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CIK 0002011563 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $4.9M | 3.1%Prev: 3.2% | 20,100 SH | Decreased |
| AMAZON COM INC | COM | $13.7M | 8.6%Prev: 12.8% | 62,300 SH | Decreased-59,000 SH |
| ANTERO RESOURCES CORP | COM | $7.2M | 4.5%Prev: 3.3% | 213,269 SH | Decreased |
| ASML HOLDING N V | N Y REGISTRY SHS | $11.6M | 7.3% | 12,000 SH | New |
| ECHOSTAR CORP | CL A | $54.6M | 34.3%Prev: 19.0% | 715,000 SH | Increased+293,000 SH |
| EXPAND ENERGY CORPORATION | COM | $7.4M | 4.7%Prev: 2.8% | 69,700 SH | Increased |
| MICROSOFT CORP | COM | $16.9M | 10.6%Prev: 11.2% | 32,600 SH | Decreased-35,000 SH |
| NPK INTERNATIONAL INC | COM SHS | $12.0M | 7.6% | 1,062,263 SH | New |
| PERIMETER SOLUTIONS INC | COMMON STOCK | $12.8M | 8.0% | 570,038 SH | New |
| QXO INC | COM NEW | $4.1M | 2.6%Prev: 6.1% | 215,000 SH | Decreased-580,000 SH |
| TRANSDIGM GROUP INC | COM | $8.2M | 5.1%Prev: 3.7% | 6,200 SH | Decreased |
| VERTIV HOLDINGS CO | COM CL A | $5.7M | 3.6%Prev: 1.6% | 37,800 SH | Increased+27,000 SH |
| 13F-HR |
| 0000919574-26-005352 |
| $225.1M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0000919574-25-004886 | $130.4M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0000919574-26-003312 | $198.9M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0000919574-25-003124 | $128.5M | View |