San Francisco, CACIK 15461724 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
40 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Udemy Inc | 4.00M | $23.40M | 7.0% | +1.74M | Added |
| 2 | Viavi Solutions Inc | 1.15M | $20.49M | 6.2% | −850.0K | Reduced |
| 3 | Arteris Inc | 1.29M | $20.07M | 6.0% | −130.0K | Reduced |
| 4 | Hudson Technologies Inc |
| 2.55M |
| $17.47M |
| 5.3% |
| +660.0K |
| Added |
| 5 | Marvell Technology Inc | 200.0K | $17.00M | 5.1% | +20.0K | Added |
| 6 | Elastic N V | 220.0K | $16.60M | 5.0% | +140.0K | Added |
| 7 | Bloom Energy Corp | 150.0K | $13.03M | 3.9% | 0 | Held |
| 8 | Freshworks Inc | 1.05M | $12.86M | 3.9% | +80.0K | Added |
| 9 | Nike Inc | 200.0K | $12.74M | 3.8% | +200.0K | New |
| 10 | Hippo Hldgs Inc | 420.0K | $12.63M | 3.8% | +82.0K | Added |
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