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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 | $37.9M | 16.7% | 155,945 SH | New |
| AMAZON COM INC | COM | $9.7M | 4.3%Prev: 3.1% | 44,053 SH | Decreased+700 SH |
| APOLLO GLOBAL MGMT INC | COM | $22.9M | 10.1% | 171,506 SH | New |
| APPLIED MATLS INC | COM | $10.8M | 4.8% | 52,899 SH | New |
| BLACKROCK INC | COM | $10.9M | 4.8%Prev: 2.9% | 9,388 SH | Increased-659 SH |
| BLACKSTONE INC | COM | $11.1M | 4.9%Prev: 3.1% | 65,056 SH | Increased-23,684 SH |
| BROADCOM INC | COM | $10.4M | 4.6%Prev: 3.2% | 31,625 SH | Decreased+3,084 SH |
| DANAHER CORP | COM | $10.4M | 4.6%Prev: 3.6% | 52,654 SH | Decreased-10,192 SH |
| LAM RESEARCH CORP | COM | $35.5M | 15.6% | 265,049 SH | New |
| MASTERCARD INCORPORATED | CL A | $10.0M | 4.4% | 17,550 SH | New |
| THERMO FISHER SCIENTIFIC INC | COM | $35.6M | 15.7%Prev: 10.9% | 73,444 SH | Decreased+963 SH |
| TRANSDIGM GROUP INC | COM | $9.6M | 4.2%Prev: 3.3% | 7,322 SH | Decreased-867 SH |
| UNITED RENTALS INC | COM | $12.2M | 5.4% | 12,791 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 |