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CIK 0001688511 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AFFIRM HLDGS INC | COM CL A | $57.1M | 9.6%Prev: 4.6% | 767,754 SH | Increased+352,155 SH |
| ALPHABET INC | CAP STK CL A | $46.0M | 7.7%Prev: 4.9% | 146,825 SH | Increased+14,641 SH |
| CIENA CORP | COM NEW | $41.8M | 7.0%Prev: 7.6% | 178,657 SH | Decreased-160,484 SH |
| COSTAR GROUP INC | COM | $16.3M | 2.7%Prev: 6.6% | 242,032 SH | Decreased-268,169 SH |
| DUOLINGO INC | CL A COM | $32.4M | 5.4% | 184,867 SH | New |
| INTUIT | COM | $59.2M | 9.9%Prev: 8.2% | 89,302 SH | Increased+11,192 SH |
| LIBERTY MEDIA CORP DEL | COM LBTY ONE S C | $32.4M | 5.4%Prev: 5.3% | 328,829 SH | Decreased |
| MERCADOLIBRE INC | COM | $27.8M | 4.7%Prev: 4.3% | 13,826 SH | Decreased+1,747 SH |
| META PLATFORMS INC | CL A | $50.3M | 8.4%Prev: 8.6% | 76,272 SH | Decreased |
| NETFLIX INC | COM | $28.2M | 4.7%Prev: 5.5% | 300,810 SH | Decreased+270,729 SH |
| NU HLDGS LTD | ORD SHS CL A | $39.2M | 6.6%Prev: 6.7% | 2,340,774 SH | Decreased-383,317 SH |
| ON HLDG AG | NAMEN AKT A | $40.1M | 6.7%Prev: 3.8% | 862,010 SH | Increased+282,976 SH |
| RALPH LAUREN CORP | CL A | $39.6M | 6.6%Prev: 5.7% | 112,052 SH | Increased-6,238 SH |
| ROCKET COS INC | COM CL A | $43.2M | 7.2%Prev: 6.4% | 2,231,659 SH | Increased+57,210 SH |
| VIKING HOLDINGS LTD | ORD SHS | $44.3M | 7.4%Prev: 5.9% | 619,995 SH | Increased |
| 13F-HR |
| 0001172661-26-003754 |
| $731.3M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001172661-25-003503 | $600.6M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001172661-26-002253 | $563.5M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001172661-25-002153 | $453.0M | View |