Boston, MACIK 13502904 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
155 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ttm Technologies Inc | 1.15M | $79.12M | 4.2% | −42.1K | Reduced |
| 2 | Modine Mfg Co | 535.9K | $71.55M | 3.8% | −66.5K | Reduced |
| 3 | Castle Biosciences Inc | 1.73M | $67.28M | 3.6% | +214.4K | Added |
| 4 | Celestica Inc |
| 172.3K |
| $50.93M |
| 2.7% |
| −79.3K |
| Reduced |
| 5 | Akamai Technologies Inc | 524.3K | $45.75M | 2.5% | +524.3K | New |
| 6 | The Real Brokerage Inc | 10.78M | $39.35M | 2.1% | +5.01M | Added |
| 7 | Semtech Corp | 508.7K | $37.48M | 2.0% | −160.2K | Reduced |
| 8 | Baidu Inc | 263.7K | $34.45M | 1.8% | +259.1K | Added |
| 9 | Vishay Precision Group Inc | 877.7K | $33.79M | 1.8% | +54.4K | Added |
| 10 | Genius Sports Limited | 2.94M | $32.38M | 1.7% | −674.7K | Reduced |
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