Boston, MACIK 13873224 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 | Alphabet Inc | 2.10M | $657.59M | 8.4% | +930.6K | Added |
| 2 | Celestica Inc | 1.88M | $556.45M | 7.1% | −1.11M | Reduced |
| 3 | Applovin Corp | 808.4K | $544.69M | 7.0% | −163.0K | Reduced |
| 4 | Carvana Co |
| 1.07M |
| $451.90M |
| 5.8% |
| +503.1K |
| Added |
| 5 | Amazon Com Inc | 1.86M | $428.84M | 5.5% | +410.3K | Added |
| 6 | Broadcom Inc | 1.03M | $357.08M | 4.6% | −399.2K | Reduced |
| 7 | Roblox Corp | 4.11M | $332.64M | 4.3% | +385.5K | Added |
| 8 | Jfrog Ltd | 5.30M | $330.90M | 4.2% | +2.39M | Added |
| 9 | Meta Platforms Inc | 469.7K | $310.05M | 4.0% | −260.1K | Reduced |
| 10 | Ttm Technologies Inc | 4.28M | $295.07M | 3.8% | +2.26M | Added |
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