Hockessin, DECIK 11351214 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
38 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | The Campbells Company | 3.33M | $92.79M | 45.9% | +3.33M | New |
| 2 | Ishares Tr | 293.7K | $41.55M | 20.5% | 0 | Held |
| 3 | Uipath Inc | 1.01M | $16.55M | 8.2% | 0 | Held |
| 4 | Crowdstrike Hldgs Inc |
| 32.4K |
| $15.17M |
| 7.5% |
| −100 |
| Reduced |
| 5 | Nvidia Corporation | 19.4K | $3.62M | 1.8% | −200 | Reduced |
| 6 | Natera Inc | 15.6K | $3.57M | 1.8% | −200 | Reduced |
| 7 | Uber Technologies Inc | 29.4K | $2.40M | 1.2% | 0 | Held |
| 8 | Cloudflare Inc | 9.9K | $1.95M | 1.0% | 0 | Held |
| 9 | Zscaler Inc | 8.4K | $1.88M | 0.9% | 0 | Held |
| 10 | Salesforce Inc | 6.9K | $1.83M | 0.9% | 0 | Held |
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