New York, NYCIK 13054734 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
30 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Hinge Health Inc | 9.38M | $435.48M | 32.6% | −1.65M | Reduced |
| 2 | Udemy Inc | 38.03M | $222.49M | 16.6% | 0 | Held |
| 3 | Nvidia Corporation | 549.6K | $102.51M | 7.7% | +83.4K | Added |
| 4 | Alphabet Inc |
| 283.8K |
| $88.82M |
| 6.6% |
| +196.9K |
| Added |
| 5 | Microsoft Corp | 182.7K | $88.36M | 6.6% | −34.7K | Reduced |
| 6 | Amazon Com Inc | 353.7K | $81.63M | 6.1% | −5.0K | Reduced |
| 7 | Taiwan Semiconductor Mfg Ltd | 225.2K | $68.44M | 5.1% | +12.2K | Added |
| 8 | Stubhub Hldgs Inc | 3.44M | $46.51M | 3.5% | 0 | Held |
| 9 | Meta Platforms Inc | 55.7K | $36.76M | 2.7% | −29.2K | Reduced |
| 10 | The Real Brokerage Inc | 6.97M | $25.44M | 1.9% | −654.7K | Reduced |
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