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CIK 0002011563 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AIRJOULE TECHNOLOGIES CORP | CL A | $12.6M | 5.6% | 2,280,601 SH | New |
| ALPHABET INC | CAP STK CL A | $7.2M | 3.2%Prev: 2.7% | 20,100 SH | Increased |
| AMAZON COM INC | COM | $28.9M | 12.8%Prev: 11.6% | 121,300 SH | Increased+52,500 SH |
| ANTERO RESOURCES CORP | COM | $7.5M | 3.3%Prev: 6.6% | 213,269 SH | Decreased |
| ASML HLDG NV | N Y REGISTRY SHS | $23.9M | 10.6% | 12,000 SH | New |
| ECHOSTAR CORP | CL A | $42.8M | 19.0%Prev: 20.5% | 422,000 SH | Increased-543,065 SH |
| EXPAND ENERGY CORPORATION | COM | $6.4M | 2.8%Prev: 6.3% | 69,700 SH | Decreased |
| FLOWSERVE CORP | COM | $9.3M | 4.1% | 125,000 SH | New |
| GENERAC HLDGS INC | COM | $9.4M | 4.2% | 32,000 SH | New |
| MICROSOFT CORP | COM | $25.2M | 11.2%Prev: 14.4% | 67,600 SH | Increased+29,800 SH |
| QXO INC | COM NEW | $13.7M | 6.1%Prev: 3.6% | 795,000 SH | Increased+580,000 SH |
| TRANSDIGM GROUP INC | COM | $8.3M | 3.7%Prev: 7.2% | 6,200 SH | Decreased |
| VALMONT INDS INC | COM | $19.1M | 8.5% | 33,000 SH | New |
| VERSIGENT PLC | ORDINARY SHARES | $7.2M | 3.2% | 172,483 SH | New |
| VERTIV HOLDINGS CO | COM CL A | $3.6M | 1.6%Prev: 4.6% | 10,800 SH | Decreased-36,000 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 |