Boston, MACIK 14208164 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
56 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 600.0K | $111.90M | 11.2% | 0 | Held |
| 2 | Cameco Corp | 1.00M | $91.49M | 9.1% | 0 | Held |
| 3 | Amazon Com Inc | 200.0K | $46.16M | 4.6% | 0 | Held |
| 4 | Heico Corp New |
| 140.0K |
| $45.30M |
| 4.5% |
| 0 |
| Held |
| 5 | Novanta Inc | 375.0K | $44.62M | 4.5% | +125.0K | Added |
| 6 | Heico Corp New | 125.0K | $31.55M | 3.2% | 0 | Held |
| 7 | Taiwan Semiconductor Mfg Ltd | 100.0K | $30.39M | 3.0% | −20.0K | Reduced |
| 8 | Meta Platforms Inc | 40.0K | $26.40M | 2.6% | −20.0K | Reduced |
| 9 | Trimble Inc | 300.0K | $23.50M | 2.3% | 0 | Held |
| 10 | Analog Devices Inc | 85.0K | $23.05M | 2.3% | −15.0K | Reduced |
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