Harrison, NYCIK 14592704 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
18 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Fair Isaac Corp | 18.5K | $31.29M | 12.6% | −781 | Reduced |
| 2 | Applovin Corp | 42.8K | $28.86M | 11.6% | −22.4K | Reduced |
| 3 | Alphabet Inc | 85.6K | $26.79M | 10.7% | −66.4K | Reduced |
| 4 | Amazon Com Inc |
| 88.2K |
| $20.35M |
| 8.2% |
| +88.2K |
| New |
| 5 | Godaddy Inc | 141.9K | $17.61M | 7.1% | −9.0K | Reduced |
| 6 | Trimble Inc | 181.2K | $14.20M | 5.7% | −68.9K | Reduced |
| 7 | Atlanta Braves Hldgs Inc | 359.4K | $14.18M | 5.7% | −34.4K | Reduced |
| 8 | 10x Genomics Inc | 833.3K | $13.59M | 5.5% | +833.3K | New |
| 9 | Caci Intl Inc | 25.3K | $13.47M | 5.4% | −32.8K | Reduced |
| 10 | Twist Bioscience Corp | 420.2K | $13.33M | 5.3% | +420.2K | New |
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