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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 ENERGY INDS | COM | $366K | 0.2% | 1,300 SH | New |
| ADVANCED MICRO DEVICES INC | COM | $3.3M | 2.0%Prev: 0.4% | 5,357 SH | Increased+1,847 SH |
| ALPHABET INC | CAP STK CL A | $2.2M | 1.4%Prev: 1.4% | 6,500 SH | Increased-2,210 SH |
| ALPHABET INC | CAP STK CL C | $4.5M | 2.7%Prev: 1.0% | 13,252 SH | Increased+7,022 SH |
| AMAZON COM INC | COM | $6.5M | 3.9%Prev: 5.1% | 26,040 SH | Decreased-8,195 SH |
| APPLE INC | COM | $7.3M | 4.4%Prev: 4.8% | 21,971 SH | Increased-5,919 SH |
| APPLIED MATLS INC | COM | $987K | 0.6%Prev: 0.3% | 1,930 SH | Increased-140 SH |
| APPLIED OPTOELECTRONICS INC | COM | $470K | 0.3% | 4,740 SH | New |
| APPLOVIN CORP | COM CL A | $2.7M | 1.6%Prev: 5.9% | 9,180 SH | Decreased-2,965 SH |
| ARDAGH METAL PACKAGING S A | SHS | $418K | 0.3% | 96,370 SH | New |
| ARGAN INC | COM | $705K | 0.4%Prev: 0.9% | 1,865 SH | Decreased-3,045 SH |
| ARISTA NETWORKS INC | CALL | $418K | 0.3% | 51 PRN | New |
| ARISTA NETWORKS INC | COM SHS | $697K | 0.4%Prev: 0.3% | 3,423 SH | Increased+873 SH |
| ARM HOLDINGS PLC | CALL | $255K | 0.2% | 23 PRN | New |
| ASTERA LABS INC | CALL | $913K | 0.6%Prev: 0.4% | 55 PRN | Increased-10 PRN |
| ASTERA LABS INC | COM | $1.6M | 1.0% | 4,430 SH | New |
| AXON ENTERPRISE INC | COM | $2.3M | 1.4%Prev: 2.5% | 5,385 SH | Decreased+135 SH |
| BLOOM ENERGY CORP | CALL | $343K | 0.2%Prev: 1.2% | 23 PRN | Decreased-340 PRN |
| BLOOM ENERGY CORP | COM CL A | $8.9M | 5.4% | 32,162 SH | New |
| BOOKING HOLDINGS INC | COM | $252K | 0.2%Prev: 0.7% | 1,545 SH | Decreased+1,344 SH |
| BROADCOM INC | COM | $4.4M | 2.7%Prev: 3.1% | 12,445 SH | Decreased-1,415 SH |
| CARVANA CO | CL A | $1.1M | 0.7%Prev: 1.9% | 18,200 SH | Decreased+10,880 SH |
| CELESTICA INC | COM | $3.0M | 1.8%Prev: 0.3% | 8,250 SH | Increased+6,250 SH |
| CLOUDFLARE INC | CL A COM | $365K | 0.2% | 1,050 SH | New |
| COMFORT SYS USA INC | COM | $4.3M | 2.6%Prev: 1.0% | 2,600 SH | Increased+800 SH |
| CONSTELLATION ENERGY CORP | COM | $686K | 0.4%Prev: 1.1% | 2,700 SH | Decreased-2,420 SH |
| COREWEAVE INC | COM CL A | $375K | 0.2% | 4,310 SH | New |
| CORNING INC | COM | $1.7M | 1.0% | 11,100 SH | New |
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | $1.7M | 1.0% | 8,590 SH | New |
| CROWDSTRIKE HLDGS INC | CL A | $6.8M | 4.1%Prev: 3.0% | 25,525 SH | Increased+16,525 SH |
| DATADOG INC | CALL | $234K | 0.1% | 21 PRN | New |
| DATADOG INC | CL A COM | $487K | 0.3% | 1,780 SH | New |
| DELL TECHNOLOGIES INC | CL C | $436K | 0.3% | 810 SH | New |
| ELI LILLY & CO | COM | $779K | 0.5%Prev: 0.4% | 673 SH | Increased-127 SH |
| ENPHASE ENERGY INC | COM | $728K | 0.4%Prev: 0.5% | 22,075 SH | Decreased+435 SH |
| FABRINET | SHS | $509K | 0.3% | 1,200 SH | New |
| HCA HEALTHCARE INC | COM | $256K | 0.2%Prev: 0.2% | 600 SH | Increased |
| HOME DEPOT INC | COM | $313K | 0.2%Prev: 0.4% | 1,100 SH | Decreased-200 SH |
| ILLUMINA INC | COM | $249K | 0.2% | 910 SH | New |
| INTUITIVE SURGICAL INC | COM NEW | $732K | 0.4%Prev: 0.7% | 1,800 SH | Decreased-401 SH |
| IREN LIMITED | ORDINARY SHARES | $499K | 0.3% | 12,205 SH | New |
| ISHARES TR | CORE S&P TTL STK | $283K | 0.2% | 1,700 SH | New |
