Palo Alto, CACIK 15362614 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 | Joby Aviation Inc | 28.47M | $375.81M | 45.5% | −1.80M | Reduced |
| 2 | Planet Labs Pbc | 7.14M | $140.82M | 17.0% | 0 | Held |
| 3 | Quantumscape Corp | 11.50M | $119.80M | 14.5% | −3.30M | Reduced |
| 4 | Blue Owl Technology Fin Corp |
| 5.44M |
| $78.91M |
| 9.6% |
| +5.44M |
| New |
| 5 | Navitas Semiconductor Corp | 7.99M | $57.07M | 6.9% | −1.19M | Reduced |
| 6 | Heartflow Inc | 1.66M | $48.18M | 5.8% | +1.66M | New |
| 7 | Ecofin Us Renewables Infrastructure PLC | 22.50M | $5.40M | 0.7% | 0 | Held |