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CIK 0001861159 • 6 13F filings • May 12, 2025 – Aug 10, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| Alphabet Inc Cl A | COM | $32.1M | 11.0%Prev: 1.3% | 102,504 SH | Increased+73,057 SH |
| Amazon.com Inc | COM | $712K | 0.2%Prev: 0.2% | 3,084 SH | Increased-2,918 SH |
| Apple Inc | COM | $2.6M | 0.9% | 9,730 SH | New |
| Applovin Corp Cl A | COM | $1.4M | 0.5%Prev: 0.6% | 2,067 SH | Increased-2,833 SH |
| Arrowhead Pharma | COM | $799K | 0.3% | 12,037 SH | New |
| Barrick Mining Corp | COM | $863K | 0.3% | 19,827 SH | New |
| Carpenter TechnologyCorp | COM | $6.1M | 2.1% | 19,243 SH | New |
| Celestica Inc | COM | $311K | 0.1%Prev: 0.1% | 1,052 SH | Increased-1,742 SH |
| Century Aluminum Co | COM | $1.1M | 0.4% | 28,741 SH | New |
| Ciena Corporation | COM | $3.3M | 1.1%Prev: 0.3% | 14,139 SH | Increased+3,574 SH |
| Comfort Systems U S A | COM | $532K | 0.2%Prev: 0.2% | 570 SH | Increased-483 SH |
| Dycom Inds Inc | COM | $1.2M | 0.4%Prev: 0.3% | 3,526 SH | Increased-1,997 SH |
| Eli Lilly & Co | COM | $43.3M | 14.9% | 40,251 SH | New |
| Equinox Gold Corp | COM | $872K | 0.3% | 62,082 SH | New |
| First Solar Inc | COM | $6.6M | 2.3% | 25,242 SH | New |
| GE Vernova Inc | COM | $2.0M | 0.7%Prev: 5.3% | 3,013 SH | Increased-43,600 SH |
| Goldman Sachs Group Inc | COM | $4.0M | 1.4%Prev: 0.7% | 4,496 SH | Increased+22 SH |
| Incyte Corporation | COM | $1.5M | 0.5% | 14,778 SH | New |
| Intuitive Surgical Inc | COM | $340K | 0.1% | 600 SH | New |
| J P Morgan Chase & Co | COM | $1.4M | 0.5%Prev: 0.3% | 4,464 SH | Increased-1,102 SH |
| Kinross Gold Corp | COM | $3.1M | 1.1% | 108,917 SH | New |
| Lam Research Corp | COM | $3.7M | 1.3%Prev: 0.2% | 21,507 SH | Increased+15,403 SH |
| Lumentum Holdings Inc | COM | $973K | 0.3%Prev: 0.1% | 2,639 SH | Increased-669 SH |
| Madrigal Pharmaceuticals | COM | $2.9M | 1.0% | 5,060 SH | New |
| Micron Technology Inc | COM | $3.5M | 1.2%Prev: 0.1% | 12,369 SH | Increased+9,023 SH |
| Morgan Stanley | COM | $426K | 0.1% | 2,400 SH | New |
| Newmont Corporation | COM | $3.1M | 1.1% | 30,645 SH | New |
| Nvidia Corp | COM | $19.5M | 6.7%Prev: 12.2% | 104,516 SH | Increased-249,129 SH |
| Palantir TechnologiesClA | COM | $1.4M | 0.5%Prev: 9.6% | 7,705 SH | Increased-279,006 SH |
| Pan American Silver Corp | COM | $3.4M | 1.2% | 65,335 SH | New |
| Reddit Inc Cl A | COM | $32.3M | 11.1% | 140,463 SH | New |
| Rocket Lab Corporation | COM | $14.0M | 4.8% | 200,216 SH | New |
| Seagate Technology Hldgs | COM | $567K | 0.2%Prev: 0.2% | 2,060 SH | Increased-1,943 SH |
| Shopify Inc Cl A | COM | $4.4M | 1.5%Prev: 1.2% | 27,370 SH | Increased-15,325 SH |
| Solaris Energy Infra Inc | COM | $350K | 0.1% | 7,614 SH | New |
| T T M Technologies Inc | COM | $541K | 0.2%Prev: 0.1% | 7,845 SH | Increased-6,216 SH |
| Taiwan Semiconductor Adr | COM | $7.7M | 2.6% | 25,313 SH | New |
| Tesla Inc | COM | $45.7M | 15.7%Prev: 18.4% | 101,677 SH | Increased-123,071 SH |
| The Realreal Inc | COM | $858K | 0.3% | 54,361 SH | New |
| Toronto Dominion Bank | COM | $1.8M | 0.6%Prev: 0.3% | 18,688 SH | Increased |
| Travere Therapeutics Inc | COM | $2.0M | 0.7% | 51,191 SH | New |
| Twilio Inc Cl A | COM | $12.3M | 4.2% | 86,487 SH | New |
| Unity Software Inc | COM | $1.4M | 0.5% | 32,207 SH | New |
| Vistance Networks Inc | COM | $1.5M | 0.5% | 80,299 SH | New |
| Zeta Global Holdings ClA | COM | $12.5M | 4.3% | 613,529 SH | New |
| 13F-HR |
| 0001861159-26-000005 |
| $447.1M |
| View |
| Aug 11, 2025 | Q2 2025 | 13F-HR | 0001861159-25-000007 | $435K | View |
| May 11, 2026 | Q1 2026 | 13F-HR | 0001861159-26-000002 | $14.4M | View |
| May 12, 2025 | Q1 2025 | 13F-HR | 0001861159-25-000002 | $53K | View |