Palm Beach, FLCIK 11727794 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
47 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 1.07M | $198.78M | 18.2% | −89.4K | Reduced |
| 2 | Palantir Technologies Inc | 778.1K | $138.31M | 12.7% | −43.9K | Reduced |
| 3 | Amazon Com Inc | 387.5K | $89.44M | 8.2% | −40.5K | Reduced |
| 4 | Alphabet Inc |
| 223.3K |
| $70.07M |
| 6.4% |
| −6.3K |
| Reduced |
| 5 | Visa Inc | 156.2K | $54.78M | 5.0% | −7.6K | Reduced |
| 6 | Taiwan Semiconductor Mfg Ltd | 163.2K | $49.59M | 4.5% | +49.7K | Added |
| 7 | Microsoft Corp | 101.0K | $48.84M | 4.5% | −9.1K | Reduced |
| 8 | Mastercard Incorporated | 75.8K | $43.27M | 4.0% | −692 | Reduced |
| 9 | Meta Platforms Inc | 62.3K | $41.12M | 3.8% | +1.5K | Added |
| 10 | Servicenow Inc | 227.7K | $34.88M | 3.2% | +183.9K | Added |
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