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CIK 0001697848 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AERCAP HOLDINGS NV | SHS | $22.3M | 3.1%Prev: 3.1% | 155,000 SH | Increased+12,931 SH |
| AFFIRM HLDGS INC | COM CL A | $9.7M | 1.3% | 130,000 SH | New |
| ALPHABET INC | CAP STK CL A | $25.0M | 3.5% | 80,000 SH | New |
| AMAZON COM INC | COM | $40.4M | 5.6%Prev: 5.1% | 175,000 SH | Increased+45,000 SH |
| AMER SPORTS INC | COM SHS | $56.0M | 7.8%Prev: 5.0% | 1,500,000 SH | Increased+700,000 SH |
| BLOCK INC | CL A | $44.9M | 6.2%Prev: 5.8% | 690,000 SH | Increased+240,000 SH |
| BOSTON BEER INC | CL A | $19.5M | 2.7% | 100,000 SH | New |
| BUILDERS FIRSTSOURCE INC | COM | $14.6M | 2.0%Prev: 3.0% | 142,000 SH | Decreased+3,000 SH |
| CLEAR SECURE INC | COM CL A | $4.5M | 0.6% | 129,031 SH | New |
| COMPOSECURE INC | COM CL A | $14.3M | 2.0%Prev: 5.6% | 740,000 SH | Decreased-760,000 SH |
| ESTABLISHMENT LABS HLDGS INC | COM | $27.3M | 3.8%Prev: 3.5% | 375,000 SH | Increased-105,000 SH |
| FLUTTER ENTMT PLC | SHS | $4.3M | 0.6% | 20,000 SH | New |
| FORESTAR GROUP INC | COM | $10.6M | 1.5%Prev: 3.0% | 430,000 SH | Decreased-195,000 SH |
| GROUP 1 AUTOMOTIVE INC | COM | $24.2M | 3.4%Prev: 4.7% | 61,500 SH | Decreased+1,500 SH |
| LULULEMON ATHLETICA INC | COM | $9.0M | 1.3% | 43,500 SH | New |
| LUXEXPERIENCE BV | SPONSORED ADS | $30.1M | 4.2%Prev: 5.2% | 3,600,000 SH | Increased+215,000 SH |
| QXO INC | COM NEW | $16.4M | 2.3% | 850,000 SH | New |
| REDDIT INC | CL A | $45.5M | 6.3%Prev: 5.0% | 198,000 SH | Increased+78,000 SH |
| RESOLUTE HLDGS MGMT INC | COM | $1.2M | 0.2%Prev: 0.4% | 5,900 SH | Decreased-27,100 SH |
| SIRIUSXM HOLDINGS INC | COMMON STOCK | $24.0M | 3.3% | 1,200,000 SH | New |
| SWEETGREEN INC | COM CL A | $40.6M | 5.6%Prev: 3.4% | 6,000,000 SH | Increased+3,625,000 SH |
| TAPESTRY INC | COM | $65.8M | 9.1%Prev: 11.7% | 515,000 SH | Increased-60,000 SH |
| TESLA INC | COM | $59.4M | 8.2% | 132,120 SH | New |
| THE REAL BROKERAGE INC | COM NEW | $1.8M | 0.3% | 500,000 SH | New |
| THE REALREAL INC | COM | $39.5M | 5.5%Prev: 6.7% | 2,500,000 SH | Increased-1,000,000 SH |
| THREDUP INC | CL A | $11.5M | 1.6% | 1,800,000 SH | New |
| UNITY SOFTWARE INC | COM | $15.9M | 2.2%Prev: 4.1% | 360,000 SH | Decreased-215,000 SH |
| VITA COCO CO INC | COM | $32.3M | 4.5%Prev: 8.2% | 610,000 SH | Decreased-458,500 SH |
| WOLVERINE WORLD WIDE INC | COM | $10.9M | 1.5%Prev: 4.0% | 600,000 SH | Decreased-220,000 SH |
| 13F-HR |
| 0001172661-26-003666 |
| $597.4M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001172661-25-003354 | $599.5M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001172661-26-002086 | $636.1M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001943 | $576.8M | View |