Larchmont, NYCIK 14941274 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
8 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Servicetitan Inc | 5.80M | $617.28M | 60.0% | −491.3K | Reduced |
| 2 | Stubhub Hldgs Inc | 22.04M | $298.18M | 29.0% | 0 | Held |
| 3 | Cs Disco Inc | 8.65M | $67.15M | 6.5% | 0 | Held |
| 4 | Kymera Therapeutics Inc |
| 230.8K |
| $17.96M |
| 1.7% |
| −95.1K |
| Reduced |
| 5 | Fiverr Intl Ltd | 561.4K | $11.09M | 1.1% | 0 | Held |
| 6 | Fractyl Health Inc | 4.77M | $10.50M | 1.0% | 0 | Held |
| 7 | Spire Global Inc Com CL A New | 713.3K | $5.35M | 0.5% | 0 | Held |
| 8 | Tscan Therapeutics Inc | 1.25M | $1.25M | 0.1% | 0 | Held |