New York, NYCIK 14683954 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 | Viking Holdings Ltd | 331.5K | $23.67M | 15.0% | −10.0K | Reduced |
| 2 | The Realreal Inc | 1.34M | $21.19M | 13.4% | −100.0K | Reduced |
| 3 | Icici Bank Limited | 678.9K | $20.23M | 12.8% | 0 | Held |
| 4 | Dutch Bros Inc |
| 285.4K |
| $17.47M |
| 11.1% |
| −25.0K |
| Reduced |
| 5 | Sonos Inc | 950.0K | $16.68M | 10.6% | +335.0K | Added |
| 6 | Netflix Inc | 140.0K | $13.12M | 8.3% | +124.0K | Added |
| 7 | Maplebear Inc | 289.9K | $13.04M | 8.3% | −20.0K | Reduced |
| 8 | Doubleverify Hldgs Inc | 1.14M | $13.03M | 8.2% | 0 | Held |
| 9 | Akamai Technologies Inc | 87.5K | $7.63M | 4.8% | +87.5K | New |
| 10 | Birkenstock Holding PLC | 133.3K | $5.45M | 3.5% | −67.3K | Reduced |
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