Boston, MACIK 15051834 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 | Taiwan Semiconductor Mfg Ltd | 2.12M | $644.53M | 14.2% | −7.5K | Reduced |
| 2 | Transdigm Group Inc | 434.3K | $577.53M | 12.7% | −91.0K | Reduced |
| 3 | Amazon Com Inc | 1.98M | $456.07M | 10.0% | −450.7K | Reduced |
| 4 | Waste Connections Inc |
| 2.37M |
| $415.13M |
| 9.1% |
| +132.8K |
| Added |
| 5 | Vulcan Matls Co | 1.32M | $375.66M | 8.3% | −79.4K | Reduced |
| 6 | Deere & Co | 778.2K | $362.30M | 8.0% | −19.2K | Reduced |
| 7 | Microsoft Corp | 748.6K | $362.03M | 8.0% | −182.2K | Reduced |
| 8 | Veeva Sys Inc | 1.30M | $290.85M | 6.4% | −3.3K | Reduced |
| 9 | Servicenow Inc | 1.90M | $290.71M | 6.4% | +1.48M | Added |
| 10 | Guidewire Software Inc | 1.45M | $290.50M | 6.4% | +405.9K | Added |
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