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CIK 0002054677 • 3 13F filings • May 8, 2026 – Oct 21, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $568K | 0.4%Prev: 1.5% | 3,510 SH | Decreased-912 SH |
| AFFIRM HLDGS INC | COM CL A | $225K | 0.2% | 3,085 SH | New |
| ALPHABET INC | CAP STK CL A | $2.1M | 1.4%Prev: 1.6% | 8,710 SH | Decreased+1,040 SH |
| ALPHABET INC | CAP STK CL C | $1.5M | 1.0%Prev: 1.9% | 6,230 SH | Decreased-3,042 SH |
| AMAZON COM INC | COM | $7.5M | 5.1%Prev: 3.8% | 34,235 SH | Increased+6,730 SH |
| APPLE INC | COM | $7.1M | 4.8%Prev: 3.8% | 27,890 SH | Increased+5,179 SH |
| APPLIED MATLS INC | COM | $424K | 0.3%Prev: 0.8% | 2,070 SH | Decreased+80 SH |
| APPLOVIN CORP | CALL | $1.5M | 1.0% | 109 PRN | New |
| APPLOVIN CORP | COM CL A | $8.7M | 5.9%Prev: 3.2% | 12,145 SH | Increased+1,235 SH |
| ARGAN INC | COM | $1.3M | 0.9%Prev: 0.9% | 4,910 SH | Decreased+2,920 SH |
| ARISTA NETWORKS INC | COM SHS | $372K | 0.3%Prev: 0.2% | 2,550 SH | Decreased+77 SH |
| ASTERA LABS INC | CALL | $635K | 0.4%Prev: 1.4% | 65 PRN | Decreased-3 PRN |
| AXON ENTERPRISE INC | COM | $3.8M | 2.5%Prev: 2.1% | 5,250 SH | Increased-1,300 SH |
| BLOOM ENERGY CORP | CALL | $1.8M | 1.2%Prev: 0.4% | 363 PRN | Increased+328 PRN |
| BOOKING HOLDINGS INC | COM | $1.1M | 0.7%Prev: 0.3% | 201 SH | Increased-3,124 SH |
| BROADCOM INC | COM | $4.6M | 3.1%Prev: 2.9% | 13,860 SH | Decreased+710 SH |
| CADENCE DESIGN SYSTEM INC | COM | $211K | 0.1% | 600 SH | New |
| CARVANA CO | CL A | $2.8M | 1.9%Prev: 0.7% | 7,320 SH | Increased-12,330 SH |
| CAVA GROUP INC | COM | $210K | 0.1% | 3,475 SH | New |
| CELESTICA INC | COM | $493K | 0.3%Prev: 1.4% | 2,000 SH | Decreased-4,700 SH |
| CENTRUS ENERGY CORP | CL A | $465K | 0.3%Prev: 0.1% | 1,500 SH | Increased+150 SH |
| COMFORT SYS USA INC | COM | $1.5M | 1.0%Prev: 2.8% | 1,800 SH | Decreased-700 SH |
| CONSTELLATION ENERGY CORP | COM | $1.7M | 1.1%Prev: 0.5% | 5,120 SH | Increased+1,520 SH |
| COREWEAVE INC | CALL | $422K | 0.3%Prev: 0.1% | 58 PRN | Increased+8 PRN |
| CROWDSTRIKE HLDGS INC | CL A | $4.4M | 3.0%Prev: 3.3% | 9,000 SH | Decreased+1,475 SH |
| D-WAVE QUANTUM INC | COM | $377K | 0.3%Prev: 0.1% | 15,267 SH | Increased+5,215 SH |
| ELI LILLY & CO | COM | $610K | 0.4%Prev: 0.4% | 800 SH | Decreased+247 SH |
| ENPHASE ENERGY INC | COM | $766K | 0.5%Prev: 0.6% | 21,640 SH | Decreased-435 SH |
| HCA HEALTHCARE INC | COM | $256K | 0.2%Prev: 0.1% | 600 SH | Increased |
| HIMS & HERS HEALTH INC | COM CL A | $237K | 0.2% | 4,175 SH | New |
| HOME DEPOT INC | COM | $527K | 0.4%Prev: 0.2% | 1,300 SH | Increased+200 SH |
| INTUIT | COM | $205K | 0.1% | 300 SH | New |
| INTUITIVE SURGICAL INC | COM NEW | $984K | 0.7%Prev: 0.5% | 2,201 SH | Increased+201 SH |
| IONQ INC | COM | $547K | 0.4% | 8,887 SH | New |
| IREN LIMITED | CALL | $1.4M | 1.0% | 557 PRN | New |
| KLA CORP | COM NEW | $431K | 0.3%Prev: 0.7% | 400 SH | Decreased-3,650 SH |
| LAM RESEARCH CORP | COM NEW | $710K | 0.5%Prev: 1.0% | 5,300 SH | Decreased+1,260 SH |
