Boston, MACIK 15416174 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
18 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 8.10M | $1.51B | 22.7% | +454.9K | Added |
| 2 | Meta Platforms Inc | 1.85M | $1.22B | 18.3% | −20.6K | Reduced |
| 3 | Microsoft Corp | 1.28M | $617.75M | 9.3% | +115.3K | Added |
| 4 | Amazon Com Inc |
| 2.22M |
| $511.42M |
| 7.7% |
| +48.2K |
| Added |
| 5 | Uber Technologies Inc | 5.59M | $456.66M | 6.9% | 0 | Held |
| 6 | Snowflake Inc | 2.03M | $444.78M | 6.7% | −400.8K | Reduced |
| 7 | Taiwan Semiconductor Mfg Ltd | 1.22M | $370.51M | 5.6% | +150.6K | Added |
| 8 | Coupang Inc | 15.68M | $369.82M | 5.6% | +5.65M | Added |
| 9 | Coreweave Inc | 3.21M | $230.10M | 3.5% | +3.21M | New |
| 10 | Confluent Inc | 6.93M | $209.66M | 3.1% | −4.35M | Reduced |
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