Columbus, INCIK 15259474 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
86 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 64.6K | $20.22M | 8.5% | −91 | Reduced |
| 2 | Crowdstrike Hldgs Inc | 27.9K | $13.06M | 5.5% | +354 | Added |
| 3 | Roku Inc | 116.4K | $12.63M | 5.3% | +1.9K | Added |
| 4 | Lauder Estee Cos Inc |
| 101.6K |
| $10.64M |
| 4.5% |
| +1.4K |
| Added |
| 5 | Arista Networks Inc | 79.0K | $10.35M | 4.4% | +910 | Added |
| 6 | Nvidia Corporation | 54.8K | $10.22M | 4.3% | +76 | Added |
| 7 | Amazon Com Inc | 40.0K | $9.24M | 3.9% | +701 | Added |
| 8 | Hca Healthcare Inc | 18.9K | $8.82M | 3.7% | +227 | Added |
| 9 | Uber Technologies Inc | 107.7K | $8.80M | 3.7% | +1.9K | Added |
| 10 | Canada Goose Hldgs Inc | 678.9K | $8.79M | 3.7% | +379.5K | Added |
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