San Francisco, CACIK 12186634 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
7 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Sprott Physical Gold Etv | 411.4K | $13.58M | 17.2% | +189.2K | Added |
| 2 | Autodesk Inc | 42.1K | $12.47M | 15.8% | 0 | Held |
| 3 | Amazon Com Inc | 52.9K | $12.22M | 15.5% | 0 | Held |
| 4 | Unitedhealth Group Inc |
| 35.6K |
| $11.74M |
| 14.9% |
| 0 |
| Held |
| 5 | Atlassian Corporation | 70.6K | $11.45M | 14.5% | +35.3K | Added |
| 6 | Monday Com Ltd | 73.7K | $10.88M | 13.8% | +3.6K | Added |
| 7 | Veeva Sys Inc | 29.8K | $6.64M | 8.4% | −7.5K | Reduced |