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CIK 0001352272 • 6 13F filings • May 15, 2025 – Jul 20, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $2.2M | 3.2%Prev: 7.6% | 10,000 SH | Increased+2,000 SH |
| BOSTON SCIENTIFIC CORP | COM | $6.8M | 10.1% | 70,000 SH | New |
| FERRARI N V | COM | $970K | 1.4%Prev: 2.2% | 2,000 SH | Increased+500 SH |
| INTERACTIVE BROKERS GROUP IN | COM CL A | $2.8M | 4.1%Prev: 6.9% | 40,000 SH | Increased+20,000 SH |
| IREN LIMITED | ORDINARY SHARES | $939K | 1.4% | 20,000 SH | New |
| META PLATFORMS INC | CL A | $9.2M | 13.5%Prev: 3.4% | 12,500 SH | Increased+11,000 SH |
| MICROSOFT CORP | COM | $10.4M | 15.2%Prev: 5.9% | 20,000 SH | Increased+16,000 SH |
| NETFLIX INC | COM | $2.4M | 3.5% | 2,000 SH | New |
| NVIDIA CORPORATION | COM | $11.2M | 16.5%Prev: 23.8% | 60,000 SH | Increased+30,000 SH |
| ORACLE CORP | COM | $2.3M | 3.4% | 8,250 SH | New |
| PHILIP MORRIS INTL INC | COM | $1.6M | 2.4% | 10,000 SH | New |
| REDDIT INC | CL A | $1.1M | 1.7% | 5,000 SH | New |
| ROBINHOOD MKTS INC | COM CL A | $4.3M | 6.3%Prev: 6.0% | 30,000 SH | Increased+15,000 SH |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | $2.6M | 3.8% | 10,000 SH | New |
| TRANSDIGM GROUP INC | COM | $1.3M | 1.9% | 1,000 SH | New |
| WOLVERINE WORLD WIDE INC | COM | $7.8M | 11.5% | 285,000 SH | New |
| 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 |