Boston, MACIK 14428914 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
268 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Guardant Health Inc | 2.51M | $256.45M | 4.0% | −810.2K | Reduced |
| 2 | Xometry Inc | 2.94M | $174.72M | 2.7% | −181.8K | Reduced |
| 3 | Mirum Pharmaceuticals Inc | 2.09M | $165.37M | 2.6% | −429.0K | Reduced |
| 4 | Trane Technologies PLC |
| 403.3K |
| $157.02M |
| 2.5% |
| +4.8K |
| Added |
| 5 | Beta Bionics Inc | 4.99M | $152.23M | 2.4% | +37.5K | Added |
| 6 | Irhythm Technologies Inc | 692.5K | $122.88M | 1.9% | +974 | Added |
| 7 | Ge Vernova Inc | 187.1K | $122.37M | 1.9% | −5.6K | Reduced |
| 8 | Lam Research Corp | 669.1K | $114.64M | 1.8% | −235.6K | Reduced |
| 9 | Scholar Rock Hldg Corp | 2.43M | $107.09M | 1.7% | −368.1K | Reduced |
| 10 | Axsome Therapeutics Inc | 571.2K | $104.20M | 1.6% | −175.2K | Reduced |
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