New York, NYCIK 14236864 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
26 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Draftkings Inc New | 5.52M | $190.36M | 13.7% | +4.14M | Added |
| 2 | Global E Online Ltd | 4.39M | $172.40M | 12.5% | −1.29M | Reduced |
| 3 | Iqvia Hldgs Inc | 549.7K | $123.90M | 8.9% | −253.4K | Reduced |
| 4 | Flywire Corporation |
| 7.93M |
| $112.25M |
| 8.1% |
| −3.38M |
| Reduced |
| 5 | Guardant Health Inc | 922.6K | $94.24M | 6.8% | −1.22M | Reduced |
| 6 | Procore Technologies Inc | 1.06M | $76.82M | 5.5% | +275.3K | Added |
| 7 | Varonis Sys Inc | 2.28M | $74.87M | 5.4% | +466.5K | Added |
| 8 | Nutanix Inc | 1.38M | $71.21M | 5.1% | +93.8K | Added |
| 9 | Monday Com Ltd | 438.5K | $64.70M | 4.7% | +174.5K | Added |
| 10 | Healthequity Inc | 566.7K | $51.92M | 3.7% | +566.7K | New |
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