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CIK 0001891904 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $18.9M | 13.7%Prev: 10.1% | 65,700 SH | Increased-9,300 SH |
| AXT INC | COM | $1.7M | 1.2% | 29,000 SH | New |
| CARVANA CO | CL A | $12.3M | 8.9%Prev: 7.1% | 39,100 SH | Increased-100 SH |
| COHERENT CORP | COM | $5.4M | 3.9% | 22,700 SH | New |
| INTEL CORP | COM | $7.4M | 5.4%Prev: 4.4% | 168,000 SH | Increased-57,000 SH |
| LUMENTUM HLDGS INC | COM | $3.8M | 2.8% | 5,445 SH | New |
| META PLATFORMS INC | CL A | $11.7M | 8.5%Prev: 0.9% | 20,500 SH | Increased+18,750 SH |
| MICRON TECHNOLOGY INC | COM | $5.2M | 3.8% | 15,530 SH | New |
| MONGODB INC | CL A | $4.5M | 3.3%Prev: 9.9% | 18,300 SH | Decreased-46,700 SH |
| NU HLDGS LTD | ORD SHS CL A | $24.2M | 17.6%Prev: 9.1% | 1,684,000 SH | Increased+659,250 SH |
| NVIDIA CORPORATION | COM | $7.5M | 5.5%Prev: 6.7% | 43,000 SH | Decreased-28,300 SH |
| ONTO INNOVATION INC | COM | $2.2M | 1.6% | 10,500 SH | New |
| RUBRIK INC. | CL A | $5.4M | 4.0%Prev: 1.1% | 111,000 SH | Increased+89,691 SH |
| SAMSARA INC | COM CL A | $5.3M | 3.9% | 167,779 SH | New |
| SERVICENOW INC | COM | $4.5M | 3.3% | 43,500 SH | New |
| SHOPIFY INC | CL A SUB VTG SHS | $4.6M | 3.3% | 38,700 SH | New |
| SNOWFLAKE INC | COM SHS | $5.1M | 3.7% | 33,600 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $7.8M | 5.7%Prev: 6.6% | 23,000 SH | Increased-22,400 SH |
| 13F-HR |
| 0001891904-26-000004 |
| $195.3M |
| View |
| Aug 11, 2025 | Q2 2025 | 13F-HR | 0001891904-25-000007 | $132.5M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001891904-26-000003 | $137.5M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001891904-25-000004 | $114.9M | View |