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CIK 0001592413 • 7 13F filings • May 13, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $158.6M | 11.7%Prev: 11.1% | 687,083 SH | Decreased-79,721 SH |
| AXON ENTERPRISE INC | COM | $219.6M | 16.2%Prev: 20.5% | 386,742 SH | Decreased-44,835 SH |
| CLOUDFLARE INC | CL A COM | $205.4M | 15.2%Prev: 16.5% | 1,042,099 SH | Decreased-120,839 SH |
| CROWDSTRIKE HLDGS INC | CL A | $65.0M | 4.8%Prev: 5.0% | 138,634 SH | Decreased-16,059 SH |
| DATADOG INC | CL A COM | $98.5M | 7.3%Prev: 7.6% | 724,287 SH | Decreased-84,020 SH |
| META PLATFORMS INC | CL A | $97.9M | 7.2%Prev: 8.0% | 148,299 SH | Decreased-17,177 SH |
| MONDAY COM LTD | SHS | $32.8M | 2.4%Prev: 3.2% | 222,388 SH | Decreased-25,773 SH |
| NU HLDGS LTD | ORD SHS CL A | $69.7M | 5.1% | 4,164,509 SH | New |
| SHOPIFY INC | CL A SUB VTG SHS | $263.3M | 19.4%Prev: 17.9% | 1,635,575 SH | Decreased-189,668 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $102.8M | 7.6%Prev: 7.0% | 338,443 SH | Decreased-39,262 SH |
| TESLA INC | COM | $42.3M | 3.1%Prev: 3.1% | 93,952 SH | Decreased-10,903 SH |
| 13F-HR |
| 0001104659-26-095355 |
| $1.62B |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001104659-25-077140 | $1.49B | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001104659-26-060537 | $1.22B | View |
| Jul 29, 2025 | Q1 2025 | 13F-HR/A | 0001104659-25-071663 | $1.07B | View |