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CIK 0001950490 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $7.1M | 5.0%Prev: 4.7% | 34,251 SH | Increased+12,740 SH |
| ANTERIX INC | COM | $5.2M | 3.6% | 135,000 SH | New |
| BLEND LABS INC | CL A | $1.3M | 0.9%Prev: 2.1% | 772,689 SH | Decreased+218,599 SH |
| BOOT BARN HLDGS INC | COM | $4.1M | 2.9% | 28,104 SH | New |
| CECO ENVIRONMENTAL CORP | COM | $4.0M | 2.8% | 66,566 SH | New |
| CHENIERE ENERGY INC | COM NEW | $4.3M | 3.0% | 15,000 SH | New |
| DIAMONDBACK ENERGY INC | COM | $1.5M | 1.0% | 7,500 SH | New |
| ELI LILLY & CO | COM | $4.8M | 3.4%Prev: 3.6% | 5,231 SH | Increased+1,507 SH |
| ETON PHARMACEUTICALS INC | COM | $4.6M | 3.2% | 185,000 SH | New |
| EVOLV TECHNOLOGIES HLDNGS IN | COM CL A | $808K | 0.6% | 133,619 SH | New |
| FIVE BELOW INC | COM | $9.0M | 6.3% | 39,298 SH | New |
| HALOZYME THERAPEUTICS INC | COM | $7.5M | 5.3%Prev: 10.0% | 116,416 SH | Decreased-18,839 SH |
| HINGE HEALTH INC | CL A | $1.7M | 1.2% | 45,000 SH | New |
| KURA SUSHI USA INC | CL A COM | $3.5M | 2.5% | 50,000 SH | New |
| LIGHTWAVE LOGIC INC | COM | $527K | 0.4% | 75,000 SH | New |
| LUMENTUM HLDGS INC | COM | $13.5M | 9.5% | 19,186 SH | New |
| MAYVILLE ENGR CO INC | COM | $2.5M | 1.8% | 140,000 SH | New |
| MDXHEALTH SA | SHS NEW | $549K | 0.4% | 238,668 SH | New |
| MOBILEYE GLOBAL INC | COMMON CLASS A | $344K | 0.2% | 50,000 SH | New |
| MODINE MFG CO | COM | $5.7M | 4.0%Prev: 2.2% | 26,240 SH | Increased+1,101 SH |
| MONRO INC | COM | $2.9M | 2.0% | 178,663 SH | New |
| NETFLIX INC. | COM | $5.8M | 4.1% | 60,200 SH | New |
| NEURAXIS INC | COM | $1.4M | 1.0% | 190,000 SH | New |
| NORDIC AMERICAN TANKERS LIMI | COM | $1.3M | 0.9% | 225,000 SH | New |
| NPK INTERNATIONAL INC | COM SHS | $1.9M | 1.3% | 127,754 SH | New |
| NVIDIA CORPORATION | COM | $4.4M | 3.1%Prev: 1.6% | 24,986 SH | Increased+12,486 SH |
| ON SEMICONDUCTOR CORP | COM | $3.6M | 2.5% | 57,500 SH | New |
| PELOTON INTERACTIVE INC | CL A COM | $2.3M | 1.6%Prev: 1.4% | 531,629 SH | Increased+341,615 SH |
| PORCH GROUP INC | COM | $1.9M | 1.4% | 269,900 SH | New |
| PULSE BIOSCIENCES INC | COM | $1.3M | 0.9%Prev: 1.0% | 58,054 SH | Increased+5,331 SH |
| RANK ONE COMPUTING CORP | COM SHS | $1.2M | 0.9% | 175,000 SH | New |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $15.1M | 10.6%Prev: 12.9% | 38,476 SH | Increased-92,957 SH |
| SHARONAI HOLDINGS INC | COM CL A | $455K | 0.3% | 20,000 SH | New |
| SNOWFLAKE INC | COM SHS | $1.4M | 1.0% | 9,501 SH | New |
| STARBUCKS CORP | COM | $905K | 0.6% | 10,100 SH | New |
| TWILIO INC | CL A | $7.0M | 4.9%Prev: 1.1% | 55,689 SH | Increased+45,689 SH |
| WAYFAIR INC | CL A | $5.0M | 3.5% | 66,227 SH | New |
| WOLFSPEED INC | COMMON STOCK | $2.3M | 1.6% | 140,000 SH | New |
| 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 |