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CIK 0001950490 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AEHR TEST SYS | COM | $244K | 0.3% | 33,455 SH | |
| AFFIRM HLDGS INC | COM CL A | $685K | 0.8% | 15,158 SH | |
| AMAZON COM INC | COM | $4.1M | 4.7% | 21,511 SH | |
| ARGENX SE | SPONSORED ADR | $2.4M | 2.7% | 4,000 SH | |
| BLEND LABS INC | CL A | $1.9M | 2.1% | 554,090 SH | |
| BOEING CO | COM | $2.1M | 2.5% | 12,500 SH | |
| CRH PLC | ORD | $2.6M | 3.0% | 110,000 SH | |
| DELL TECHNOLOGIES INC | CL C | $2.3M | 2.6% | 25,000 SH | |
| DOMO INC | COM CL B | $776K | 0.9% | 100,000 SH | |
| ELI LILLY & CO | COM | $3.1M | 3.6% | 3,724 SH | |
| EOG RES INC | COM | $4.5M | 5.2% | 34,910 SH | |
| HALOZYME THERAPEUTICS INC | COM | $8.6M | 10.0% | 135,255 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $6.6M | 7.6% | 14,000 SH | |
| ISHARES SILVER TR | ISHARES | $2.2M | 2.5% | 70,000 SH | |
| LIFE TIME GROUP HOLDINGS INC | COMMON STOCK | $2.9M | 3.3% | 95,000 SH | |
| META PLATFORMS INC | CL A | $7.2M | 8.4% | 12,577 SH | |
| MICROCHIP TECHNOLOGY INC. | COM | $1.9M | 2.2% | 40,000 SH | |
| MODINE MFG CO | COM | $1.9M | 2.2% | 25,139 SH | |
| NETFLIX INC | COM | $4.6M | 5.3% | 4,885 SH | |
| NUTANIX INC | CL A | $2.1M | 2.4% | 30,000 SH | |
| NVIDIA CORPORATION | COM | $1.4M | 1.6% | 12,500 SH | |
| OLLIES BARGAIN OUTLET HLDGS | COM | $582K | 0.7% | 5,000 SH | |
| ON HLDG AG | NAMEN AKT A | $439K | 0.5% | 10,000 SH | |
| ONESPAWORLD HOLDINGS LIMITED | COM | $1.3M | 1.5% | 75,218 SH | |
| PELOTON INTERACTIVE INC | CL A COM | $1.2M | 1.4% | 190,014 SH | |
| PULSE BIOSCIENCES INC | COM | $848K | 1.0% | 52,723 SH | |
| REDDIT INC | CL A | $1.2M | 1.3% | 11,000 SH | |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $11.2M | 12.9% | 131,433 SH | |
| SELECTQUOTE INC | COM | $805K | 0.9% | 241,082 SH | |
| TWILIO INC | CL A | $979K | 1.1% | 10,000 SH | |
| UNITEDHEALTH GROUP INC | COM | $4.2M | 4.8% | 8,000 SH |
| 13F-HR |
| 0001950490-26-000007 |
| $232.4M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001879202-25-000035 | $132.2M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001950490-26-000004 | $142.4M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001879202-25-000020 | $86.5M | View |