Denver, COCIK 15319644 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
14 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Monday Com Ltd | 282.0K | $41.61M | 29.3% | +102.0K | Added |
| 2 | Ituran Location And Control | 896.3K | $38.55M | 27.2% | 0 | Held |
| 3 | Nayax Ltd | 416.4K | $21.06M | 14.8% | 0 | Held |
| 4 | Etoro Group Ltd |
| 450.0K |
| $15.81M |
| 11.1% |
| +409.7K |
| Added |
| 5 | E L F Beauty Inc | 106.6K | $8.11M | 5.7% | +4.6K | Added |
| 6 | Sweetgreen Inc | 825.4K | $5.58M | 3.9% | +809.4K | Added |
| 7 | Barfresh Food Group Inc | 1.44M | $4.22M | 3.0% | 0 | Held |
| 8 | Gauzy Ltd | 1.84M | $2.38M | 1.7% | 0 | Held |
| 9 | Oddity Tech Ltd | 54.3K | $2.18M | 1.5% | +54.3K | New |
| 10 | Draftkings Inc New | 21.5K | $740.9K | 0.5% | +11.5K | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio