Minneapolis, MNCIK 10504424 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
61 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Pure Storage Inc | 4.90M | $328.18M | 6.3% | −262.8K | Reduced |
| 2 | Garmin Ltd | 1.40M | $283.89M | 5.4% | +22.7K | Added |
| 3 | Super Micro Computer Inc | 9.64M | $282.09M | 5.4% | +156.0K | Added |
| 4 | Expand Energy Corporation |
| 2.55M |
| $281.40M |
| 5.4% |
| +56.2K |
| Added |
| 5 | Arista Networks Inc | 1.95M | $255.35M | 4.9% | +25.6K | Added |
| 6 | Plexus Corp | 1.59M | $233.85M | 4.5% | +37.3K | Added |
| 7 | Semtech Corp | 2.80M | $206.43M | 4.0% | +71.9K | Added |
| 8 | Viasat Inc | 5.93M | $204.20M | 3.9% | +199.9K | Added |
| 9 | Interdigital Inc | 609.2K | $193.94M | 3.7% | −181.8K | Reduced |
| 10 | Coterra Energy Inc | 6.78M | $178.38M | 3.4% | +102.3K | Added |
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