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CIK 0002021442 • 6 13F filings • May 12, 2025 – Aug 12, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADOBE INC | COM | $12.2M | 4.3%Prev: 6.7% | 34,762 SH | Decreased-5,003 SH |
| ALPHABET INC | CAP STK CL A | $11.9M | 4.2%Prev: 5.7% | 37,909 SH | Decreased-11,500 SH |
| AMERICAN EXPRESS CO | COM | $1.4M | 0.5%Prev: 0.4% | 3,900 SH | Increased+1,500 SH |
| AMPHENOL CORP NEW | CL A | $13.7M | 4.9% | 101,242 SH | New |
| AUTOMATIC DATA PROCESSING IN | COM | $6.5M | 2.3%Prev: 5.4% | 25,307 SH | Decreased-13,484 SH |
| AUTOZONE INC | COM | $7.5M | 2.7%Prev: 1.5% | 2,203 SH | Increased+1,467 SH |
| BOOKING HOLDINGS INC | COM | $6.7M | 2.4%Prev: 1.6% | 1,258 SH | Increased+645 SH |
| CAL MAINE FOODS INC | COM NEW | $2.8M | 1.0%Prev: 1.6% | 35,484 SH | Decreased-816 SH |
| CHECK POINT SOFTWARE TECH LT | ORD | $5.7M | 2.0%Prev: 0.9% | 30,633 SH | Increased+21,633 SH |
| COCA COLA CONS INC | COM | $2.9M | 1.0% | 19,000 SH | New |
| DOMINOS PIZZA INC | COM | $2.8M | 1.0% | 6,800 SH | New |
| FACTSET RESH SYS INC | COM | $3.8M | 1.3% | 13,000 SH | New |
| FORTINET INC | COM | $27.1M | 9.6%Prev: 9.5% | 340,705 SH | Increased+102,828 SH |
| INTUIT | COM | $2.8M | 1.0% | 4,300 SH | New |
| ISHARES TR | FLTG RATE NT ETF | $2.0M | 0.7%Prev: 1.0% | 40,026 SH | Decreased |
| KLA CORP | COM NEW | $2.8M | 1.0% | 2,300 SH | New |
| MANHATTAN ASSOCIATES INC | COM | $2.9M | 1.0% | 16,500 SH | New |
| MASTERCARD INCORPORATED | CL A | $17.9M | 6.4%Prev: 8.7% | 31,363 SH | Decreased-582 SH |
| METTLER TOLEDO INTERNATIONAL | COM | $2.8M | 1.0% | 2,000 SH | New |
| MICROSOFT CORP | COM | $13.5M | 4.8%Prev: 4.9% | 27,820 SH | Increased+8,050 SH |
| MSCI INC | COM | $11.8M | 4.2%Prev: 4.2% | 20,608 SH | Increased+5,055 SH |
| NVIDIA CORPORATION | COM | $23.4M | 8.4%Prev: 7.2% | 125,613 SH | Increased+44,330 SH |
| OREILLY AUTOMOTIVE INC | COM | $5.7M | 2.0%Prev: 1.0% | 62,415 SH | Increased+42,215 SH |
| PAYCHEX INC | COM | $2.8M | 1.0% | 25,300 SH | New |
| PAYPAL HLDGS INC | COM | $6.9M | 2.5% | 118,718 SH | New |
| ROLLINS INC | COM | $2.8M | 1.0% | 47,000 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $31.1M | 11.1% | 340,000 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $11.7M | 4.2%Prev: 2.5% | 38,379 SH | Increased+19,795 SH |
| TEXAS INSTRS INC | COM | $2.8M | 1.0% | 16,400 SH | New |
| TRADEWEB MKTS INC | CL A | $5.2M | 1.9%Prev: 4.8% | 48,457 SH | Decreased-41,500 SH |
| VERISIGN INC | COM | $2.9M | 1.0% | 12,000 SH | New |
| VISA INC | COM CL A | $13.8M | 4.9%Prev: 2.8% | 39,275 SH | Increased+21,925 SH |
| XP INC | CL A | $3.3M | 1.2% | 200,000 SH | New |
| ZOETIS INC | CL A | $6.6M | 2.3% | 52,316 SH | New |
| 13F-HR |
| 0002021442-26-000005 |
| $299.8M |
| View |
| Aug 12, 2025 | Q2 2025 | 13F-HR | 0002021442-25-000003 | $168.0M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0002021442-26-000004 | $184.1M | View |
| May 12, 2025 | Q1 2025 | 13F-HR | 0002021442-25-000002 | $191.8M | View |