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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 | $863K | 2.0%Prev: 1.1% | 3,000 SH | Increased-2,000 SH |
| AMAZON COM INC | COM | $625K | 1.4%Prev: 4.2% | 3,000 SH | Decreased-12,000 SH |
| FERRARI N V | COM | $508K | 1.2%Prev: 2.5% | 1,500 SH | Decreased-2,500 SH |
| GE VERNOVA INC | COM | $873K | 2.0% | 1,000 SH | New |
| INTERACTIVE BROKERS GROUP IN | COM CL A | $1.3M | 3.1% | 20,000 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $22.6M | 51.5% | 40,000 SH | New |
| META PLATFORMS INC | CL A | $1.1M | 2.6%Prev: 11.1% | 2,000 SH | Decreased-11,000 SH |
| MICRON TECHNOLOGY INC | COM | $3.4M | 7.7% | 10,000 SH | New |
| MICROSOFT CORP | COM | $3.7M | 8.4%Prev: 5.6% | 10,000 SH | Decreased |
| NETFLIX INC. | COM | $673K | 1.5% | 7,000 SH | New |
| NVIDIA CORPORATION | COM | $5.2M | 11.9%Prev: 6.4% | 29,900 SH | Increased-10,100 SH |
| ROBINHOOD MKTS INC | COM CL A | $554K | 1.3%Prev: 4.3% | 8,000 SH | Decreased-62,000 SH |
| SITIME CORP | COM | $691K | 1.6% | 2,000 SH | New |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $1.7M | 3.9% | 5,000 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 |