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CIK 0001351351 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AVIDITY BIOSCIENCES INC | COM | $26.3M | 10.1% | 365,144 SH | New |
| CIDARA THERAPEUTICS INC | COM NEW | $1.1M | 0.4% | 4,900 SH | New |
| CLEARWATER ANALYTICS HLDGS I | CL A | $1.2M | 0.5% | 49,314 SH | New |
| CONFLUENT INC | CLASS A COM | $15.3M | 5.8% | 505,486 SH | New |
| CYBERARK SOFTWARE LTD | SHS | $59.4M | 22.7%Prev: 11.2% | 133,145 SH | Increased+86,332 SH |
| DAYFORCE INC | COM | $2.7M | 1.0% | 39,241 SH | New |
| ELECTRONIC ARTS INC | COM | $49.0M | 18.7% | 239,836 SH | New |
| EXACT SCIENCES CORP | COM | $49.1M | 18.8% | 483,589 SH | New |
| HOLOGIC INC | COM | $6.3M | 2.4% | 84,513 SH | New |
| KENVUE INC | COM | $7.0M | 2.7% | 405,583 SH | New |
| MANCHESTER UTD PLC NEW | ORD CL A | $232K | 0.1%Prev: 0.1% | 14,570 SH | Increased-193 SH |
| MINERALYS THERAPEUTICS INC | COM | $607K | 0.2% | 16,737 SH | New |
| NORFOLK SOUTHN CORP | COM | $7.3M | 2.8% | 25,200 SH | New |
| SURGERY PARTNERS INC | COM | $2.6M | 1.0%Prev: 1.5% | 170,258 SH | Decreased+27,386 SH |
| TIC SOLUTIONS INC | COM | $782K | 0.3% | 77,339 SH | New |
| WARNER BROS DISCOVERY INC | COM SER A | $32.7M | 12.5%Prev: 1.8% | 1,135,089 SH | Increased+949,372 SH |
| 13F-HR |
| 0001172661-26-003725 |
| $223.5M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001172661-25-003469 | $176.2M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001172661-26-002293 | $206.1M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001172661-25-002344 | $193.5M | View |