San Jose, CACIK 14761794 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
47 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Roku Inc | 75.0K | $8.14M | 15.1% | 0 | Held |
| 2 | Palantir Technologies Inc | 36.0K | $6.40M | 11.9% | 0 | Held |
| 3 | Netflix Inc | 45.0K | $4.22M | 7.8% | +40.5K | Added |
| 4 | Rocket Lab Corp |
| 60.0K |
| $4.19M |
| 7.8% |
| −10.0K |
| Reduced |
| 5 | Arista Networks Inc | 18.0K | $2.36M | 4.4% | 0 | Held |
| 6 | Oklo Inc | 30.0K | $2.15M | 4.0% | 0 | Held |
| 7 | Toast Inc | 60.0K | $2.13M | 4.0% | 0 | Held |
| 8 | Domo Inc | 250.0K | $2.11M | 3.9% | 0 | Held |
| 9 | Mongodb Inc | 5.0K | $2.10M | 3.9% | 0 | Held |
| 10 | Sofi Technologies Inc | 80.0K | $2.09M | 3.9% | 0 | Held |
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