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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 | $3.4M | 1.8%Prev: 1.9% | 45,377 SH | Decreased-12,778 SH |
| ALPHABET INC | CAP STK CL C | $5.6M | 3.0%Prev: 1.4% | 18,000 SH | Increased+5,069 SH |
| AMAZON COM INC | COM | $8.4M | 4.5%Prev: 2.5% | 36,251 SH | Increased+11,409 SH |
| BIRKENSTOCK HOLDING PLC | COM SHS | $4.5M | 2.4% | 110,000 SH | New |
| BLEND LABS INC | CL A | $2.1M | 1.1%Prev: 1.1% | 697,689 SH | Decreased+37,660 SH |
| BLOOM ENERGY CORP | COM CL A | $217K | 0.1% | 2,500 SH | New |
| BOOT BARN HLDGS INC | COM | $6.0M | 3.2%Prev: 2.2% | 34,104 SH | Increased+4,209 SH |
| BRAZE INC | COM CL A | $4.3M | 2.3%Prev: 0.8% | 124,652 SH | Increased+64,652 SH |
| CECO ENVIRONMENTAL CORP | COM | $2.8M | 1.5%Prev: 1.0% | 46,566 SH | Increased+2,506 SH |
| CHIME FINL INC | COM SHS CL A | $629K | 0.3% | 25,000 SH | New |
| CHIPOTLE MEXICAN GRILL INC | COM | $1.9M | 1.0% | 50,000 SH | New |
| CITIGROUP INC | COM NEW | $4.3M | 2.3% | 36,818 SH | New |
| CLEARWATER ANALYTICS HLDGS I | CL A | $2.4M | 1.3% | 100,000 SH | New |
| CRH PLC | ORD | $4.3M | 2.3%Prev: 1.8% | 34,748 SH | Increased+1,869 SH |
| ELI LILLY & CO | COM | $3.5M | 1.9%Prev: 0.5% | 3,281 SH | Increased+1,690 SH |
| EVOLV TECHNOLOGIES HLDNGS IN | COM CL A | $778K | 0.4%Prev: 0.3% | 108,619 SH | Increased+5,934 SH |
| FIRST SOLAR INC | COM | $2.7M | 1.5%Prev: 4.3% | 10,364 SH | Decreased-32,541 SH |
| FIVE BELOW INC | COM | $9.4M | 5.0%Prev: 4.2% | 49,798 SH | Decreased-11,039 SH |
| HALOZYME THERAPEUTICS INC | COM | $8.2M | 4.4%Prev: 2.9% | 122,416 SH | Increased+32,990 SH |
| INDIVIOR PLC | ORD | $2.7M | 1.4%Prev: 0.4% | 75,035 SH | Increased+41,892 SH |
| LIGHTWAVE LOGIC INC | COM | $486K | 0.3% | 150,000 SH | New |
| LUMENTUM HLDGS INC | COM | $28.2M | 15.1%Prev: 3.8% | 76,386 SH | Increased+24,975 SH |
| MDXHEALTH SA | SHS NEW | $852K | 0.5%Prev: 0.3% | 238,668 SH | Increased+83,668 SH |
| MIAMI INTL HLDGS INC | COM | $2.0M | 1.1% | 46,087 SH | New |
| MODINE MFG CO | COM | $6.8M | 3.7%Prev: 4.2% | 51,240 SH | Decreased-13,876 SH |
| MONRO INC | COM | $2.9M | 1.5%Prev: 0.4% | 143,663 SH | Increased+98,663 SH |
| NEBIUS GROUP N.V. | SHS CLASS A | $1.5M | 0.8%Prev: 1.6% | 18,500 SH | Decreased-13,679 SH |
| NETFLIX INC | COM | $3.1M | 1.6%Prev: 1.3% | 32,700 SH | Increased+30,317 SH |
| NEURAXIS INC | COM | $749K | 0.4% | 165,000 SH | New |
| NPK INTERNATIONAL INC | COM SHS | $2.4M | 1.3%Prev: 0.9% | 202,754 SH | Increased+32,320 SH |
| NVIDIA CORPORATION | COM | $18.3M | 9.8%Prev: 2.7% | 98,086 SH | Increased+66,166 SH |
| PELOTON INTERACTIVE INC | CL A COM | $3.1M | 1.7%Prev: 1.6% | 501,629 SH | Decreased+105,564 SH |
| PULSE BIOSCIENCES INC | COM | $522K | 0.3%Prev: 0.3% | 38,054 SH | Decreased+2,058 SH |
| ROSS STORES INC | COM | $2.7M | 1.5% | 15,000 SH | New |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $14.8M | 8.0%Prev: 9.1% | 53,876 SH | Decreased-32,105 SH |
| SNOWFLAKE INC | COM SHS | $4.5M | 2.4%Prev: 2.9% | 20,501 SH | Decreased-8,360 SH |
| TWILIO INC | CL A | $5.8M | 3.1%Prev: 1.6% | 40,689 SH | Increased+4,078 SH |
| WAYFAIR INC | CL A | $9.4M | 5.1%Prev: 3.7% | 93,727 SH | Increased+2,674 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 |