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CIK 0001568788 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ACUITY INC | COM | $133.4M | 4.7%Prev: 2.9% | 370,529 SH | Increased+104,728 SH |
| ALPHABET INC | CAP STK CL A | $108.3M | 3.8% | 345,865 SH | New |
| AMAZON COM INC | COM | $173.7M | 6.1%Prev: 5.2% | 752,542 SH | Increased+23,743 SH |
| APPLOVIN CORP | COM CL A | $84.8M | 3.0%Prev: 3.2% | 125,779 SH | Decreased-12,442 SH |
| CAPITAL ONE FINL CORP | COM | $82.5M | 2.9%Prev: 4.7% | 340,394 SH | Decreased-349,091 SH |
| CARPENTER TECHNOLOGY CORP | COM | $115.8M | 4.1% | 367,701 SH | New |
| CARVANA CO | CL A | $123.5M | 4.4%Prev: 4.4% | 292,552 SH | Decreased-73,390 SH |
| CLEAN HARBORS INC | COM | $133.7M | 4.7% | 569,991 SH | New |
| COMCAST CORP NEW | CL A | $103.9M | 3.7% | 3,476,179 SH | New |
| CRH PLC | ORD | $84.2M | 3.0%Prev: 3.4% | 674,483 SH | Decreased-212,916 SH |
| DANAHER CORPORATION | COM | $151.7M | 5.4% | 662,517 SH | New |
| DOLLAR TREE INC | COM | $27.5M | 1.0%Prev: 0.7% | 223,700 SH | Increased |
| HENRY SCHEIN INC | COM | $180.1M | 6.4%Prev: 11.1% | 2,382,837 SH | Decreased-2,797,963 SH |
| INFOSYS LTD | SPONSORED ADR | $48.3M | 1.7% | 2,709,445 SH | New |
| LINDE PLC | SHS | $171.2M | 6.1% | 401,494 SH | New |
| LUMEN TECHNOLOGIES INC | COM | $86.8M | 3.1%Prev: 2.2% | 11,167,585 SH | Increased |
| META PLATFORMS INC | CL A | $126.7M | 4.5%Prev: 4.5% | 191,932 SH | Decreased+2,880 SH |
| MICROSOFT CORP | COM | $71.3M | 2.5%Prev: 6.2% | 147,424 SH | Decreased-221,545 SH |
| NU HLDGS LTD | ORD SHS CL A | $153.7M | 5.4%Prev: 4.3% | 9,180,592 SH | Increased+779,908 SH |
| NVIDIA CORPORATION | COM | $38.1M | 1.3%Prev: 3.5% | 204,136 SH | Decreased-372,403 SH |
| PARAMOUNT SKYDANCE CORP | COM CL B | $4.3M | 0.2%Prev: 0.8% | 323,000 SH | Decreased-975,000 SH |
| PRIMO BRANDS CORPORATION | CLASS A COM SHS | $82.1M | 2.9%Prev: 3.6% | 5,019,898 SH | Decreased-41,191 SH |
| PROCORE TECHNOLOGIES INC | COM | $18.2M | 0.6% | 250,000 SH | New |
| PTC INC | COM | $40.8M | 1.4%Prev: 3.1% | 234,407 SH | Decreased-238,852 SH |
| SALESFORCE INC | COM | $112.2M | 4.0%Prev: 4.2% | 423,522 SH | Decreased-124,704 SH |
| UNION PAC CORP | COM | $159.0M | 5.6%Prev: 4.1% | 687,298 SH | Increased+145,791 SH |
| UNITED AIRLS HLDGS INC | COM | $46.2M | 1.6% | 412,889 SH | New |
| VISA INC | COM CL A | $167.1M | 5.9%Prev: 3.4% | 476,442 SH | Increased+168,164 SH |
| 13F-HR |
| 0001214659-26-010411 |
| $2.95B |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001172661-25-003459 | $3.44B | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001214659-26-006485 | $2.57B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001172661-25-002360 | $2.54B | View |