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CIK 0002055400 • 7 13F filings • May 13, 2025 – Oct 20, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADOBE INC | COM | $40.0M | 4.4% | 195,000 SH | New |
| BLOCK H & R INC | COM | $53.3M | 5.9% | 1,400,000 SH | New |
| COMCAST CORP NEW | CL A | $61.0M | 6.8% | 2,483,669 SH | New |
| DENTSPLY SIRONA INC | COM | $27.6M | 3.1% | 2,600,000 SH | New |
| EXPEDIA GROUP INC | COM NEW | $58.2M | 6.4%Prev: 7.7% | 227,558 SH | Increased+113,558 SH |
| FACTSET RESH SYS INC | COM | $51.5M | 5.7% | 223,991 SH | New |
| GODADDY INC | CL A | $57.4M | 6.4% | 676,000 SH | New |
| GRAVITY CO LTD | SPONSORED ADS NE | $9.4M | 1.0%Prev: 2.3% | 139,744 SH | Increased+50,000 SH |
| INTUIT | COM | $39.1M | 4.3% | 150,000 SH | New |
| KASPI KZ JSC | SPONSORED ADS | $53.7M | 5.9% | 620,000 SH | New |
| LKQ CORP | COM | $13.6M | 1.5% | 516,724 SH | New |
| MATCH GROUP INC NEW | COM | $38.1M | 4.2% | 1,000,007 SH | New |
| META PLATFORMS INC | CL A | $33.8M | 3.7% | 60,000 SH | New |
| MOLSON COORS BEVERAGE CO | CL B | $35.1M | 3.9%Prev: 8.0% | 900,000 SH | Increased+484,659 SH |
| PDD HOLDINGS INC | SPONSORED ADS | $22.9M | 2.5% | 300,000 SH | New |
| REGENERON PHARMACEUTICALS | COM | $18.7M | 2.1% | 30,000 SH | New |
| SALLY BEAUTY HLDGS INC | COM | $42.4M | 4.7%Prev: 8.1% | 2,995,854 SH | Increased+799,834 SH |
| SNAP INC | CL A | $17.8M | 2.0% | 4,000,000 SH | New |
| TENCENT MUSIC ENTMT GROUP | SPON ADS | $27.2M | 3.0% | 3,260,259 SH | New |
| THE CIGNA GROUP | COM | $56.0M | 6.2% | 203,000 SH | New |
| UNIVERSAL HLTH SVCS INC | CL B | $56.5M | 6.3% | 379,993 SH | New |
| VIPSHOP HLDGS LTD | SPONSORED ADS A | $51.1M | 5.7% | 3,850,000 SH | New |
| ZOETIS INC | CL A | $38.8M | 4.3% | 540,000 SH | New |
| 13F-HR |
| 0002055400-25-000005 |
| $369.2M |
| View |
| Jul 31, 2026 | Q2 2026 | 13F-HR | 0002055400-26-000004 | $903.0M | View |
| Aug 8, 2025 | Q2 2025 | 13F-HR | 0002055400-25-000003 | $250.8M | View |
| May 11, 2026 | Q1 2026 | 13F-HR | 0002055400-26-000003 | $757.0M | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0002055400-25-000002 | $167.3M | View |