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CIK 0001454502 • 7 13F filings • May 14, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | $111K | 11.5%Prev: 14.6% | 353,459 SH | Decreased-197,415 SH |
| AMAZON.COM INC | COM | $110K | 11.5%Prev: 12.9% | 478,534 SH | Decreased-61,917 SH |
| ASML HOLDING N V | NY REG SHS | $114K | 11.9%Prev: 11.8% | 106,778 SH | Increased-4,692 SH |
| CCC INTELLIGENT SOLUTION HOLDINGS INC | COM | $38K | 4.0%Prev: 3.6% | 4,805,036 SH | Increased+1,140,536 SH |
| CHARTER COMMUNICATIONS INC N | CL A | $32K | 3.3%Prev: 4.8% | 153,725 SH | Decreased-6,755 SH |
| ILLUMINA INC COM | COM | $49K | 5.1%Prev: 4.0% | 374,160 SH | Increased-16,440 SH |
| LAM RESEARCH CORP | COM NEW | $51K | 5.3%Prev: 6.2% | 295,377 SH | Decreased-132,513 SH |
| LIVE NATION ENTERTAINMENT IN | COM | $36K | 3.8% | 255,858 SH | New |
| META PLATFORMS INC | CL A | $64K | 6.7%Prev: 8.1% | 97,376 SH | Decreased-4,279 SH |
| MICROSOFT CORP | COM | $170K | 17.7%Prev: 21.7% | 352,504 SH | Decreased-32,674 SH |
| TRANSDIGM GROUP INC | COM | $138K | 14.4%Prev: 8.2% | 103,894 SH | Increased+46,930 SH |
| TRANSUNION COM | COM | $47K | 4.9%Prev: 3.9% | 551,153 SH | Increased+120,683 SH |
| 13F-HR |
| 0001454502-26-000007 |
| $1.1M |
| View |
| Aug 15, 2025 | Q2 2025 | 13F-HR/A | 0001454502-25-000009 | $885K | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001454502-26-000005 | $963K | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001387292-25-000011 | $740K | View |