New York, NYCIK 13229244 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
32 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Lattice Semiconductor Corp | 356.4K | $26.22M | 10.2% | +10.0K | Added |
| 2 | Krystal Biotech Inc | 96.2K | $23.72M | 9.2% | −13.0K | Reduced |
| 3 | Symbotic Inc | 264.1K | $15.72M | 6.1% | −85.9K | Reduced |
| 4 | Proto Labs Inc |
| 306.1K |
| $15.49M |
| 6.0% |
| −5.0K |
| Reduced |
| 5 | Kratos Defense & Sec Solutio | 184.5K | $14.00M | 5.4% | −15.0K | Reduced |
| 6 | Dave Inc | 61.4K | $13.58M | 5.3% | −6.0K | Reduced |
| 7 | Universal Display Corp | 111.0K | $12.96M | 5.0% | +7.0K | Added |
| 8 | Silicon Laboratories Inc | 98.0K | $12.81M | 5.0% | +3.0K | Added |
| 9 | Allegro Microsystems Inc | 457.5K | $12.07M | 4.7% | +60.0K | Added |
| 10 | Ipg Photonics Corp | 143.9K | $10.30M | 4.0% | +25.0K | Added |
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