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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 | $4.2M | 1.9% | 58,155 SH | New |
| ALPHABET INC | CAP STK CL C | $3.1M | 1.4% | 12,931 SH | New |
| AMAZON COM INC | COM | $5.5M | 2.5%Prev: 4.0% | 24,842 SH | Decreased-14,409 SH |
| APPLE INC | COM | $10.2M | 4.6% | 40,000 SH | New |
| BLEND LABS INC | CL A | $2.4M | 1.1%Prev: 0.6% | 660,029 SH | Increased-112,660 SH |
| BOOT BARN HLDGS INC | COM | $5.0M | 2.2% | 29,895 SH | New |
| BRAZE INC | COM CL A | $1.7M | 0.8% | 60,000 SH | New |
| CBOE GLOBAL MKTS INC | COM | $2.8M | 1.2% | 11,317 SH | New |
| CECO ENVIRONMENTAL CORP | COM | $2.3M | 1.0%Prev: 3.4% | 44,060 SH | Decreased-43,400 SH |
| CRH PLC | ORD | $3.9M | 1.8% | 32,879 SH | New |
| DOMO INC | COM CL B | $1.9M | 0.9% | 119,902 SH | New |
| ELI LILLY & CO | COM | $1.2M | 0.5% | 1,591 SH | New |
| EOG RES INC | COM | $2.2M | 1.0% | 19,255 SH | New |
| EVOLV TECHNOLOGIES HLDNGS IN | COM CL A | $775K | 0.3% | 102,685 SH | New |
| FIDELITY WISE ORIGIN BITCOIN | SHS | $599K | 0.3% | 6,000 SH | New |
| FIRST SOLAR INC | COM | $9.5M | 4.3%Prev: 3.3% | 42,905 SH | Increased+10,405 SH |
| FIVE BELOW INC | COM | $9.4M | 4.2%Prev: 3.3% | 60,837 SH | Increased+18,039 SH |
| FLUENCE ENERGY INC | COM CL A | $1.2M | 0.6% | 115,000 SH | New |
| GFL ENVIRONMENTAL INC | SUB VTG SHS | $2.3M | 1.0% | 49,030 SH | New |
| HALOZYME THERAPEUTICS INC | COM | $6.6M | 2.9%Prev: 3.9% | 89,426 SH | Decreased-26,990 SH |
| INDIVIOR PLC | ORD | $799K | 0.4% | 33,143 SH | New |
| LAM RESEARCH CORP | COM NEW | $670K | 0.3% | 5,000 SH | New |
| LUMENTUM HLDGS INC | COM | $8.4M | 3.8%Prev: 2.1% | 51,411 SH | Increased+45,766 SH |
| MAGNITE INC | COM | $2.7M | 1.2% | 126,080 SH | New |
| MDXHEALTH SA | SHS NEW | $721K | 0.3% | 155,000 SH | New |
| META PLATFORMS INC | CL A | $10.3M | 4.6%Prev: 1.2% | 13,978 SH | Increased+8,978 SH |
| MODINE MFG CO | COM | $9.3M | 4.2%Prev: 1.5% | 65,116 SH | Increased+52,250 SH |
| MONRO INC | COM | $809K | 0.4%Prev: 1.1% | 45,000 SH | Decreased-98,663 SH |
| NEBIUS GROUP N.V. | SHS CLASS A | $3.6M | 1.6% | 32,179 SH | New |
| NETFLIX INC | COM | $2.9M | 1.3% | 2,383 SH | New |
| NPK INTERNATIONAL INC | COM SHS | $1.9M | 0.9% | 170,434 SH | New |
| NVIDIA CORPORATION | COM | $6.0M | 2.7%Prev: 5.6% | 31,920 SH | Decreased-33,348 SH |
| OLLIES BARGAIN OUTLET HLDGS | COM | $836K | 0.4% | 6,510 SH | New |
| ORACLE CORP | COM | $3.6M | 1.6% | 12,662 SH | New |
| PELOTON INTERACTIVE INC | CL A COM | $3.6M | 1.6%Prev: 1.6% | 396,065 SH | Decreased-235,564 SH |
| PULSE BIOSCIENCES INC | COM | $637K | 0.3%Prev: 1.2% | 35,996 SH | Decreased-62,058 SH |
| RIMINI STR INC DEL | COM | $607K | 0.3% | 129,608 SH | New |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $20.3M | 9.1%Prev: 16.7% | 85,981 SH | Decreased+45,706 SH |
| SNOWFLAKE INC | COM SHS | $6.5M | 2.9%Prev: 2.7% | 28,861 SH | Increased+4,360 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $43.1M | 19.4% | 64,700 SH | New |
| SUPER MICRO COMPUTER INC | COM NEW | $2.2M | 1.0% | 46,900 SH | New |
| TWILIO INC | CL A | $3.7M | 1.6%Prev: 3.2% | 36,611 SH | Decreased+128 SH |
| UNITY SOFTWARE INC | COM | $1.6M | 0.7% | 39,655 SH | New |
| UNIVERSAL DISPLAY CORP | COM | $3.1M | 1.4% | 21,695 SH | New |
| WAYFAIR INC | CL A | $8.1M | 3.7%Prev: 1.0% | 91,053 SH | Increased+64,826 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 |