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CIK 0002011727 • 5 13F filings • Jan 16, 2026 – Jul 27, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $41.0M | 17.6% | 130,922 SH | New |
| AMAZON COM INC | COM | $11.6M | 5.0%Prev: 4.3% | 50,211 SH | Increased+6,158 SH |
| APOLLO GLOBAL MGMT INC | COM | $31.9M | 13.7%Prev: 10.1% | 220,649 SH | Increased+49,143 SH |
| BLACKROCK INC | COM | $10.0M | 4.3%Prev: 4.8% | 9,388 SH | Decreased |
| BLACKSTONE INC | COM | $10.5M | 4.5%Prev: 4.9% | 67,928 SH | Decreased+2,872 SH |
| BROADCOM INC | COM | $11.3M | 4.9%Prev: 4.6% | 32,789 SH | Increased+1,164 SH |
| DANAHER CORP | COM | $11.7M | 5.0%Prev: 4.6% | 51,267 SH | Increased-1,387 SH |
| MASTERCARD INC | CL A | $20.0M | 8.6% | 35,087 SH | New |
| SYNOPSYS INC | COM | $11.3M | 4.9% | 24,157 SH | New |
| THERMO FISHER SCIENTIFIC INC | COM | $40.6M | 17.4%Prev: 15.7% | 70,028 SH | Increased-3,416 SH |
| TRANSDIGM GROUP INC | COM | $11.4M | 4.9%Prev: 4.2% | 8,553 SH | Increased+1,231 SH |
| UNITED RENTALS INC | COM | $9.7M | 4.2%Prev: 5.4% | 12,029 SH | Decreased-762 SH |
| VISA INC | COM CL A | $11.4M | 4.9% | 32,604 SH | New |
| 13F-HR |
| 0002011727-26-000006 |
| $334.7M |
| View |
| Jan 16, 2026 | Q2 2025 | 13F-HR | 0002011727-26-000002 | $192.2M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0002011727-26-000005 | $272.5M | View |