON SCIENTIFIC CORP | COM | $4.0M | 6.0% | 40,000 SH | |
| EMBRAER S.A. | SPONSORED ADS | $4.2M | 6.2% | 90,000 SH | |
| FERRARI N V | COM | $1.7M | 2.5% | 4,000 SH | |
| FLUTTER ENTMT PLC | SHS | $665K | 1.0% | 3,000 SH | |
| GOLDMAN SACHS GROUP INC | COM | $1.6M | 2.4% | 3,000 SH | |
| JPMORGAN CHASE & CO. | COM | $2.5M | 3.6% | 10,000 SH | |
| META PLATFORMS INC | CL A | $7.5M | 11.1% | 13,000 SH | |
| MICROSOFT CORP | COM | $3.8M | 5.6% | 10,000 SH | |
| NATERA INC | COM | $1.4M | 2.1% | 10,000 SH | |
| NETFLIX INC | COM | $4.7M | 6.9% | 5,000 SH | |
| NVIDIA CORPORATION | COM | $4.3M | 6.4% | 40,000 SH | |
| PHILIP MORRIS INTL INC | COM | $8.7M | 12.9% | 55,000 SH | |
| PINTEREST INC | CL A | $2.3M | 3.4% | 75,000 SH | |
| ROBINHOOD MKTS INC | COM CL A | $2.9M | 4.3% | 70,000 SH | |
| SEA LTD | SPONSORD ADS | $4.6M | 6.8% | 35,000 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $2.8M | 4.1% | 5,000 SH | |
| TRANSDIGM GROUP INC | COM | $3.5M | 5.1% | 2,500 SH |
| 13F-HR |
| 0001352272-25-000017 |
| $67.9M |
| View |
| Jul 20, 2026 | Q2 2026 | 13F-HR | 0001352272-26-000007 | $25.2M | View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001352272-25-000012 | $93.1M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001352272-26-000005 | $43.8M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001352272-25-000004 | $67.5M | View |