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CIK 0001994625 • 7 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| BLACKSTONE INC | COM | $31.0M | 11.6%Prev: 10.7% | 200,827 SH | Decreased+13,935 SH |
| COSTAR GROUP INC | COM | $14.4M | 5.4%Prev: 12.1% | 214,388 SH | Decreased-214,450 SH |
| CURTISS WRIGHT CORP | COM | $17.0M | 6.3% | 30,802 SH | New |
| HEICO CORP NEW | CL A | $35.6M | 13.3%Prev: 11.9% | 141,209 SH | Increased+1,410 SH |
| INTERCONTINENTAL EXCHANGE IN | COM | $32.1M | 12.0%Prev: 10.8% | 198,463 SH | Increased+7,810 SH |
| QUANTA SVCS INC | COM | $17.5M | 6.5% | 41,520 SH | New |
| REPUBLIC SVCS INC | COM | $15.6M | 5.8%Prev: 11.5% | 73,765 SH | Decreased-75,300 SH |
| SERVICENOW INC | COM | $21.3M | 7.9%Prev: 7.9% | 138,870 SH | Decreased+113,256 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $23.6M | 8.8% | 34,680 SH | New |
| SPOTIFY TECHNOLOGY S A | SHS | $19.4M | 7.2%Prev: 10.0% | 33,356 SH | Decreased-9,220 SH |
| WASTE CONNECTIONS INC | COM | $40.1M | 15.0%Prev: 13.4% | 228,759 SH | Increased+620 SH |
| 13F-HR |
| 0001892688-26-000134 |
| $290.5M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001892688-25-000160 | $299.6M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001892688-26-000090 | $242.9M | View |
| May 16, 2025 | Q1 2025 | 13F-HR/A | 0001892688-25-000130 | $303.6M | View |