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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 | $101K | 10.5%Prev: 13.7% | 353,459 SH | Increased-295,446 SH |
| AMAZON.COM INC | COM | $100K | 10.4%Prev: 12.5% | 478,534 SH | Increased-8,657 SH |
| ASML HOLDING N V | NY REG SHS | $157K | 16.3%Prev: 7.1% | 118,917 SH | Increased+39,617 SH |
| CCC INTELLIGENT SOLUTION HOLDINGS INC | COM | $32K | 3.4%Prev: 2.9% | 5,413,036 SH | Increased+2,998,036 SH |
| CHARTER COMMUNICATIONS INC N | CL A | $33K | 3.4%Prev: 8.0% | 153,725 SH | Decreased-6,755 SH |
| ILLUMINA INC COM | COM | $38K | 3.9% | 306,460 SH | New |
| LIVE NATION ENTERTAINMENT IN | COM | $36K | 3.7% | 234,765 SH | New |
| MASTERCARD INC | CL A | $88K | 9.1% | 175,472 SH | New |
| META PLATFORMS INC | CL A | $67K | 7.0%Prev: 6.0% | 117,628 SH | Increased+40,878 SH |
| MICROSOFT CORP | COM | $130K | 13.6%Prev: 20.4% | 352,504 SH | Decreased-50,539 SH |
| TRANSDIGM GROUP INC | COM | $123K | 12.8%Prev: 17.2% | 106,544 SH | Decreased+14,400 SH |
| TRANSUNION COM | COM | $57K | 5.9% | 817,828 SH | New |
| 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 |