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CIK 0001675884 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $107.0M | 2.0%Prev: 1.0% | 342,000 SH | Increased+144,000 SH |
| AMAZON COM INC | CALL | $252.5M | 4.7%Prev: 0.6% | 1,094,000 SH | Increased+968,000 SH |
| AMAZON COM INC | COM | $2.07B | 38.2%Prev: 35.3% | 8,976,000 SH | Increased+952,000 SH |
| AMERICAN EXPRESS CO | COM | $24.2M | 0.4%Prev: 0.4% | 65,500 SH | Increased |
| APPLE INC | CALL | $28.8M | 0.5% | 106,000 SH | New |
| BANK AMERICA CORP | COM | $2.7M | 0.0% | 48,400 SH | New |
| BOEING CO | COM | $8.3M | 0.2% | 38,000 SH | New |
| CANADIAN PACIFIC KANSAS CITY | COM | $14.2M | 0.3%Prev: 0.3% | 192,500 SH | Decreased |
| CASEYS GEN STORES INC | COM | $53.3M | 1.0%Prev: 1.4% | 96,500 SH | Decreased-29,500 SH |
| CITIGROUP INC | COM NEW | $3.7M | 0.1% | 31,500 SH | New |
| COLGATE PALMOLIVE CO | COM | $10.2M | 0.2%Prev: 0.3% | 128,500 SH | Decreased-40,000 SH |
| COSTCO WHSL CORP NEW | COM | $3.8M | 0.1%Prev: 0.1% | 4,400 SH | Decreased |
| COUPANG INC | CL A | $19.9M | 0.4%Prev: 0.5% | 842,000 SH | Decreased |
| DANAHER CORPORATION | COM | $44.9M | 0.8%Prev: 0.8% | 196,000 SH | Increased |
| DOORDASH INC | CL A | $32.2M | 0.6%Prev: 0.2% | 142,000 SH | Increased+104,000 SH |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | $29.4M | 0.5%Prev: 0.6% | 132,000 SH | Increased+4,000 SH |
| FERROVIAL SE | ORD SHS | $24.0M | 0.4%Prev: 0.4% | 372,000 SH | Increased+10,000 SH |
| GE AEROSPACE | COM NEW | $388.1M | 7.2%Prev: 7.7% | 1,260,000 SH | Increased-22,000 SH |
| HEICO CORP NEW | CL A | $6.4M | 0.1%Prev: 0.1% | 25,200 SH | Decreased |
| HILTON WORLDWIDE HLDGS INC | COM | $124.2M | 2.3%Prev: 2.2% | 432,500 SH | Increased |
| KENVUE INC | COM | $58.6M | 1.1%Prev: 0.5% | 3,400,000 SH | Increased+1,924,000 SH |
| LINDE PLC | SHS | $10.7M | 0.2% | 25,200 SH | New |
| LOUISIANA PAC CORP | COM | $6.5M | 0.1%Prev: 0.1% | 81,000 SH | Decreased+4,200 SH |
| MARTIN MARIETTA MATLS INC | COM | $170.6M | 3.1%Prev: 3.4% | 274,000 SH | Decreased+2,000 SH |
| MERCADOLIBRE INC | COM | $5.9M | 0.1%Prev: 0.1% | 2,940 SH | Increased+420 SH |
| META PLATFORMS INC | CL A | $70.0M | 1.3%Prev: 1.6% | 106,000 SH | Decreased |
| MICROSOFT CORP | COM | $286.3M | 5.3%Prev: 10.5% | 592,000 SH | Decreased-420,000 SH |
| MOODYS CORP | COM | $177.0M | 3.3%Prev: 3.1% | 346,500 SH | Increased+22,000 SH |
| NETFLIX INC | COM | $25.7M | 0.5%Prev: 0.4% | 274,000 SH | Increased+258,600 SH |
| PERIMETER SOLUTIONS INC | COMMON STOCK | $19.6M | 0.4%Prev: 0.3% | 712,000 SH | Increased |
| PRIMO BRANDS CORPORATION | CLASS A COM SHS | $6.4M | 0.1%Prev: 0.1% | 388,500 SH | Increased+133,500 SH |
| PROCTER AND GAMBLE CO | COM | $26.3M | 0.5%Prev: 0.5% | 183,300 SH | Decreased+10,800 SH |
| RALPH LAUREN CORP | CL A | $1.5M | 0.0% | 4,200 SH | New |
| REPUBLIC SVCS INC | COM | $38.6M | 0.7%Prev: 0.3% | 182,000 SH | Increased+116,800 SH |
| RESTAURANT BRANDS INTL INC | COM | $2.2M | 0.0%Prev: 0.2% | 31,815 SH | Decreased-94,185 SH |
| S&P GLOBAL INC | COM | $228.1M | 4.2%Prev: 4.0% | 436,500 SH | Increased+30,500 SH |
| SEA LTD | SPONSORD ADS | $15.3M | 0.3%Prev: 0.1% | 120,000 SH | Increased+94,800 SH |
| SHERWIN WILLIAMS CO | COM | $52.7M | 1.0%Prev: 1.1% | 162,500 SH | Decreased |
| SPDR S&P 500 ETF TR | CALL | $219.1M | 4.0% | 321,300 SH | New |
| SPOTIFY TECHNOLOGY S A | SHS | $9.8M | 0.2%Prev: 0.2% | 16,850 SH | Decreased+50 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $62.6M | 1.2%Prev: 1.0% | 108,000 SH | Increased |
| TRANSDIGM GROUP INC | COM | $159.6M | 2.9%Prev: 3.2% | 120,000 SH | Increased |
| UNION PAC CORP | COM | $38.1M | 0.7%Prev: 0.7% | 164,500 SH | Increased+14,000 SH |
| VAIL RESORTS INC | COM | $1.4M | 0.0%Prev: 0.0% | 10,180 SH | Decreased-320 SH |
| VISA INC | COM CL A | $197.1M | 3.6%Prev: 5.6% | 562,000 SH | Decreased-262,000 SH |
| VULCAN MATLS CO | COM | $124.9M | 2.3%Prev: 2.7% | 438,000 SH | Decreased |
| WASTE CONNECTIONS INC | COM | $156.4M | 2.9%Prev: 2.4% | 892,000 SH | Increased+209,500 SH |
| 13F-HR |
| 0001420506-26-001667 |
| $5.14B |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001420506-25-002018 | $5.75B | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001420506-26-001032 | $5.00B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001420506-25-001164 | $3.76B | View |