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CIK 0001352122 • 6 13F filings • May 15, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | $23.7M | 8.6%Prev: 8.5% | 75,652 SH | Decreased-26,348 SH |
| ARCH CAP GROUP LTD | ORD | $19.4M | 7.0%Prev: 6.3% | 202,106 SH | Increased |
| CAMECO CORP | COM | $10.8M | 3.9%Prev: 3.5% | 117,600 SH | Increased-2,500 SH |
| CBRE GROUP INC | CL A | $7.3M | 2.7%Prev: 2.5% | 45,700 SH | Increased |
| CELLEBRITE DI LTD | ORDINARY SHARES | $6.5M | 2.4%Prev: 2.3% | 363,103 SH | Decreased+200 SH |
| CEVA INC | COM | $4.8M | 1.8%Prev: 2.0% | 225,000 SH | Decreased |
| CF INDS HLDGS INC | COM | $3.1M | 1.1%Prev: 1.2% | 40,000 SH | Decreased |
| COPART INC | COM | $13.2M | 4.8%Prev: 5.2% | 336,388 SH | Decreased |
| ELEVANCE HEALTH INC FORMERLY | COM | $5.4M | 1.9%Prev: 1.7% | 15,300 SH | Increased |
| FISERV INC | COM | $6.7M | 2.4%Prev: 2.9% | 99,711 SH | Decreased+35,111 SH |
| FLUTTER ENTMT PLC | SHS | $13.1M | 4.8%Prev: 4.4% | 61,017 SH | Increased+11,000 SH |
| GRAYSCALE ETHEREUM TRUST ETF | SHS | $6.1M | 2.2%Prev: 3.0% | 251,643 SH | Decreased |
| HF SINCLAIR CORP | COM | $9.7M | 3.5%Prev: 3.8% | 209,598 SH | Decreased |
| ISHARES ETHEREUM TR | SHS | $2.4M | 0.9%Prev: 1.1% | 105,300 SH | Decreased |
| MARKETAXESS HLDGS INC | COM | $5.2M | 1.9% | 28,830 SH | New |
| META PLATFORMS INC | CL A | $13.0M | 4.7%Prev: 5.0% | 19,664 SH | Decreased |
| NASDAQ INC | COM | $6.1M | 2.2%Prev: 1.9% | 63,039 SH | Increased |
| NUTRIEN LTD | COM | $1.9M | 0.7%Prev: 0.6% | 31,000 SH | Increased |
| ONEOK INC NEW | COM | $8.7M | 3.1%Prev: 3.0% | 117,998 SH | Increased |
| PAYPAL HLDGS INC | COM | $8.0M | 2.9%Prev: 3.2% | 136,915 SH | Decreased |
| QORVO INC | COM | $3.1M | 1.1%Prev: 1.7% | 36,574 SH | Decreased-18,000 SH |
| RENTOKIL INITIAL PLC | SPONSORED ADR | $9.6M | 3.5%Prev: 2.8% | 325,893 SH | Increased |
| RINGCENTRAL INC | CL A | $9.9M | 3.6%Prev: 3.3% | 342,000 SH | Increased |
| SOMNIGROUP INTERNATIONAL INC | COM | $39.3M | 14.3%Prev: 12.7% | 439,826 SH | Increased |
| SYNOPSYS INC | COM | $12.5M | 4.6%Prev: 4.5% | 26,700 SH | Decreased |
| WILLIAMS COS INC | COM | $26.0M | 9.5%Prev: 9.4% | 433,282 SH | Decreased |
| 13F-HR |
| 0001352122-26-000003 |
| $257.7M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001085146-25-005229 | $269.6M | View |
| May 12, 2026 | Q1 2026 | 13F-HR | 0001352122-26-000002 | $259.9M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001085146-25-003287 | $262.7M | View |