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CIK 0002055276 • 6 13F filings • Apr 15, 2025 – Jul 27, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | $39.5M | 10.5%Prev: 6.8% | 125,800 SH | Increased |
| AMAZON COM INC | COM | $19.4M | 5.1%Prev: 4.1% | 84,000 SH | Increased |
| ATLASSIAN CORPORATION | CL A | $6.5M | 1.7%Prev: 1.4% | 40,000 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL A | $9.8M | 2.6%Prev: 2.2% | 13 SH | Increased |
| BRAGG GAMING GROUP INC | COM NEW | $937K | 0.2%Prev: 0.3% | 446,000 SH | Decreased |
| COUPANG INC | CL A | $20.3M | 5.4%Prev: 6.4% | 862,390 SH | Decreased-31,000 SH |
| FLUTTER ENTMT PLC | SHS | $12.1M | 3.2%Prev: 3.2% | 56,450 SH | Decreased |
| META PLATFORMS INC | CL A | $46.1M | 12.2%Prev: 11.7% | 69,857 SH | Decreased-2,050 SH |
| MICROSOFT CORP | COM | $9.7M | 2.6%Prev: 2.3% | 20,000 SH | Decreased |
| MONDAY COM LTD | SHS | $212.9M | 56.4%Prev: 61.8% | 1,442,900 SH | Decreased |
| OMADA HEALTH INC | COM | $213K | 0.1% | 13,515 SH | New |
| 13F-HR |
| 0001011438-26-000439 |
| $272.9M |
| View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001011438-25-000356 | $631.8M | View |
| Apr 27, 2026 | Q1 2026 | 13F-HR | 0001011438-26-000253 | $234.6M | View |
| Apr 15, 2025 | Q1 2025 | 13F-HR | 0001011438-25-000205 | $293.3M | View |