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CIK 0001824821 • 6 13F filings • May 13, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMKOR TECHNOLOGY INC | COM | $55.3M | 14.7%Prev: 16.1% | 1,400,000 SH | Decreased-1,250,000 SH |
| GARMIN LTD | SHS | $42.4M | 11.3%Prev: 5.3% | 260,000 SH | Increased+160,000 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $29.0M | 7.7%Prev: 5.9% | 163,000 SH | Increased+13,000 SH |
| PARSONS CORP DEL | COM | $28.1M | 7.5%Prev: 10.5% | 455,000 SH | Decreased-110,000 SH |
| SKYWEST INC | COM | $90.4M | 24.0%Prev: 19.4% | 900,000 SH | Decreased |
| SOMNIGROUP INTERNATIONAL INC | COM | $53.3M | 14.2%Prev: 10.4% | 575,000 SH | Increased |
| UBIQUITI INC | COM | $77.5M | 20.6%Prev: 24.8% | 140,000 SH | Decreased-35,000 SH |
| 13F-HR |
| 0001420506-26-001681 |
| $351.6M |
| View |
| Jul 25, 2025 | Q2 2025 | 13F-HR | 0001420506-25-001578 | $418.2M | View |
| May 8, 2026 | Q1 2026 | 13F-HR | 0001420506-26-000875 | $450.8M | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0001420506-25-001028 | $319.8M | View |