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CIK 0001950490 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AFFIRM HLDGS INC | COM CL A | $5.4M | 4.1% | 77,579 SH | New |
| AMAZON COM INC | COM | $7.4M | 5.6%Prev: 5.0% | 33,765 SH | Increased-486 SH |
| BLEND LABS INC | CL A | $2.1M | 1.6%Prev: 0.9% | 639,090 SH | Increased-133,599 SH |
| BOOT BARN HLDGS INC | COM | $3.8M | 2.9%Prev: 2.9% | 25,000 SH | Decreased-3,104 SH |
| CBOE GLOBAL MKTS INC | COM | $2.8M | 2.1% | 12,000 SH | New |
| CORMEDIX INC | COM | $616K | 0.5% | 50,000 SH | New |
| CRH PLC | ORD | $2.7M | 2.1% | 29,665 SH | New |
| DOMO INC | COM CL B | $2.0M | 1.5% | 140,000 SH | New |
| ELI LILLY & CO | COM | $1.2M | 0.9%Prev: 3.4% | 1,600 SH | Decreased-3,631 SH |
| EOG RES INC | COM | $2.4M | 1.9% | 20,455 SH | New |
| EVOLV TECHNOLOGIES HLDNGS IN | COM CL A | $530K | 0.4%Prev: 0.6% | 85,000 SH | Decreased-48,619 SH |
| FIVE BELOW INC | COM | $5.2M | 4.0%Prev: 6.3% | 40,000 SH | Decreased+702 SH |
| GFL ENVIRONMENTAL INC | SUB VTG SHS | $2.6M | 2.0% | 52,000 SH | New |
| HALOZYME THERAPEUTICS INC | COM | $4.7M | 3.5%Prev: 5.3% | 90,000 SH | Decreased-26,416 SH |
| LIFE TIME GROUP HOLDINGS INC | COMMON STOCK | $2.4M | 1.8% | 77,500 SH | New |
| LULULEMON ATHLETICA INC | COM | $1.7M | 1.3% | 7,000 SH | New |
| LUMENTUM HLDGS INC | COM | $4.8M | 3.6%Prev: 9.5% | 50,000 SH | Decreased+30,814 SH |
| MAGNITE INC | COM | $1.7M | 1.3% | 70,000 SH | New |
| MARVELL TECHNOLOGY INC | COM | $4.1M | 3.1% | 52,500 SH | New |
| META PLATFORMS INC | CL A | $9.4M | 7.1% | 12,788 SH | New |
| MICROCHIP TECHNOLOGY INC. | COM | $2.7M | 2.1% | 39,000 SH | New |
| MODINE MFG CO | COM | $3.8M | 2.9%Prev: 4.0% | 38,569 SH | Decreased+12,329 SH |
| NEBIUS GROUP N.V. | SHS CLASS A | $553K | 0.4% | 10,000 SH | New |
| NETFLIX INC | COM | $3.4M | 2.6% | 2,542 SH | New |
| NVIDIA CORPORATION | COM | $13.6M | 10.3%Prev: 3.1% | 86,250 SH | Increased+61,264 SH |
| OLLIES BARGAIN OUTLET HLDGS | COM | $3.4M | 2.6% | 26,000 SH | New |
| ORACLE CORP | COM | $3.3M | 2.5% | 15,000 SH | New |
| PELOTON INTERACTIVE INC | CL A COM | $1.9M | 1.4%Prev: 1.6% | 270,000 SH | Decreased-261,629 SH |
| PULSE BIOSCIENCES INC | COM | $398K | 0.3%Prev: 0.9% | 26,361 SH | Decreased-31,693 SH |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $15.6M | 11.8%Prev: 10.6% | 108,216 SH | Increased+69,740 SH |
| SNOWFLAKE INC | CL A | $4.5M | 3.4% | 20,000 SH | New |
| SUPER MICRO COMPUTER INC | COM NEW | $2.5M | 1.9% | 50,000 SH | New |
| THREDUP INC | CL A | $150K | 0.1% | 20,000 SH | New |
| TWILIO INC | CL A | $1.9M | 1.4%Prev: 4.9% | 15,000 SH | Decreased-40,689 SH |
| UNIVERSAL DISPLAY CORP | COM | $3.6M | 2.7% | 23,000 SH | New |
| VISHAY PRECISION GROUP INC | COM | $422K | 0.3% | 15,000 SH | New |
| WAYFAIR INC | CL A | $3.1M | 2.3%Prev: 3.5% | 60,000 SH | Decreased-6,227 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 |