| KLA CORP | COM NEW | $731K | 0.4%Prev: 0.3% | 3,750 SH | Increased+3,350 SH |
| LAM RESEARCH CORP | COM NEW | $1.4M | 0.8%Prev: 0.5% | 4,190 SH | Increased-1,110 SH |
| LUMENTUM HLDGS INC | COM | $6.8M | 4.1% | 7,035 SH | New |
| MARVELL TECHNOLOGY INC | CALL | $1.7M | 1.0% | 135 PRN | New |
| MARVELL TECHNOLOGY INC | COM | $564K | 0.3% | 2,135 SH | New |
| MASTERCARD INCORPORATED | CL A | $1.4M | 0.8%Prev: 1.1% | 2,520 SH | Decreased-415 SH |
| MEDPACE HLDGS INC | COM | $381K | 0.2%Prev: 0.2% | 610 SH | Increased |
| META PLATFORMS INC | CL A | $8.0M | 4.9%Prev: 7.4% | 11,087 SH | Decreased-3,958 SH |
| MICRON TECHNOLOGY INC | COM | $13.8M | 8.4% | 12,925 SH | New |
| MICROSOFT CORP | COM | $2.2M | 1.3%Prev: 2.6% | 4,300 SH | Decreased-3,039 SH |
| MODERNA INC | CALL | $856K | 0.5% | 63 PRN | New |
| MODERNA INC | COM | $622K | 0.4% | 3,230 SH | New |
| MONGODB INC | CL A | $488K | 0.3% | 1,400 SH | New |
| MONOLITHIC PWR SYS INC | COM | $458K | 0.3%Prev: 0.2% | 340 SH | Increased+40 SH |
| NEBIUS GROUP N.V. | SHS CLASS A | $3.1M | 1.9% | 13,050 SH | New |
| NETAPP INC | CALL | $316K | 0.2% | 34 PRN | New |
| NETFLIX INC. | COM | $3.2M | 2.0% | 46,562 SH | New |
| NVENT ELEC PLC | SHS | $470K | 0.3% | 2,930 SH | New |
| NVIDIA CORPORATION | COM | $10.9M | 6.6%Prev: 10.3% | 47,777 SH | Decreased-34,446 SH |
| ORACLE CORP | COM | $968K | 0.6%Prev: 0.2% | 7,050 SH | Increased+6,120 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $2.5M | 1.5%Prev: 4.2% | 13,515 SH | Decreased-20,360 SH |
| PALO ALTO NETWORKS INC | CALL | $250K | 0.2% | 15 PRN | New |
| PALO ALTO NETWORKS INC | COM | $445K | 0.3%Prev: 0.1% | 1,120 SH | Increased+120 SH |
| REVOLUTION MEDICINES INC | COM | $359K | 0.2% | 1,750 SH | New |
| ROBINHOOD MKTS INC | COM CL A | $1.9M | 1.2%Prev: 2.3% | 17,123 SH | Decreased-6,595 SH |
| ROBINHOOD VENTURES FD I | COM SHS | $515K | 0.3% | 18,485 SH | New |
| SANDISK CORP | COM | $2.1M | 1.3% | 1,200 SH | New |
| SERVICENOW INC | COM | $1.3M | 0.8%Prev: 1.8% | 10,000 SH | Decreased+7,050 SH |
| SNOWFLAKE INC | COM SHS | $676K | 0.4%Prev: 0.3% | 1,990 SH | Increased-20 SH |
| SOLARIS ENERGY INFRAS INC | COM CL A | $466K | 0.3% | 6,550 SH | New |
| SPOTIFY TECHNOLOGY S A | SHS | $3.4M | 2.0%Prev: 4.4% | 6,910 SH | Decreased-2,390 SH |
| STERLING INFRASTRUCTURE INC | COM | $2.2M | 1.3%Prev: 0.2% | 4,380 SH | Increased+3,380 SH |
| STRATEGY INC | CL A NEW | $1.2M | 0.7%Prev: 0.4% | 7,600 SH | Increased+5,700 SH |
| SUNRUN INC | COM | $98K | 0.1% | 12,553 SH | New |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $1.3M | 0.8% | 2,900 SH | New |
| TESLA INC | COM | $4.4M | 2.7%Prev: 6.3% | 12,405 SH | Decreased-8,795 SH |
| TOYO CO LTD | ORD SH | $113K | 0.1% | 26,064 SH | New |
| UNITED RENTALS INC | COM | $971K | 0.6%Prev: 0.8% | 970 SH | Decreased-330 SH |
| UNITEDHEALTH GROUP INC | COM | $367K | 0.2% | 1,000 SH | New |
| VALERO ENERGY CORP | CALL | $240K | 0.1% | 18 PRN | New |
| VALERO ENERGY CORP | COM | $291K | 0.2% | 750 SH | New |
| VERTIV HOLDINGS CO | COM CL A | $2.8M | 1.7%Prev: 0.9% | 11,515 SH | Increased+2,175 SH |
| VISTRA CORP | COM | $361K | 0.2%Prev: 1.9% | 2,610 SH | Decreased-11,850 SH |
| WESTERN DIGITAL CORP | COM | $3.2M | 2.0% | 7,140 SH | New |
| 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 |