El Segundo, CACIK 13888384 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
19 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 200.2K | $37.33M | 27.7% | −16.9K | Reduced |
| 2 | Cognizant Technology Solutio | 288.1K | $23.92M | 17.7% | +71.1K | Added |
| 3 | Makemytrip Limited Mauritius | 248.9K | $20.44M | 15.2% | 0 | Held |
| 4 |
| 295.4K |
| $13.82M |
| 10.3% |
| 0 |
| Held |
| 5 | Taskus Inc | 947.8K | $11.17M | 8.3% | +947.8K | New |
| 6 | Sea Ltd | 42.8K | $5.46M | 4.1% | +15.0K | Added |
| 7 | Grab Holdings Limited | 1.08M | $5.38M | 4.0% | +368.4K | Added |
| 8 | Arista Networks Inc | 25.1K | $3.29M | 2.4% | −16.1K | Reduced |
| 9 | Freshworks Inc | 250.5K | $3.07M | 2.3% | +14.2K | Added |
| 10 | Intuitive Surgical Inc | 4.1K | $2.32M | 1.7% | 0 | Held |
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