Durham, NCCIK 12789604 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
15 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vroom Inc | 425.5K | $8.47M | 23.4% | +10.5K | Added |
| 2 | Harmonic Inc | 650.0K | $6.43M | 17.7% | −24.6K | Reduced |
| 3 | Aerovironment Inc | 12.1K | $2.93M | 8.1% | +12.1K | New |
| 4 | Array Technologies Inc |
| 295.5K |
| $2.72M |
| 7.5% |
| +295.5K |
| New |
| 5 | Core Scientific Inc New | 160.9K | $2.34M | 6.5% | +160.9K | New |
| 6 | Neogenomics Inc | 165.1K | $1.94M | 5.4% | −36.2K | Reduced |
| 7 | Liveperson Inc | 485.0K | $1.88M | 5.2% | +485.0K | New |
| 8 | Ast Spacemobile Inc | 24.2K | $1.76M | 4.9% | +24.2K | New |
| 9 | Gossamer Bio Inc | 500.0K | $1.55M | 4.3% | 0 | Held |
| 10 | Scorpio Tankers Inc | 30.0K | $1.52M | 4.2% | 0 | Held |
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