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CIK 0001837320 • 6 13F filings • May 5, 2025 – Aug 6, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $8.6M | 3.5%Prev: 2.8% | 27,370 SH | Increased |
| ALPHABET INC | CAP STK CL C | $9.4M | 3.8%Prev: 3.1% | 30,020 SH | Increased |
| AMAZON COM INC | COM | $12.2M | 4.9%Prev: 4.8% | 52,693 SH | Increased+1,400 SH |
| AMERICAN EXPRESS | COM | $740K | 0.3%Prev: 0.3% | 2,000 SH | Increased |
| APPLE INC | COM | $137.6M | 55.6%Prev: 55.2% | 505,976 SH | Increased-1,100 SH |
| BANK OF AMERICA CORP | COM | $6.5M | 2.6%Prev: 2.6% | 117,500 SH | Increased |
| INTUITIVE SURGICAL INC | COM NEW | $8.2M | 3.3%Prev: 2.8% | 14,450 SH | Increased-375 SH |
| MASTERCARD INCORPORATED | CL A | $4.1M | 1.6%Prev: 1.7% | 7,150 SH | Increased |
| META PLATFORMS INC | CL A | $1.6M | 0.6%Prev: 0.6% | 2,430 SH | Increased+630 SH |
| NETFLIX INC | COM | $5.8M | 2.3%Prev: 3.2% | 61,910 SH | Decreased+55,719 SH |
| NVIDIA CORPORATION | COM | $5.9M | 2.4%Prev: 2.5% | 31,834 SH | Decreased |
| TESLA INC | COM | $45.2M | 18.3%Prev: 19.1% | 100,452 SH | Increased+35 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $1.7M | 0.7%Prev: 0.7% | 3,000 SH | Increased-250 SH |
| 13F-HR |
| 0001837320-26-000003 |
| $257.5M |
| View |
| Aug 11, 2025 | Q2 2025 | 13F-HR | 0001837320-25-000008 | $193.8M | View |
| May 6, 2026 | Q1 2026 | 13F-HR | 0001837320-26-000002 | $224.4M | View |
| May 5, 2025 | Q1 2025 | 13F-HR | 0001837320-25-000007 | $192.0M | View |