New York, NYCIK 13207694 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
12 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Jfrog Ltd | 1.51M | $94.40M | 17.5% | +15.5K | Added |
| 2 | Intapp Inc | 1.84M | $84.39M | 15.6% | +98.8K | Added |
| 3 | Jabil Inc | 349.0K | $79.57M | 14.7% | +147 | Added |
| 4 | Alkami Technology Inc |
| 2.29M |
| $52.76M |
| 9.8% |
| +269.5K |
| Added |
| 5 | Servicenow Inc | 339.8K | $52.05M | 9.6% | +272.5K | Added |
| 6 | Procore Technologies Inc | 659.5K | $47.97M | 8.9% | +5.5K | Added |
| 7 | Transdigm Group Inc | 26.2K | $34.84M | 6.5% | −5.3K | Reduced |
| 8 | Tyler Technologies Inc | 57.1K | $25.90M | 4.8% | +586 | Added |
| 9 | Cellebrite Di Ltd | 1.19M | $21.37M | 4.0% | +915.8K | Added |
| 10 | Tradeweb Mkts Inc | 186.8K | $20.09M | 3.7% | −37.9K | Reduced |
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