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CIK 0001606430 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AIRBNB INC | COM CL A | $64.2M | 4.2%Prev: 4.6% | 484,784 SH | Increased+128,459 SH |
| ASML HOLDING N V | N Y REGISTRY SHS | $72.7M | 4.8% | 90,730 SH | New |
| ATLASSIAN CORPORATION | CL A | $49.5M | 3.2% | 243,585 SH | New |
| BOSTON BEER INC | CL A | $5.7M | 0.4% | 30,000 SH | New |
| CHIPOTLE MEXICAN GRILL INC | COM | $78.6M | 5.2%Prev: 4.6% | 1,400,372 SH | Increased+12,103 SH |
| COUPANG INC | CL A | $66.1M | 4.3% | 2,206,297 SH | New |
| CRH PLC | ORD | $80.7M | 5.3% | 879,163 SH | New |
| EQT CORP | COM | $71.8M | 4.7% | 1,231,711 SH | New |
| EXPAND ENERGY CORPORATION | COM | $43.5M | 2.9% | 372,278 SH | New |
| FLOOR & DECOR HLDGS INC | CL A | $123.0M | 8.1%Prev: 6.1% | 1,619,457 SH | Increased+459,067 SH |
| FLUTTER ENTMT PLC | SHS | $82.7M | 5.4% | 289,455 SH | New |
| HDFC BANK LTD | SPONSORED ADS | $51.1M | 3.3%Prev: 1.5% | 665,970 SH | Increased+94,816 SH |
| ICICI BANK LIMITED | ADR | $3.9M | 0.3% | 115,114 SH | New |
| IDEXX LABS INC | COM | $61.4M | 4.0% | 114,459 SH | New |
| IRIDIUM COMMUNICATIONS INC | COM | $15.9M | 1.0% | 525,700 SH | New |
| KLA CORP | COM NEW | $26.1M | 1.7% | 29,089 SH | New |
| LOWES COS INC | COM | $79.0M | 5.2% | 356,030 SH | New |
| MARTIN MARIETTA MATLS INC | COM | $21.9M | 1.4% | 39,913 SH | New |
| MASTERCARD INCORPORATED | CL A | $61.4M | 4.0%Prev: 4.7% | 109,214 SH | Increased+18,565 SH |
| MICROSOFT CORP | COM | $44.5M | 2.9%Prev: 6.0% | 89,471 SH | Decreased-69,133 SH |
| PLANET FITNESS INC | CL A | $59.0M | 3.9% | 540,979 SH | New |
| RENTOKIL INITIAL PLC | SPONSORED ADR | $1.9M | 0.1%Prev: 1.1% | 79,590 SH | Decreased-255,168 SH |
| TALEN ENERGY CORP | COM | $98.0M | 6.4%Prev: 7.4% | 336,885 SH | Increased+112,106 SH |
| TYLER TECHNOLOGIES INC | COM | $28.2M | 1.8% | 47,504 SH | New |
| UBER TECHNOLOGIES INC | COM | $90.4M | 5.9%Prev: 7.3% | 969,003 SH | Increased-19,439 SH |
| VISA INC | COM CL A | $82.0M | 5.4%Prev: 6.9% | 230,958 SH | Increased+10,164 SH |
| WINGSTOP INC | COM | $62.9M | 4.1%Prev: 2.7% | 186,811 SH | Increased+14,003 SH |
| Q3 2025 |
| 13F-HR |
| 0001172661-25-004816 |
| $1.39B |
| View |
| Aug 14, 2026 | Q2 2026 | 13F-HR | 0001172661-26-003630 | $139.5M | View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001172661-25-003357 | $1.53B | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001172661-26-002355 | $973.8M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001172661-25-002070 | $1.56B | View |