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CIK 0001912187 • 7 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $71.9M | 6.8%Prev: 5.8% | 311,605 SH | Increased+29,830 SH |
| APOLLO GLOBAL MGMT INC | COM | $26.0M | 2.4%Prev: 1.8% | 179,530 SH | Increased+32,475 SH |
| BLUE OWL CAPITAL INC | COM CL A | $93.6M | 8.8%Prev: 7.2% | 6,265,485 SH | Increased+1,774,670 SH |
| CARVANA CO | CL A | $51.6M | 4.9%Prev: 3.8% | 122,262 SH | Increased+15,057 SH |
| COUPANG INC | CL A | $50.8M | 4.8% | 2,154,400 SH | New |
| DATADOG INC | CL A COM | $50.6M | 4.8%Prev: 6.4% | 372,350 SH | Decreased-102,745 SH |
| DOORDASH INC | CL A | $30.2M | 2.8%Prev: 1.2% | 133,535 SH | Increased+84,965 SH |
| DUCOMMUN INC DEL | COM | $37.1M | 3.5%Prev: 4.5% | 390,363 SH | Decreased-111,133 SH |
| ENTEGRIS INC | COM | $93.1M | 8.8%Prev: 8.3% | 1,105,625 SH | Increased+148,845 SH |
| FLOOR & DECOR HLDGS INC | CL A | $56.3M | 5.3%Prev: 5.3% | 925,247 SH | Increased+168,497 SH |
| HUBSPOT INC | COM | $63.3M | 6.0%Prev: 5.4% | 157,785 SH | Increased+36,280 SH |
| JAMES HARDIE INDS PLC | ORD SHS | $55.9M | 5.3% | 2,693,617 SH | New |
| MARKETAXESS HLDGS INC | COM | $56.3M | 5.3%Prev: 4.6% | 310,697 SH | Increased+29,150 SH |
| MARTIN MARIETTA MATLS INC | COM | $63.2M | 6.0%Prev: 6.6% | 101,500 SH | Decreased-10,075 SH |
| MARVELL TECHNOLOGY INC | COM | $21.9M | 2.1%Prev: 6.5% | 257,535 SH | Decreased-567,950 SH |
| META PLATFORMS INC | CL A | $41.2M | 3.9%Prev: 3.5% | 62,405 SH | Increased+11,450 SH |
| MICROSOFT CORP | COM | $75.4M | 7.1%Prev: 6.8% | 155,875 SH | Increased+15,520 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $25.5M | 2.4% | 84,040 SH | New |
| UNION PAC CORP | COM | $97.2M | 9.2%Prev: 7.5% | 420,095 SH | Increased+83,450 SH |
| 13F-HR |
| 0001912187-26-000007 |
| $1.21B |
| View |
| Aug 12, 2025 | Q2 2025 | 13F-HR | 0001420506-25-001860 | $1.00B | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001912187-26-000005 | $1.04B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001420506-25-001242 | $703.4M | View |