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CIK 0001328785 • 6 13F filings • May 14, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ACV AUCTIONS INC | COM CL A | $30.7M | 0.9%Prev: 0.9% | 4,275,785 SH | Increased+2,586,495 SH |
| ALIGN TECHNOLOGY INC | COM | $125.7M | 3.7%Prev: 4.4% | 745,345 SH | Decreased+45,427 SH |
| AMERICAN ASSETS TR INC | COM | $65.5M | 1.9%Prev: 0.5% | 2,651,358 SH | Increased+1,933,199 SH |
| AMERICAN WELL CORP | COM CL A NEW | $12.1M | 0.4%Prev: 0.4% | 1,329,057 SH | Increased+16,205 SH |
| BILL HOLDINGS INC | COM | $148.4M | 4.4%Prev: 2.8% | 4,102,668 SH | Increased+2,274,779 SH |
| BLACKROCK TECH AND PRIVATE E | SHS BEN INT | $1.8M | 0.1% | 200,000 SH | New |
| BORGWARNER INC | COM | $14.5M | 0.4% | 218,000 SH | New |
| CERUS CORP | COM | $13.5M | 0.4%Prev: 0.2% | 4,614,061 SH | Increased+608,493 SH |
| CEVA INC | COM | $77.0M | 2.3%Prev: 1.6% | 1,633,155 SH | Increased-518,477 SH |
| CHEWY INC | CL A | $12.7M | 0.4% | 647,300 SH | New |
| CIENA CORP | COM NEW | $64.0M | 1.9%Prev: 4.5% | 130,426 SH | Decreased-1,524,586 SH |
| COGNYTE SOFTWARE LTD | ORD SHS | $1.2M | 0.0%Prev: 0.0% | 134,708 SH | Decreased-14,733 SH |
| COMPASS INC | CL A | $155.0M | 4.5% | 12,569,334 SH | New |
| CRITEO S A | SPONS ADS | $84.0M | 2.5%Prev: 3.3% | 4,597,322 SH | Decreased+525,442 SH |
| DICKS SPORTING GOODS INC | COM | $94.9M | 2.8%Prev: 0.3% | 418,501 SH | Increased+378,501 SH |
| EVOLV TECHNOLOGIES HLDNGS IN | COM CL A | $5.8M | 0.2%Prev: 0.2% | 996,951 SH | Decreased-51,229 SH |
| GDS HLDGS LTD | SPONSORED ADS | $901K | 0.0% | 30,000 SH | New |
| GENIUS SPORTS LIMITED | SHARES CL A | $96.2M | 2.8%Prev: 2.7% | 15,881,616 SH | Increased+8,068,460 SH |
| GLOBALFOUNDRIES INC | ORDINARY SHARES | $21.5M | 0.6% | 260,408 SH | New |
| GLOBALSTAR INC | COM NEW | $10.5M | 0.3%Prev: 1.0% | 129,310 SH | Decreased-1,201,223 SH |
| HAPPEN INC | COM NEW | $69.4M | 2.0% | 3,346,293 SH | New |
| ILLUMINA INC | COM | $177.4M | 5.2%Prev: 4.4% | 1,008,718 SH | Increased-373,874 SH |
| INDIE SEMICONDUCTOR INC | CLASS A COM | $2.5M | 0.1% | 552,843 SH | New |
| INTEL CORP | COM | $16.6M | 0.5% | 118,800 SH | New |
| KORNIT DIGITAL LTD | SHS | $69.1M | 2.0%Prev: 2.6% | 4,251,355 SH | Decreased+279,100 SH |
| LOVESAC CO | COM | $16.5M | 0.5% | 990,212 SH | New |
| LULULEMON ATHLETICA INC | COM | $4.2M | 0.1% | 36,750 SH | New |
| MAGNITE INC | COM | $4.3M | 0.1% | 224,100 SH | New |
| MARRIOTT VACATIONS WORLDWIDE | COM | $114.7M | 3.4%Prev: 4.4% | 1,126,132 SH | Decreased-689,880 SH |
| MDA SPACE LTD | COM | $180.7M | 5.3% | 4,377,113 SH | New |
| META PLATFORMS INC | CL A | $39.4M | 1.2% | 70,000 SH | New |
| MICROCHIP TECHNOLOGY INC. | COM | $45.3M | 1.3% | 496,200 SH | New |
| NCINO INC | COM | $119.8M | 3.5%Prev: 0.1% | 7,326,196 SH | Increased+7,261,196 SH |
| NLIGHT INC | COM | $11.2M | 0.3%Prev: 1.2% | 160,338 SH | Decreased-1,649,919 SH |
| NVIDIA CORPORATION | COM | $8.1M | 0.2% | 40,600 SH | New |
| OKTA INC | CL A | $112.7M | 3.3%Prev: 0.2% | 825,615 SH | Increased+780,615 SH |
| PENNYMAC FINL SVCS INC NEW | COM | $35.0M | 1.0%Prev: 1.4% | 401,757 SH | Decreased-15,576 SH |
| PINTEREST INC | CL A | $82.5M | 2.4%Prev: 3.7% | 3,922,718 SH | Decreased+865,978 SH |
| POWERLAW CORP | COM | $2.9M | 0.1% | 198,879 SH | New |
| QUALCOMM INC | COM | $6.5M | 0.2% | 35,000 SH | New |
| RADWARE LTD | ORD | $124.9M | 3.7%Prev: 4.0% | 4,046,559 SH | Increased |
| REDDIT INC | CL A | $87.6M | 2.6% | 504,461 SH | New |
| REIN THERAPEUTICS INC | COM NEW | $1.3M | 0.0%Prev: 0.0% | 1,230,895 SH | Increased+1,000,000 SH |
| RH | COM | $51.4M | 1.5%Prev: 4.6% | 312,051 SH | Decreased-421,843 SH |
| TELESAT CORP | CL A & CL B SHS | $7.0M | 0.2% | 137,668 SH | New |
| TOWER SEMICONDUCTOR LTD | SHS NEW | $475.2M | 13.9%Prev: 11.8% | 1,823,082 SH | Increased-6,305,532 SH |
| UIPATH INC | CL A | $131.4M | 3.9%Prev: 4.2% | 12,085,222 SH | Increased+2,192,366 SH |
| UNIQURE NV | SHS | $1.9M | 0.1% | 42,300 SH | New |
| UNITED NAT FOODS INC | COM | $53.9M | 1.6%Prev: 2.1% | 1,181,132 SH | Decreased-1,457,855 SH |
| VARONIS SYS INC | COM | $53.3M | 1.6%Prev: 0.1% | 1,270,877 SH | Increased+1,189,100 SH |
| VICTORIAS SECRET AND CO | COMMON STOCK | $1.9M | 0.1% | 22,232 SH | New |
| VNET GROUP INC | SPONSORED ADS A | $24.9M | 0.7% | 3,099,637 SH | New |
| VOYAGER TECHNOLOGIES INC | COM CL A | $95.6M | 2.8%Prev: 3.7% | 2,965,788 SH | Decreased+150,140 SH |
| WIX COM LTD | SHS | $132.4M | 3.9%Prev: 10.8% | 2,918,880 SH | Decreased+877,970 SH |
| WOLFSPEED INC | COMMON STOCK | $12.5M | 0.4% | 258,124 SH | New |
| 13F-HR |
| 0001172661-26-003417 |
| $3.41B |
| View |
| Aug 11, 2025 | Q2 2025 | 13F-HR | 0001172661-25-003028 | $2.99B | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001964 | $3.01B | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001893 | $2.39B | View |