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CIK 0001965819 • 7 13F filings • May 9, 2025 – Oct 14, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $243K | 0.7%Prev: 1.5% | 1,000 SH | Decreased-500 SH |
| APPLIED MATLS INC | COM | $307K | 0.9% | 1,500 SH | New |
| ARCOS DORADOS HOLDINGS INC | SHS CLASS -A - | $1.1M | 3.1% | 158,736 SH | New |
| ARISTA NETWORKS INC | COM SHS | $233K | 0.7% | 1,600 SH | New |
| BROADCOM INC | COM | $264K | 0.8% | 800 SH | New |
| CONOCOPHILLIPS | COM | $206K | 0.6% | 2,178 SH | New |
| DAKTRONICS INC | COM | $450K | 1.3% | 21,500 SH | New |
| DELL TECHNOLOGIES INC | CL C | $284K | 0.8% | 2,000 SH | New |
| DREAM FINDERS HOMES INC | COM CL A | $517K | 1.5% | 19,951 SH | New |
| DROPBOX INC | CL A | $529K | 1.5% | 17,520 SH | New |
| ENHABIT INC | COM | $3.0M | 8.7% | 375,142 SH | New |
| EXLSERVICE HOLDINGS INC | COM | $1.2M | 3.5% | 27,700 SH | New |
| GITLAB INC | CLASS A COM | $225K | 0.7% | 5,000 SH | New |
| INTEL CORP | COM | $815K | 2.4%Prev: 1.0% | 24,300 SH | Increased+21,800 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $226K | 0.7% | 800 SH | New |
| ISHARES INC | MSCI BRAZIL ETF | $282K | 0.8% | 9,100 SH | New |
| JACOBS SOLUTIONS INC | COM | $854K | 2.5%Prev: 2.2% | 5,700 SH | Increased-500 SH |
| LYFT INC | CL A COM | $1.1M | 3.3%Prev: 7.5% | 51,000 SH | Decreased-132,929 SH |
| MARVELL TECHNOLOGY INC | COM | $631K | 1.8%Prev: 0.8% | 7,500 SH | Increased+6,500 SH |
| NEWS CORP NEW | CL A | $997K | 2.9%Prev: 4.8% | 32,454 SH | Decreased-35,831 SH |
| NUSCALE PWR CORP | CL A COM | $288K | 0.8% | 8,000 SH | New |
| NXP SEMICONDUCTORS N V | COM | $228K | 0.7%Prev: 1.0% | 1,000 SH | Decreased-300 SH |
| OCEANEERING INTL INC | COM | $669K | 1.9% | 27,000 SH | New |
| ONESPAWORLD HOLDINGS LIMITED | COM | $1.3M | 3.8%Prev: 5.1% | 61,400 SH | Decreased-2,467 SH |
| ORACLE CORP | COM | $281K | 0.8% | 1,000 SH | New |
| ORION S.A. | COM | $839K | 2.4% | 110,649 SH | New |
| PAGERDUTY INC | COM | $215K | 0.6% | 13,000 SH | New |
| PELOTON INTERACTIVE INC | CL A COM | $225K | 0.7%Prev: 1.0% | 25,000 SH | Decreased-35,000 SH |
| PERRIGO CO PLC | SHS | $3.9M | 11.2%Prev: 10.3% | 173,241 SH | Increased-179,281 SH |
| PRIMORIS SVCS CORP | COM | $3.7M | 10.7%Prev: 7.2% | 26,900 SH | Increased+928 SH |
| REDDIT INC | CL A | $1.5M | 4.5%Prev: 4.0% | 6,700 SH | Increased-1,500 SH |
| ROBLOX CORP | CL A | $277K | 0.8% | 2,000 SH | New |
| ROKU INC | COM CL A | $1.1M | 3.2%Prev: 4.2% | 11,000 SH | Decreased+50 SH |
| RUMBLE INC | COM CL A | $181K | 0.5% | 25,000 SH | New |
| SEALSQ CORP | ORD SHS | $88K | 0.3% | 23,500 SH | New |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | $204K | 0.6% | 2,600 SH | New |
| SILICON MOTION TECHNOLOGY CO | SPONSORED ADR | $1.2M | 3.4%Prev: 3.6% | 12,300 SH | Decreased+8,500 SH |
| SNAP INC | CL A | $77K | 0.2% | 10,000 SH | New |
| SNOWFLAKE INC | COM SHS | $226K | 0.7%Prev: 0.7% | 1,000 SH | Decreased |
| SPOTIFY TECHNOLOGY S A | SHS | $349K | 1.0% | 500 SH | New |
| STMICROELECTRONICS N V | NY REGISTRY | $226K | 0.7%Prev: 1.3% | 8,000 SH | Decreased+2,000 SH |
| TEMPUS AI INC | CL A | $202K | 0.6% | 2,500 SH | New |
| TYLER TECHNOLOGIES INC | COM | $1.1M | 3.3%Prev: 0.8% | 2,175 SH | Increased+1,150 SH |
| VERTIV HOLDINGS CO | COM CL A | $226K | 0.7% | 1,500 SH | New |
| WARNER BROS DISCOVERY INC | COM SER A | $2.0M | 5.8%Prev: 3.1% | 101,977 SH | Increased+60,062 SH |
| ZETA GLOBAL HOLDINGS CORP | CL A | $238K | 0.7% | 12,000 SH | New |
| ZSCALER INC | COM | $210K | 0.6% | 700 SH | New |
| 13F-HR |
| 0001965819-25-000007 |
| $34.5M |
| View |
| Jul 31, 2026 | Q2 2026 | 13F-HR | 0001965819-26-000004 | $35.6M | View |
| Jul 29, 2025 | Q2 2025 | 13F-HR | 0001965819-25-000006 | $46.1M | View |
| Apr 29, 2026 | Q1 2026 | 13F-HR | 0001965819-26-000003 | $32.1M | View |
| May 9, 2025 | Q1 2025 | 13F-HR | 0001965819-25-000004 | $38.1M | View |