Irvine, CACIK 10373534 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
5 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Braze Inc | 64.4K | $2.21M | 28.3% | +64.4K | New |
| 2 | Servicetitan Inc | 20.0K | $2.13M | 27.3% | +20.0K | New |
| 3 | Servicenow Inc | 12.8K | $1.95M | 25.1% | +12.8K | New |
| 4 | Etoro Group Ltd |
| 34.0K |
| $1.20M |
| 15.3% |
| +34.0K |
| New |
| 5 | Airbnb Inc | 2.3K | $309.6K | 4.0% | +2.3K | New |