New York, NYCIK 14216694 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
13 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Applovin Corp | 95.0K | $64.01M | 15.1% | 0 | Held |
| 2 | Carvana Co | 150.0K | $63.30M | 14.9% | +30.0K | Added |
| 3 | Meta Platforms Inc | 90.0K | $59.41M | 14.0% | +10.0K | Added |
| 4 | Mercadolibre Inc |
| 25.0K |
| $50.36M |
| 11.9% |
| +7.5K |
| Added |
| 5 | Microsoft Corp | 90.0K | $43.53M | 10.3% | +55.0K | Added |
| 6 | Amazon Com Inc | 130.0K | $30.01M | 7.1% | +130.0K | New |
| 7 | Alphabet Inc | 80.0K | $25.04M | 5.9% | −20.0K | Reduced |
| 8 | Sea Ltd | 150.0K | $19.14M | 4.5% | +45.0K | Added |
| 9 | Bbb Foods Inc | 550.0K | $18.36M | 4.3% | −1.05M | Reduced |
| 10 | Goosehead Ins Inc | 225.0K | $16.57M | 3.9% | +100.0K | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio