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CIK 0001776023 • 6 13F filings • May 15, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $111.0M | 8.1%Prev: 5.9% | 354,479 SH | Increased+8,904 SH |
| AMAZON COM INC | COM | $62.5M | 4.6%Prev: 4.1% | 270,730 SH | Increased+6,687 SH |
| APPLE INC | COM | $63.7M | 4.7%Prev: 4.1% | 234,296 SH | Increased+5,886 SH |
| AXON ENTERPRISE INC | COM | $45.4M | 3.3%Prev: 3.9% | 79,871 SH | Decreased+1,672 SH |
| BOOKING HOLDINGS INC | COM | $15.9M | 1.2%Prev: 1.1% | 2,966 SH | Increased+75 SH |
| BROADCOM INC | COM | $73.4M | 5.4%Prev: 4.8% | 212,120 SH | Increased+5,432 SH |
| CAPITAL ONE FINL CORP | COM | $22.1M | 1.6%Prev: 1.3% | 91,179 SH | Increased+2,272 SH |
| CLOUDFLARE INC | CL A COM | $561K | 0.0%Prev: 1.0% | 2,847 SH | Decreased-63,506 SH |
| COSTCO WHSL CORP NEW | COM | $7.7M | 0.6%Prev: 1.1% | 8,982 SH | Decreased-7,775 SH |
| DATADOG INC | CL A COM | $13.0M | 1.0%Prev: 0.9% | 95,551 SH | Decreased+2,281 SH |
| DIGITAL RLTY TR INC | COM | $13.8M | 1.0%Prev: 1.1% | 89,124 SH | Decreased+2,238 SH |
| DOORDASH INC | CL A | $73.6M | 5.4%Prev: 6.0% | 325,053 SH | Decreased+8,159 SH |
| FERRARI N V | COM | $40.1M | 2.9%Prev: 3.6% | 108,439 SH | Decreased+2,623 SH |
| GARMIN LTD | SHS | $61.1M | 4.5%Prev: 5.1% | 301,381 SH | Decreased+7,572 SH |
| INTERACTIVE BROKERS GROUP IN | COM CL A | $19.9M | 1.5%Prev: 1.5% | 309,058 SH | Decreased+7,764 SH |
| INVESCO QQQ TR | UNIT SER 1 | $7.1M | 0.5% | 11,500 SH | New |
| META PLATFORMS INC | CL A | $56.7M | 4.2%Prev: 4.3% | 85,958 SH | Decreased+2,209 SH |
| MICROSOFT CORP | COM | $65.0M | 4.8%Prev: 4.8% | 134,424 SH | Decreased+3,377 SH |
| NASDAQ INC | COM | $71.5M | 5.2%Prev: 4.4% | 735,705 SH | Increased+18,484 SH |
| NETFLIX INC | COM | $11.5M | 0.8%Prev: 1.0% | 122,946 SH | Decreased+110,946 SH |
| NVIDIA CORPORATION | COM | $79.3M | 5.8%Prev: 5.4% | 424,989 SH | Increased+10,672 SH |
| OREILLY AUTOMOTIVE INC | COM | $15.7M | 1.2%Prev: 1.3% | 172,557 SH | Decreased+4,337 SH |
| PALO ALTO NETWORKS INC | COM | $66.3M | 4.9%Prev: 5.0% | 359,949 SH | Decreased+8,624 SH |
| REDDIT INC | CL A | $27.8M | 2.0%Prev: 1.9% | 121,087 SH | Increased+3,024 SH |
| SCHWAB CHARLES CORP | COM | $14.0M | 1.0%Prev: 0.9% | 140,449 SH | Increased+3,520 SH |
| SERVICENOW INC | COM | $12.3M | 0.9%Prev: 1.0% | 80,235 SH | Decreased+64,600 SH |
| SHOPIFY INC | CL A SUB VTG SHS | $87.1M | 6.4%Prev: 5.5% | 541,316 SH | Increased+13,444 SH |
| SNOWFLAKE INC | COM SHS | $18.0M | 1.3%Prev: 1.3% | 82,137 SH | Decreased+1,955 SH |
| T-MOBILE US INC | COM | $13.5M | 1.0%Prev: 1.1% | 66,731 SH | Decreased+1,675 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $87.5M | 6.4%Prev: 5.5% | 287,980 SH | Increased+7,234 SH |
| TESLA INC | COM | $84.4M | 6.2%Prev: 5.7% | 187,579 SH | Increased+4,711 SH |
| TJX COS INC NEW | COM | $21.4M | 1.6%Prev: 1.4% | 139,364 SH | Increased+3,464 SH |
| 13F-HR |
| 0001776023-26-000008 |
| $1.54B |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001420506-25-002105 | $1.32B | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001776023-26-000006 | $1.24B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001776023-25-000005 | $971.8M | View |