New York, NYCIK 13857024 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
21 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Champion Homes Inc | 2.00M | $169.00M | 22.7% | 0 | Held |
| 2 | Agilysys Inc | 1.19M | $141.74M | 19.1% | 0 | Held |
| 3 | Grupo Financiero Galicia S.A | 1.34M | $72.47M | 9.8% | +1.34M | New |
| 4 | Qualcomm Inc |
| 394.0K |
| $67.40M |
| 9.1% |
| +394.0K |
| New |
| 5 | Autolus Therapeutics PLC | 30.01M | $59.71M | 8.0% | +3.99M | Added |
| 6 | Grupo Supervielle S.A. | 4.00M | $47.28M | 6.4% | 0 | Held |
| 7 | Coursera Inc | 3.75M | $27.61M | 3.7% | +3.75M | New |
| 8 | Standard Biotools Inc | 19.29M | $24.69M | 3.3% | +3.36M | Added |
| 9 | Udemy Inc | 3.77M | $22.05M | 3.0% | +3.77M | New |
| 10 | Yatra Online Inc | 12.17M | $21.66M | 2.9% | 0 | Held |
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