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CIK 0001643351 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ANTERO RESOURCES CORP | COM | $11.0M | 4.9%Prev: 6.6% | 320,000 SH | Decreased-150,000 SH |
| APPLIED DIGITAL CORP | COM NEW | $24.5M | 10.8%Prev: 15.8% | 1,000,000 SH | Decreased-640,000 SH |
| CHURCHILL CAP CORP X | SHS CL A | $6.2M | 2.8% | 400,000 SH | New |
| CLEAR SECURE INC | COM CL A | $9.6M | 4.3%Prev: 3.1% | 275,000 SH | Increased+55,000 SH |
| COMMSCOPE HLDG CO INC | COM | $2.7M | 1.2%Prev: 4.9% | 150,000 SH | Decreased-600,000 SH |
| ECHOSTAR CORP | CL A | $39.7M | 17.6%Prev: 12.8% | 365,000 SH | Increased-35,000 SH |
| EVERUS CONSTR GROUP | COM | $2.6M | 1.1%Prev: 1.1% | 30,000 SH | Decreased |
| FIRST SOLAR INC | COM | $10.4M | 4.6%Prev: 3.7% | 40,000 SH | Increased |
| GLOBALSTAR INC | COM NEW | $10.1M | 4.5%Prev: 2.5% | 165,111 SH | Increased |
| INNODATA INC | COM NEW | $16.8M | 7.4%Prev: 11.6% | 330,000 SH | Decreased-30,000 SH |
| LENZ THERAPEUTICS INC | COM | $3.2M | 1.4%Prev: 3.9% | 200,000 SH | Decreased |
| LUMEN TECHNOLOGIES INC | COM | $3.1M | 1.4% | 400,000 SH | New |
| LYFT INC | CL A COM | $7.7M | 3.4%Prev: 3.7% | 400,000 SH | Decreased |
| MODERNA INC | COM | $3.8M | 1.7%Prev: 0.6% | 130,000 SH | Increased+70,000 SH |
| NEBIUS GROUP N.V. | SHS CLASS A | $11.3M | 5.0%Prev: 6.6% | 135,000 SH | Decreased-5,000 SH |
| NEXTDOOR HOLDINGS INC | COM CL A | $4.4M | 2.0%Prev: 2.3% | 2,100,000 SH | Decreased-500,000 SH |
| NEXTNAV INC | COMMON STOCK | $34.4M | 15.2%Prev: 12.2% | 2,065,818 SH | Increased+25,818 SH |
| SABLE OFFSHORE CORP | COM SHS | $3.2M | 1.4% | 350,000 SH | New |
| SUNRUN INC | COM | $9.2M | 4.1% | 500,000 SH | New |
| SUPER MICRO COMPUTER INC | COM NEW | $6.6M | 2.9%Prev: 5.0% | 225,000 SH | Decreased-25,000 SH |
| T1 ENERGY INC | COM NEW | $5.3M | 2.4% | 800,000 SH | New |
| 13F-HR |
| 0001643351-26-000007 |
| $269.0M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001643351-25-000005 | $168.6M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001643351-26-000006 | $207.1M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001643351-25-000003 | $137.2M | View |