New York, NYCIK 15431704 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
10 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Applovin Corp | 1.80M | $1.21B | 35.2% | −257.3K | Reduced |
| 2 | Carvana Co | 2.27M | $960.10M | 27.8% | −1.33M | Reduced |
| 3 | Wayfair Inc | 2.92M | $293.58M | 8.5% | 0 | Held |
| 4 | Corpay Inc |
| 830.0K |
| $249.77M |
| 7.2% |
| +405.0K |
| Added |
| 5 | Colliers Intl Group Inc | 1.30M | $191.26M | 5.5% | 0 | Held |
| 6 | Gxo Logistics Incorporated | 3.25M | $171.08M | 5.0% | 0 | Held |
| 7 | Draftkings Inc New | 4.20M | $144.86M | 4.2% | +3.90M | Added |
| 8 | Core & Main Inc | 2.15M | $111.74M | 3.2% | 0 | Held |
| 9 | Cimpress PLC | 1.47M | $97.58M | 2.8% | −593.5K | Reduced |
| 10 | Qxo Inc | 813.0K | $15.68M | 0.5% | 0 | Held |