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CIK 0001511881 • 6 13F filings • May 15, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $157.9M | 10.3%Prev: 7.9% | 683,979 SH | Increased+120,000 SH |
| EQUIFAX INC | COM | $109.8M | 7.1%Prev: 8.3% | 506,088 SH | Decreased |
| FLUTTER ENTMT PLC | SHS | $192.7M | 12.5%Prev: 9.0% | 896,041 SH | Increased+340,000 SH |
| META PLATFORMS INC | CL A | $284.5M | 18.5%Prev: 17.0% | 431,075 SH | Increased+68,400 SH |
| MODERNA INC | COM | $238.3M | 15.5%Prev: 13.3% | 8,081,810 SH | Increased+13,000 SH |
| SIFY TECHNOLOGIES LTD | SPONSORED ADR | $15.6M | 1.0%Prev: 0.9% | 1,278,683 SH | Increased+281,100 SH |
| TRANSUNION | COM | $191.3M | 12.5%Prev: 11.9% | 2,230,882 SH | Increased |
| UBER TECHNOLOGIES INC | COM | $161.6M | 10.5%Prev: 9.7% | 1,977,250 SH | Increased+425,000 SH |
| WELLS FARGO CO NEW | COM | $184.4M | 12.0%Prev: 14.6% | 1,978,840 SH | Decreased-755,000 SH |
| 13F-HR |
| 0000919574-26-005121 |
| $1.68B |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0000919574-25-004639 | $1.65B | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0000919574-26-003141 | $1.50B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0000919574-25-003069 | $1.27B | View |