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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 | $6.7M | 2.8%Prev: 3.9% | 27,370 SH | Decreased-650 SH |
| ALPHABET INC | CAP STK CL C | $7.3M | 3.1%Prev: 4.1% | 30,020 SH | Decreased |
| AMAZON COM INC | COM | $11.3M | 4.8%Prev: 4.9% | 51,293 SH | Decreased-1,500 SH |
| AMERICAN EXPRESS | COM | $664K | 0.3%Prev: 0.2% | 2,000 SH | Increased+625 SH |
| APPLE INC | COM | $129.1M | 55.2%Prev: 56.8% | 507,076 SH | Decreased+1,234 SH |
| BANK OF AMERICA CORP | COM | $6.1M | 2.6%Prev: 2.0% | 117,500 SH | Increased+25,000 SH |
| INTUITIVE SURGICAL INC | COM NEW | $6.6M | 2.8%Prev: 2.3% | 14,825 SH | Increased |
| MASTERCARD INCORPORATED | CL A | $4.1M | 1.7%Prev: 1.2% | 7,150 SH | Increased+1,350 SH |
| META PLATFORMS INC | CL A | $1.3M | 0.6%Prev: 0.5% | 1,800 SH | Decreased-580 SH |
| NETFLIX INC | COM | $7.4M | 3.2%Prev: 1.8% | 6,191 SH | Increased-57,323 SH |
| NVIDIA CORPORATION | COM | $5.9M | 2.5%Prev: 4.8% | 31,834 SH | Decreased-30,009 SH |
| NXP SEMICONDUCTORS NV | COM | $1.3M | 0.5% | 5,600 SH | New |
| TESLA INC | COM | $44.7M | 19.1%Prev: 16.5% | 100,417 SH | Increased-369 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $1.6M | 0.7%Prev: 0.6% | 3,250 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 |