New York, NYCIK 15143344 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
7 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Oddity Tech Ltd | 1.78M | $71.59M | 65.9% | 0 | Held |
| 2 | Xponential Fitness Inc | 1.66M | $13.62M | 12.5% | 0 | Held |
| 3 | Renew Energy Global PLC | 2.09M | $11.82M | 10.9% | 0 | Held |
| 4 | Emerald Holding Inc |
| 1.40M |
| $6.26M |
| 5.8% |
| +333.7K |
| Added |
| 5 | Safehold Inc | 222.6K | $3.05M | 2.8% | 0 | Held |
| 6 | Servicetitan Inc | 18.4K | $1.96M | 1.8% | 0 | Held |
| 7 | Trisalus Life Sciences Inc | 40.0K | $279.2K | 0.3% | 0 | Held |