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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 | $4.7M | 2.4% | 15,000 SH | |
| AMAZON COM INC | COM | $6.2M | 3.2% | 27,000 SH | |
| BOSTON SCIENTIFIC CORP | COM | $5.2M | 2.7% | 55,000 SH | |
| FERRARI N V | COM | $1.5M | 0.7% | 4,000 SH | |
| INTERACTIVE BROKERS GROUP IN | COM CL A | $2.6M | 1.3% | 40,000 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $109.0M | 55.1% | 177,500 SH | |
| META PLATFORMS INC | CL A | $11.9M | 6.0% | 18,000 SH | |
| MICROSOFT CORP | COM | $9.7M | 4.9% | 20,000 SH | |
| NETFLIX INC | COM | $938K | 0.5% | 10,000 SH | |
| NVIDIA CORPORATION | COM | $20.7M | 10.5% | 111,000 SH | |
| ORACLE CORP | COM | $12.1M | 6.1% | 61,800 SH | |
| REDDIT INC | CL A | $3.4M | 1.7% | 15,000 SH | |
| ROBINHOOD MKTS INC | COM CL A | $1.7M | 0.9% | 15,000 SH | |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | $3.8M | 1.9% | 15,000 SH | |
| WARNER BROS DISCOVERY INC | COM SER A | $1.4M | 0.7% | 50,000 SH | |
| WOLVERINE WORLD WIDE INC | COM | $2.7M | 1.4% | 150,000 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 |