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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 | $4.8M | 2.5%Prev: 3.6% | 27,120 SH | Decreased-750 SH |
| ALPHABET INC | CAP STK CL C | $5.3M | 2.7%Prev: 3.8% | 30,020 SH | Decreased |
| AMAZON COM INC | COM | $11.2M | 5.8%Prev: 4.9% | 51,143 SH | Increased-1,600 SH |
| AMERICAN EXPRESS | COM | $638K | 0.3%Prev: 0.2% | 2,000 SH | Increased+625 SH |
| APPLE INC | COM | $104.0M | 53.7%Prev: 57.2% | 506,986 SH | Decreased+1,510 SH |
| ARM HOLDINGS PLC | SPONSORED ADS | $1.0M | 0.5% | 6,214 SH | New |
| BANK OF AMERICA CORP | COM | $5.6M | 2.9%Prev: 2.6% | 117,500 SH | Decreased |
| INTUITIVE SURGICAL INC | COM NEW | $8.2M | 4.2%Prev: 3.0% | 15,075 SH | Increased+500 SH |
| MASTERCARD INCORPORATED | CL A | $4.0M | 2.1%Prev: 1.4% | 7,150 SH | Increased+850 SH |
| META PLATFORMS INC | CL A | $1.3M | 0.7%Prev: 0.6% | 1,725 SH | Decreased-680 SH |
| NETFLIX INC | COM | $8.3M | 4.3%Prev: 2.7% | 6,176 SH | Increased-56,337 SH |
| NVIDIA CORPORATION | COM | $5.0M | 2.6%Prev: 2.5% | 31,534 SH | Decreased-279 SH |
| NXP SEMICONDUCTORS NV | COM | $1.3M | 0.7% | 6,035 SH | New |
| TESLA INC | COM | $31.9M | 16.4%Prev: 16.7% | 100,317 SH | Decreased-299 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $1.3M | 0.7%Prev: 0.7% | 3,250 SH | Decreased+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 |