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CIK 0001842246 • 3 13F filings • Apr 23, 2025 – Oct 31, 2025
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON.COM INC | COM | $7.7M | 15.6%Prev: 16.9% | 35,000 SH | Increased+10,000 SH |
| CONSTELLATION ENERGY CORP | COM | $1.6M | 3.3%Prev: 3.0% | 5,000 SH | Increased+2,000 SH |
| GENERAL ELECTRIC AEROSPACE | COM | $1.5M | 3.1% | 5,000 SH | New |
| GLOBAL X DEFENSE TECH ETF | ETF | $3.5M | 7.1% | 50,000 SH | New |
| GOOG ALPHABET INC | COM | $9.7M | 19.8% | 40,000 SH | New |
| HCA HEALTHCARE ORD | COM | $4.3M | 8.7%Prev: 14.2% | 10,000 SH | Decreased-2,000 SH |
| META PLATFORM INC | COM | $6.6M | 13.4%Prev: 18.2% | 9,000 SH | Increased+1,000 SH |
| ROBINHOOD MARKETS INC - A | COM | $2.1M | 4.4% | 15,000 SH | New |
| SNOWFLAKE INC | COM | $2.3M | 4.6%Prev: 6.9% | 10,000 SH | Increased |
| TAIWAN SEMICONDUCTOR-SP ADR | SPONSORED ADS | $8.4M | 17.0%Prev: 10.5% | 30,000 SH | Increased+15,000 SH |
| ZSCALER ORD | COM | $1.5M | 3.0%Prev: 9.7% | 5,000 SH | Decreased-5,000 SH |
| 13F-HR |
| 0001842246-25-000002 |
| $16.4M |
| View |