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CIK 0001512171 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | $216.2M | 8.0%Prev: 6.7% | 689,080 SH | Increased-56,300 SH |
| AMAZON COM INC | COM | $262.7M | 9.8%Prev: 10.4% | 1,138,000 SH | Decreased-138,550 SH |
| BBB FOODS INC | CL A COM | $46.3M | 1.7%Prev: 0.1% | 1,385,196 SH | Increased+1,307,079 SH |
| ESSEX PPTY TR INC | COM | $139.5M | 5.2% | 532,977 SH | New |
| GUIDEWIRE SOFTWARE INC | COM | $335.8M | 12.5%Prev: 15.5% | 1,670,414 SH | Decreased-147,595 SH |
| HERBALIFE LTD | COM SHS | $105.2M | 3.9%Prev: 2.4% | 8,162,123 SH | Increased+633,185 SH |
| ISHARES TR | RUSELL 2000 ETF | $295.4M | 11.0% | 1,200,000 SH | New |
| KILROY RLTY CORP | COM | $109.7M | 4.1%Prev: 4.1% | 2,935,372 SH | Decreased+315,761 SH |
| NEW YORK TIMES CO | CL A | $215.6M | 8.0%Prev: 7.9% | 3,105,309 SH | Increased-593,950 SH |
| POST HLDGS INC | COM | $310.7M | 11.5%Prev: 13.7% | 3,136,468 SH | Decreased-296,450 SH |
| PROCORE TECHNOLOGIES INC | COM | $66.8M | 2.5%Prev: 2.5% | 918,205 SH | Decreased |
| SCHWAB CHARLES CORP | COM | $183.7M | 6.8%Prev: 7.9% | 1,838,343 SH | Decreased-405,850 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $152.7M | 5.7%Prev: 5.3% | 263,600 SH | Increased-29,780 SH |
| UNITEDHEALTH GROUP INC | COM | $167.5M | 6.2%Prev: 6.5% | 507,300 SH | Decreased |
| VEEVA SYS INC | CL A COM | $34.6M | 1.3%Prev: 1.7% | 155,100 SH | Decreased |
| VISTA ENERGY S.A.B. DE C.V. | SPONSORED ADS | $49.8M | 1.9% | 1,024,200 SH | New |
| 13F-HR |
| 0000935836-26-000421 |
| $2.49B |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0000935836-25-000531 | $2.29B | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0000935836-26-000267 | $2.35B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0000935836-25-000376 | $2.40B | View |