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CIK 0001807092 • 6 13F filings • May 12, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $12.8M | 7.8%Prev: 4.5% | 60,000 SH | Increased |
| AMPHENOL CORP NEW | CL A | $13.5M | 8.2%Prev: 7.5% | 100,000 SH | Decreased-30,000 SH |
| ASML HOLDING N V | N Y REGISTRY SHS | $33.4M | 20.2%Prev: 8.7% | 31,261 SH | Increased+11,027 SH |
| AUTOZONE INC | COM | $7.2M | 4.3%Prev: 4.2% | 2,118 SH | Decreased |
| BROADCOM INC | COM | $10.4M | 6.3%Prev: 5.2% | 30,000 SH | Decreased-3,955 SH |
| CVS HEALTH CORP | COM | $28.3M | 17.1%Prev: 12.6% | 357,000 SH | Increased |
| INSTALLED BLDG PRODS INC | COM | $8.4M | 5.1%Prev: 3.7% | 32,277 SH | Increased |
| OMEGA HEALTHCARE INVS INC | COM | $15.0M | 9.1% | 339,098 SH | New |
| PATRICK INDS INC | COM | $16.3M | 9.8%Prev: 7.2% | 150,000 SH | Increased |
| ROYAL CARIBBEAN GROUP | COM | $11.2M | 6.7%Prev: 8.3% | 40,000 SH | Decreased-15,215 SH |
| SOMNIGROUP INTERNATIONAL INC | COM | $9.1M | 5.5% | 101,440 SH | New |
| 13F-HR |
| 0001807092-26-000009 |
| $179.6M |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001807092-25-000008 | $168.9M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001807092-26-000007 | $141.0M | View |
| May 12, 2025 | Q1 2025 | 13F-HR | 0001807092-25-000002 | $137.8M | View |