New York, NYCIK 15352644 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
102 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nlight Inc | 1.17M | $43.87M | 4.2% | 0 | Held |
| 2 | Adma Biologics Inc | 2.20M | $40.13M | 3.9% | 0 | Held |
| 3 | Vicor Corp | 333.2K | $36.52M | 3.5% | 0 | Held |
| 4 | Blacksky Technology Inc |
| 1.73M |
| $32.36M |
| 3.1% |
| −253.6K |
| Reduced |
| 5 | Aehr Test Sys | 1.54M | $31.03M | 3.0% | −30.0K | Reduced |
| 6 | Impinj Inc | 178.2K | $31.00M | 3.0% | 0 | Held |
| 7 | Gilat Satellite Networks Ltd | 2.35M | $30.45M | 2.9% | −44.9K | Reduced |
| 8 | Aerovironment Inc | 118.9K | $28.76M | 2.8% | +5.0K | Added |
| 9 | Owlet Inc | 1.75M | $28.30M | 2.7% | +1.75M | New |
| 10 | Velo3d Inc | 2.15M | $28.01M | 2.7% | +819.7K | Added |
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