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CIK 0001755784 • 6 13F filings • May 15, 2025 – Aug 12, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC-CL A | CAP STK CL A | $18.1M | 9.2%Prev: 10.3% | 57,796 SH | Decreased-38,260 SH |
| AMAZON.COM INC | COM | $10.6M | 5.4%Prev: 4.9% | 45,880 SH | Decreased-4,980 SH |
| COUPANG INC | CL A | $243K | 0.1% | 10,300 SH | New |
| DOORDASH INC - A | CL A | $11.7M | 6.0%Prev: 8.3% | 51,754 SH | Decreased-17,100 SH |
| ELEVANCE HEALTH INC | COM | $10.9M | 5.6%Prev: 5.0% | 31,000 SH | Decreased-4,000 SH |
| MERCADOLIBRE INC | COM | $12.1M | 6.2%Prev: 4.1% | 5,983 SH | Increased+2,025 SH |
| META PLATFORMS INC | CL A | $29.1M | 14.9%Prev: 15.9% | 44,092 SH | Decreased-4,750 SH |
| MICROSOFT CORP | COM | $40.8M | 20.9%Prev: 21.5% | 84,461 SH | Decreased-9,080 SH |
| MONDAY.COM LTD | SHS | $18.9M | 9.6%Prev: 12.1% | 127,890 SH | Decreased-13,500 SH |
| PERIMETER SOLUTIONS INC | COMMON STOCK | $10.9M | 5.6%Prev: 4.3% | 395,150 SH | Increased-42,000 SH |
| SALESFORCE INC | COM | $14.3M | 7.3%Prev: 4.7% | 53,913 SH | Increased+9,300 SH |
| TRANSDIGM GROUP INC | COM | $274K | 0.1% | 206 SH | New |
| VISA INC-CLASS A SHARES | COM CL A | $3.6M | 1.8%Prev: 1.7% | 10,304 SH | Decreased-1,100 SH |
| WORKDAY INC-CLASS A | CL A | $14.2M | 7.3%Prev: 7.1% | 66,171 SH | Decreased |
| 13F-HR |
| 0001755784-26-000004 |
| $128.4M |
| View |
| Aug 6, 2025 | Q2 2025 | 13F-HR | 0001755784-25-000005 | $221.2M | View |
| May 6, 2026 | Q1 2026 | 13F-HR | 0001755784-26-000003 | $128.7M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001755784-25-000003 | $190.2M | View |