Boston, MACIK 10341964 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
24 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Niq Global Intelligence PLC | 149.38M | $2.46B | 51.0% | 0 | Held |
| 2 | Olaplex Hldgs Inc | 499.47M | $669.29M | 13.9% | 0 | Held |
| 3 | Waystar Hldg Corp | 11.06M | $362.21M | 7.5% | +11.06M | New |
| 4 | Ci&T Inc |
| 49.64M |
| $202.03M |
| 4.2% |
| 0 |
| Held |
| 5 | Definitive Healthcare Corp | 62.49M | $180.53M | 3.7% | 0 | Held |
| 6 | Nu Hldgs Ltd | 9.00M | $150.62M | 3.1% | −1.06M | Reduced |
| 7 | Taiwan Semiconductor Mfg Ltd | 403.0K | $122.47M | 2.5% | −45.3K | Reduced |
| 8 | Carpenter Technology Corp | 341.2K | $107.42M | 2.2% | −216.7K | Reduced |
| 9 | Blue Owl Capital Inc | 6.69M | $99.90M | 2.1% | +1.21M | Added |
| 10 | Marvell Technology Inc | 735.9K | $62.54M | 1.3% | +82.3K | Added |
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