New York, NYCIK 15087551 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
12 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc | 55.6K | $12.83M | 15.4% | +55.6K | New Position |
| 2 | Flutter Entmt PLC | 45.6K | $9.81M | 11.8% | +45.6K | New Position |
| 3 | Taiwan Semiconductor Mfg Ltd | 28.3K | $8.60M | 10.3% | +28.3K | New Position |
| 4 |
| 172.4K |
| $7.85M |
| 9.4% |
| +172.4K |
| New Position |
| 5 | Valmont Inds Inc | 18.9K | $7.60M | 9.1% | +18.9K | New Position |
| 6 | Clean Harbors Inc | 31.0K | $7.27M | 8.7% | +31.0K | New Position |
| 7 | Sportradar Group AG | 292.6K | $6.96M | 8.4% | +292.6K | New Position |
| 8 | Draftkings Inc New | 201.7K | $6.95M | 8.4% | +201.7K | New Position |
| 9 | Rocket Cos Inc | 298.0K | $5.77M | 6.9% | +298.0K | New Position |
| 10 | Genius Sports Limited | 504.5K | $5.56M | 6.7% | +504.5K | New Position |
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