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CIK 0001765774 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMERICAN PUB ED INC | COM | $35.0M | 2.4%Prev: 2.1% | 925,000 SH | Increased+105,000 SH |
| APOLLO COML REAL EST FIN INC | COM | $31.3M | 2.1%Prev: 2.0% | 3,231,095 SH | Increased+231,095 SH |
| APPLOVIN CORP | COM CL A | $95.3M | 6.4%Prev: 9.7% | 141,500 SH | Decreased-63,500 SH |
| CARGURUS INC | COM CL A | $28.2M | 1.9%Prev: 2.0% | 735,000 SH | Decreased-100,000 SH |
| CARVANA CO | CL A | $101.1M | 6.8%Prev: 7.3% | 239,500 SH | Decreased-56,000 SH |
| CERENCE INC | COM | $15.0M | 1.0%Prev: 0.8% | 1,400,000 SH | Increased+400,000 SH |
| CHART INDS INC | COM | $22.7M | 1.5%Prev: 4.9% | 110,000 SH | Decreased-265,000 SH |
| COSTAR GROUP INC | COM | $16.1M | 1.1%Prev: 2.5% | 239,999 SH | Decreased-210,001 SH |
| CRISPR THERAPEUTICS AG | NAMEN AKT | $6.6M | 0.4% | 125,000 SH | New |
| DANAOS CORPORATION | SHS | $23.5M | 1.6%Prev: 1.5% | 250,000 SH | Increased |
| DARLING INGREDIENTS INC | COM | $68.4M | 4.6%Prev: 4.6% | 1,900,000 SH | Decreased-350,000 SH |
| ELASTIC N V | ORD SHS | $44.7M | 3.0%Prev: 2.9% | 591,923 SH | Increased+66,923 SH |
| ENOVA INTL INC | COM | $39.3M | 2.6%Prev: 1.8% | 250,000 SH | Increased+16,200 SH |
| FAIR ISAAC CORP | COM | $110.7M | 7.5%Prev: 4.9% | 65,500 SH | Increased+15,500 SH |
| FIRST SOLAR INC | COM | $19.6M | 1.3% | 75,000 SH | New |
| GAP INC | COM | $26.9M | 1.8% | 1,050,000 SH | New |
| GENERAC HLDGS INC | COM | $50.5M | 3.4% | 370,000 SH | New |
| GRAND CANYON ED INC | COM | $41.6M | 2.8% | 250,000 SH | New |
| GREEN DOT CORP | CL A | $43.6M | 2.9%Prev: 3.5% | 3,400,000 SH | Decreased-600,000 SH |
| MAGNITE INC | COM | $23.9M | 1.6% | 1,475,000 SH | New |
| MOBILE INFRASTRUCTURE CORP | COM SHS | $62.0M | 4.2%Prev: 5.6% | 24,296,528 SH | Decreased |
| OPENLANE INC | COM | $25.3M | 1.7% | 851,093 SH | New |
| PROGRESSIVE CORP | COM | $82.0M | 5.5%Prev: 5.8% | 360,000 SH | Decreased |
| ROCKET COS INC | COM CL A | $55.2M | 3.7%Prev: 1.4% | 2,850,000 SH | Increased+1,750,000 SH |
| RXSIGHT INC | COM | $20.6M | 1.4%Prev: 1.0% | 1,975,000 SH | Increased+350,000 SH |
| SOLARIS ENERGY INFRAS INC | COM CL A | $17.2M | 1.2% | 375,000 SH | New |
| SOLSTICE ADVANCED MATLS INC | COM SHS | $18.2M | 1.2% | 375,000 SH | New |
| SOMNIGROUP INTERNATIONAL INC | COM | $29.5M | 2.0% | 330,000 SH | New |
| SOUNDHOUND AI INC | CLASS A COM | $2.0M | 0.1% | 200,000 SH | New |
| TRIMBLE INC | COM | $52.9M | 3.6%Prev: 3.9% | 675,000 SH | Decreased-50,000 SH |
| TWILIO INC | CL A | $109.9M | 7.4%Prev: 5.5% | 772,686 SH | Increased-61,307 SH |
| UBER TECHNOLOGIES INC | COM | $114.4M | 7.7%Prev: 7.1% | 1,400,000 SH | Increased+300,000 SH |
| WIX COM LTD | SHS | $51.9M | 3.5%Prev: 6.4% | 500,000 SH | Decreased-50,000 SH |
| 13F-HR |
| 0001765774-26-000009 |
| $1.66B |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001879202-25-000036 | $1.36B | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001765774-26-000006 | $1.50B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001879202-25-000021 | $1.28B | View |