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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 | $10.0M | 3.9%Prev: 2.5% | 28,020 SH | Increased+900 SH |
| ALPHABET INC | CAP STK CL C | $10.6M | 4.1%Prev: 2.7% | 30,020 SH | Increased |
| AMAZON COM INC | COM | $12.6M | 4.9%Prev: 5.8% | 52,793 SH | Increased+1,650 SH |
| AMERICAN EXPRESS | COM | $465K | 0.2%Prev: 0.3% | 1,375 SH | Decreased-625 SH |
| APPLE INC | COM | $146.4M | 56.8%Prev: 53.7% | 505,842 SH | Increased-1,144 SH |
| BANK OF AMERICA CORP | COM | $5.3M | 2.0%Prev: 2.9% | 92,500 SH | Decreased-25,000 SH |
| INTUITIVE SURGICAL INC | COM NEW | $5.9M | 2.3%Prev: 4.2% | 14,825 SH | Decreased-250 SH |
| MASTERCARD INCORPORATED | CL A | $3.0M | 1.2%Prev: 2.1% | 5,800 SH | Decreased-1,350 SH |
| META PLATFORMS INC | CL A | $1.3M | 0.5%Prev: 0.7% | 2,380 SH | Increased+655 SH |
| NETFLIX INC | COM | $4.5M | 1.8%Prev: 4.3% | 63,514 SH | Decreased+57,338 SH |
| NVIDIA CORPORATION | COM | $12.4M | 4.8%Prev: 2.6% | 61,843 SH | Increased+30,309 SH |
| PALANTIR TECHNOLOGIES | CL A | $1.2M | 0.5% | 9,950 SH | New |
| TESLA INC | COM | $42.4M | 16.5%Prev: 16.4% | 100,786 SH | Increased+469 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $1.5M | 0.6%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 |