New York, NYCIK 13895444 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
35 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Palantir Technologies Inc | 1.13M | $199.97M | 25.0% | −75.0K | Reduced |
| 2 | Acuity Inc | 344.1K | $123.89M | 15.5% | 0 | Held |
| 3 | Affirm Hldgs Inc | 721.4K | $53.69M | 6.7% | 0 | Held |
| 4 | Microsoft Corp |
| 88.4K |
| $42.74M |
| 5.3% |
| 0 |
| Held |
| 5 | Aurora Innovation Inc | 10.39M | $39.88M | 5.0% | 0 | Held |
| 6 | Schwab Charles Corp | 380.2K | $37.99M | 4.8% | 0 | Held |
| 7 | Mastercard Incorporated | 65.6K | $37.42M | 4.7% | 0 | Held |
| 8 | Ishares Bitcoin Trust ETF | 670.2K | $33.28M | 4.2% | 0 | Held |
| 9 | Berkshire Hathaway Inc Del | 41 | $30.95M | 3.9% | 0 | Held |
| 10 | Alphabet Inc | 85.4K | $26.81M | 3.4% | 0 | Held |
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