Burlington, VTCIK 13154784 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
128 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Penumbra Inc | 601.8K | $187.11M | 1.9% | −116.1K | Reduced |
| 2 | Nutanix Inc | 3.41M | $176.32M | 1.8% | −71.2K | Reduced |
| 3 | Esab Corporation | 1.52M | $170.10M | 1.7% | −467.5K | Reduced |
| 4 | Msa Safety Inc |
| 1.06M |
| $169.92M |
| 1.7% |
| −411.7K |
| Reduced |
| 5 | Confluent Inc | 5.49M | $166.00M | 1.7% | −5.65M | Reduced |
| 6 | Repligen Corp | 1.00M | $164.51M | 1.7% | −335.3K | Reduced |
| 7 | Wingstop Inc | 678.2K | $161.75M | 1.6% | −89.0K | Reduced |
| 8 | Gitlab Inc | 4.09M | $153.48M | 1.6% | −613.8K | Reduced |
| 9 | Cullen Frost Bankers Inc | 1.17M | $147.91M | 1.5% | −521.6K | Reduced |
| 10 | Edwards Lifesciences Corp | 1.73M | $147.84M | 1.5% | −380.3K | Reduced |
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