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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 | $8.0M | 3.6%Prev: 2.2% | 27,870 SH | Increased+750 SH |
| ALPHABET INC | CAP STK CL C | $8.6M | 3.8%Prev: 2.4% | 30,020 SH | Increased |
| AMAZON COM INC | COM | $11.0M | 4.9%Prev: 5.1% | 52,743 SH | Increased+1,100 SH |
| AMERICAN EXPRESS | COM | $416K | 0.2%Prev: 0.3% | 1,375 SH | Decreased-625 SH |
| APPLE INC | COM | $128.3M | 57.2%Prev: 59.3% | 505,476 SH | Increased-7,005 SH |
| BANK OF AMERICA CORP | COM | $5.7M | 2.6%Prev: 4.1% | 117,500 SH | Decreased-71,948 SH |
| INTUITIVE SURGICAL INC | COM NEW | $6.7M | 3.0%Prev: 3.9% | 14,575 SH | Decreased-550 SH |
| MASTERCARD INCORPORATED | CL A | $3.1M | 1.4%Prev: 2.0% | 6,300 SH | Decreased-850 SH |
| META PLATFORMS INC | CL A | $1.4M | 0.6%Prev: 0.5% | 2,405 SH | Increased+680 SH |
| NETFLIX INC | COM | $6.0M | 2.7%Prev: 3.0% | 62,513 SH | Increased+56,332 SH |
| NVIDIA CORPORATION | COM | $5.5M | 2.5%Prev: 1.8% | 31,813 SH | Increased-96 SH |
| PALANTIR TECHNOLOGIES | CL A | $651K | 0.3% | 4,450 SH | New |
| TESLA INC | COM | $37.4M | 16.7%Prev: 13.5% | 100,616 SH | Increased+325 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $1.5M | 0.7%Prev: 0.8% | 3,000 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 |