| LUCID GROUP INC | COM NEW | $241K | 0.2%Prev: 0.1% | 10,110 SH | Increased-11,376 SH |
| MASTERCARD INCORPORATED | CL A | $1.7M | 1.1%Prev: 0.8% | 2,935 SH | Increased+375 SH |
| MEDPACE HLDGS INC | COM | $314K | 0.2%Prev: 0.2% | 610 SH | Decreased |
| META PLATFORMS INC | CL A | $11.0M | 7.4%Prev: 3.7% | 15,045 SH | Increased+3,525 SH |
| MICRON TECHNOLOGY INC | CALL | $220K | 0.1% | 25 PRN | New |
| MICROSOFT CORP | COM | $3.8M | 2.6%Prev: 0.9% | 7,339 SH | Increased+3,126 SH |
| MONOLITHIC PWR SYS INC | COM | $276K | 0.2%Prev: 0.3% | 300 SH | Decreased-40 SH |
| NEBIUS GROUP N.V. | CALL | $565K | 0.4% | 76 PRN | New |
| NETFLIX INC | COM | $11.7M | 7.8% | 9,722 SH | New |
| NVIDIA CORPORATION | CALL | $476K | 0.3% | 733 PRN | New |
| NVIDIA CORPORATION | COM | $15.3M | 10.3%Prev: 5.8% | 82,223 SH | Increased+31,706 SH |
| OKLO INC | CALL | $1.6M | 1.0% | 368 PRN | New |
| ORACLE CORP | COM | $262K | 0.2%Prev: 0.2% | 930 SH | Decreased-990 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $6.2M | 4.2%Prev: 1.2% | 33,875 SH | Increased+16,620 SH |
| PALO ALTO NETWORKS INC | COM | $204K | 0.1%Prev: 0.2% | 1,000 SH | Decreased-120 SH |
| PLUG POWER INC | COM NEW | $27K | 0.0% | 11,800 SH | New |
| RH | COM | $406K | 0.3% | 2,000 SH | New |
| ROBINHOOD MKTS INC | COM CL A | $3.4M | 2.3%Prev: 1.1% | 23,718 SH | Increased+5,405 SH |
| ROBLOX CORP | CL A | $235K | 0.2% | 1,700 SH | New |
| SERVICENOW INC | COM | $2.7M | 1.8%Prev: 0.8% | 2,950 SH | Increased-10,360 SH |
| SHOPIFY INC | CL A SUB VTG SHS | $927K | 0.6%Prev: 0.2% | 6,235 SH | Increased+3,000 SH |
| SNOWFLAKE INC | COM SHS | $453K | 0.3%Prev: 0.2% | 2,010 SH | Increased+380 SH |
| SPOTIFY TECHNOLOGY S A | SHS | $6.5M | 4.4%Prev: 2.0% | 9,300 SH | Increased+1,800 SH |
| STERLING INFRASTRUCTURE INC | COM | $340K | 0.2%Prev: 1.4% | 1,000 SH | Decreased-1,980 SH |
| STRATEGY INC | CL A NEW | $612K | 0.4%Prev: 0.4% | 1,900 SH | Decreased-6,600 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $585K | 0.4% | 2,095 SH | New |
| TESLA INC | CALL | $315K | 0.2% | 81 PRN | New |
| TESLA INC | COM | $9.4M | 6.3%Prev: 3.2% | 21,200 SH | Increased+8,075 SH |
| UBER TECHNOLOGIES INC | COM | $287K | 0.2% | 2,925 SH | New |
| ULTA BEAUTY INC | COM | $219K | 0.1% | 400 SH | New |
| UNITED RENTALS INC | COM | $1.2M | 0.8%Prev: 0.6% | 1,300 SH | Increased+320 SH |
| UPSTART HLDGS INC | COM | $416K | 0.3% | 8,185 SH | New |
| VERTIV HOLDINGS CO | COM CL A | $1.4M | 0.9%Prev: 2.3% | 9,340 SH | Decreased-2,765 SH |
| VISTRA CORP | COM | $2.8M | 1.9%Prev: 0.3% | 14,460 SH | Increased+11,000 SH |
| 13F-HR |
| 0001951757-25-001355 |
| $148.5M |
| View |
| Aug 10, 2026 | Q2 2026 | 13F-HR | 0001951757-26-001204 | $174.0M | View |
| Jul 16, 2025 | Q2 2025 | 13F-HR | 0001951757-25-000872 | $89.6M | View |
| May 8, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000803 | $128.5M | View |
| Apr 25, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000453 | $90.3M | View |