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CIK 0001950490 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AIB DATA CENTERS INC | COM | $1.0M | 0.4% | 479,550 SH | New |
| AMAZON COM INC | COM | $9.4M | 4.0%Prev: 5.6% | 39,251 SH | Increased+5,486 SH |
| AMTECH SYS INC | COM PAR $0.01N | $577K | 0.2% | 25,000 SH | New |
| ANTERIX INC | COM | $15.9M | 6.8% | 154,377 SH | New |
| AXSOME THERAPEUTICS INC. | COM | $10.8M | 4.6% | 44,000 SH | New |
| BLEND LABS INC | CL A | $1.3M | 0.6%Prev: 1.6% | 772,689 SH | Decreased+133,599 SH |
| BOOST RUN INC | ORD SHS CL A | $582K | 0.3% | 15,000 SH | New |
| CECO ENVIRONMENTAL CORP | COM | $7.9M | 3.4% | 87,460 SH | New |
| CITI TRENDS INC | COM | $7.1M | 3.0% | 122,500 SH | New |
| COHERENT CORP | COM | $986K | 0.4% | 2,500 SH | New |
| CYTOKINETICS INC | COM NEW | $213K | 0.1% | 2,500 SH | New |
| DIGITAL TURBINE INC | COM NEW | $2.5M | 1.1% | 195,000 SH | New |
| ETON PHARMACEUTICALS INC | COM | $7.5M | 3.2% | 208,192 SH | New |
| FIRST SOLAR INC | COM | $7.7M | 3.3% | 32,500 SH | New |
| FIVE BELOW INC | COM | $7.7M | 3.3%Prev: 4.0% | 42,798 SH | Increased+2,798 SH |
| GUARDIAN METAL RES PLC | SPONSORED ADS | $981K | 0.4% | 70,000 SH | New |
| HALOZYME THERAPEUTICS INC | COM | $9.1M | 3.9%Prev: 3.5% | 116,416 SH | Increased+26,416 SH |
| HINGE HEALTH INC | CL A | $11.3M | 4.9% | 136,065 SH | New |
| KOPIN CORP | COM | $1.6M | 0.7% | 350,000 SH | New |
| KURA SUSHI USA INC | CL A COM | $3.7M | 1.6% | 65,000 SH | New |
| LUMENTUM HLDGS INC | COM | $4.8M | 2.1%Prev: 3.6% | 5,645 SH | Increased-44,355 SH |
| MAYVILLE ENGR CO INC | COM | $2.6M | 1.1% | 70,000 SH | New |
| META PLATFORMS INC | CL A | $2.8M | 1.2%Prev: 7.1% | 5,000 SH | Decreased-7,788 SH |
| MICRON TECHNOLOGY INC | COM | $11.5M | 5.0% | 10,000 SH | New |
| MOBILEYE GLOBAL INC | COMMON CLASS A | $484K | 0.2% | 50,000 SH | New |
| MODINE MFG CO | COM | $3.4M | 1.5%Prev: 2.9% | 12,866 SH | Decreased-25,703 SH |
| MONRO INC | COM | $2.5M | 1.1% | 143,663 SH | New |
| NEURAXIS INC | COM | $841K | 0.4% | 115,000 SH | New |
| NVIDIA CORPORATION | COM | $13.1M | 5.6%Prev: 10.3% | 65,268 SH | Decreased-20,982 SH |
| PELOTON INTERACTIVE INC | CL A COM | $3.7M | 1.6%Prev: 1.4% | 631,629 SH | Increased+361,629 SH |
| PORCH GROUP INC | COM | $2.9M | 1.2% | 189,900 SH | New |
| PULSE BIOSCIENCES INC | COM | $2.7M | 1.2%Prev: 0.3% | 98,054 SH | Increased+71,693 SH |
| RANK ONE COMPUTING CORP | COM SHS | $404K | 0.2% | 76,681 SH | New |
| SALESFORCE INC | COM | $3.9M | 1.7% | 25,000 SH | New |
| SAMSARA INC | COM CL A | $1.3M | 0.6% | 40,000 SH | New |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $38.9M | 16.7%Prev: 11.8% | 40,275 SH | Increased-67,941 SH |
| SHARONAI HOLDINGS INC | COM CL A | $9.0M | 3.9% | 106,874 SH | New |
| SILVACO GROUP INC | COM | $1.0M | 0.4% | 75,000 SH | New |
| SNOWFLAKE INC | COM SHS | $6.2M | 2.7% | 24,501 SH | New |
| THE ONCOLOGY INSTITUTE INC | COM | $543K | 0.2% | 100,000 SH | New |
| TWILIO INC | CL A | $7.5M | 3.2%Prev: 1.4% | 36,483 SH | Increased+21,483 SH |
| WAYFAIR INC | CL A | $2.4M | 1.0%Prev: 2.3% | 26,227 SH | Decreased-33,773 SH |
| ZETA GLOBAL HOLDINGS CORP | CL A | $1.9M | 0.8% | 95,000 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 |