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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 | $2.1M | 8.5% | 6,000 SH | New |
| AMAZON COM INC | COM | $1.9M | 7.6%Prev: 4.7% | 8,000 SH | Decreased-12,000 SH |
| BANCO SANTANDER SA | ADR | $3.5M | 13.7% | 250,000 SH | New |
| FERRARI N V | COM | $558K | 2.2%Prev: 1.6% | 1,500 SH | Decreased-1,500 SH |
| INTERACTIVE BROKERS GROUP IN | COM CL A | $1.7M | 6.9% | 20,000 SH | New |
| META PLATFORMS INC | CL A | $845K | 3.4%Prev: 14.3% | 1,500 SH | Decreased-16,500 SH |
| MICRON TECHNOLOGY INC | COM | $2.3M | 9.2% | 2,000 SH | New |
| MICROSOFT CORP | COM | $1.5M | 5.9%Prev: 26.7% | 4,000 SH | Decreased-46,000 SH |
| NETFLIX INC. | COM | $500K | 2.0% | 7,000 SH | New |
| NVIDIA CORPORATION | COM | $6.0M | 23.8%Prev: 17.0% | 30,000 SH | Decreased-70,000 SH |
| ROBINHOOD MKTS INC | COM CL A | $1.5M | 6.0%Prev: 3.0% | 15,000 SH | Decreased-15,000 SH |
| SITIME CORP | COM | $373K | 1.5% | 500 SH | New |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $2.4M | 9.5% | 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 |