Menlo Park, CACIK 11043294 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
20 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Chime Finl Inc | 27.22M | $685.01M | 53.1% | −2.03M | Reduced |
| 2 | Lam Research Corp | 572.7K | $98.04M | 7.6% | −190.5K | Reduced |
| 3 | Alphabet Inc | 193.7K | $60.63M | 4.7% | +34.3K | Added |
| 4 | Mercadolibre Inc |
| 28.0K |
| $56.34M |
| 4.4% |
| +966 |
| Added |
| 5 | Micron Technology Inc | 165.1K | $47.13M | 3.7% | −122.0K | Reduced |
| 6 | Nutanix Inc | 751.2K | $38.83M | 3.0% | +27.0K | Added |
| 7 | Doordash Inc | 145.8K | $33.02M | 2.6% | −28.5K | Reduced |
| 8 | Pure Storage Inc | 482.8K | $32.36M | 2.5% | −237.4K | Reduced |
| 9 | Veeva Sys Inc | 127.3K | $28.41M | 2.2% | −53.8K | Reduced |
| 10 | Nu Hldgs Ltd | 1.66M | $27.73M | 2.1% | +1.66M | New |
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