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CIK 0001387322 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $657.6M | 8.4%Prev: 3.4% | 2,100,923 SH | Increased+930,640 SH |
| AMAZON COM INC | COM | $428.8M | 5.5%Prev: 3.7% | 1,857,878 SH | Increased+410,303 SH |
| APPLOVIN CORP | COM CL A | $544.7M | 7.0%Prev: 8.2% | 808,356 SH | Decreased-163,048 SH |
| BLOOM ENERGY CORP | COM CL A | $116.4M | 1.5%Prev: 4.7% | 1,339,623 SH | Decreased-3,341,350 SH |
| BROADCOM INC | COM | $357.1M | 4.6%Prev: 5.6% | 1,031,732 SH | Decreased-399,179 SH |
| CARVANA CO | CL A | $451.9M | 5.8%Prev: 2.5% | 1,070,802 SH | Increased+503,091 SH |
| CELESTICA INC | COM | $556.5M | 7.1%Prev: 8.7% | 1,882,391 SH | Decreased-1,110,944 SH |
| CHIME FINL INC | COM SHS CL A | $266K | 0.0%Prev: 0.3% | 10,572 SH | Decreased-1,387,894 SH |
| CIENA CORP | COM NEW | $209.0M | 2.7%Prev: 2.3% | 893,483 SH | Increased-444,317 SH |
| COHERENT CORP | COM | $202.1M | 2.6%Prev: 0.6% | 1,094,757 SH | Increased+635,359 SH |
| CORNING INC | COM | $233.8M | 3.0%Prev: 2.5% | 2,669,780 SH | Increased+47,494 SH |
| DUOLINGO INC | CL A COM | $153.9M | 2.0%Prev: 3.3% | 876,646 SH | Decreased+8,477 SH |
| FABRINET | SHS | $280.5M | 3.6%Prev: 2.9% | 616,047 SH | Increased-65,953 SH |
| HEWLETT PACKARD ENTERPRISE C | COM | $45.8M | 0.6%Prev: 0.6% | 1,908,017 SH | Decreased |
| HUBSPOT INC | COM | $59.9M | 0.8%Prev: 0.8% | 149,246 SH | Decreased |
| IMPINJ INC | COM | $154.4M | 2.0%Prev: 2.6% | 887,272 SH | Decreased-337,313 SH |
| JFROG LTD | ORD SHS | $330.9M | 4.2%Prev: 1.6% | 5,297,812 SH | Increased+2,389,415 SH |
| KLAVIYO INC | COM SER A | $99.3M | 1.3%Prev: 1.0% | 3,057,889 SH | Increased+922 SH |
| MACOM TECH SOLUTIONS HLDGS I | COM | $134.2M | 1.7% | 783,305 SH | New |
| MERCADOLIBRE INC | COM | $197.7M | 2.5%Prev: 1.7% | 98,175 SH | Increased+37,235 SH |
| META PLATFORMS INC | CL A | $310.1M | 4.0%Prev: 6.3% | 469,713 SH | Decreased-260,109 SH |
| MONGODB INC | CL A | $251.8M | 3.2%Prev: 2.0% | 599,970 SH | Increased+47,870 SH |
| NU HLDGS LTD | ORD SHS CL A | $180.1M | 2.3%Prev: 2.3% | 10,755,918 SH | Decreased-1,662,741 SH |
| NVIDIA CORPORATION | COM | $224.1M | 2.9%Prev: 7.0% | 1,201,695 SH | Decreased-1,984,856 SH |
| OKTA INC | CL A | $37.6M | 0.5%Prev: 0.5% | 434,854 SH | Decreased |
| ROBLOX CORP | CL A | $332.6M | 4.3%Prev: 6.1% | 4,105,113 SH | Decreased+385,533 SH |
| SANDISK CORP | COM | $238.2M | 3.0% | 1,003,566 SH | New |
| SEMTECH CORP | COM | $287.5M | 3.7%Prev: 2.9% | 3,901,469 SH | Increased+396,504 SH |
| SITIME CORP | COM | $246.7M | 3.2%Prev: 1.7% | 698,539 SH | Increased+218,038 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $180.2M | 2.3%Prev: 2.4% | 592,941 SH | Decreased-133,862 SH |
| TTM TECHNOLOGIES INC | COM | $295.1M | 3.8%Prev: 1.4% | 4,276,320 SH | Increased+2,260,035 SH |
| WEALTHFRONT CORP | COM | $21.7M | 0.3% | 1,600,000 SH | New |
| 13F-HR |
| 0001172661-26-003733 |
| $12.46B |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001172661-25-003481 | $7.21B | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001172661-26-002159 | $7.74B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001172661-25-002342 | $5.76B | View |