Redwood City, CACIK 15470074 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
20 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Planet Fitness Inc | 2.75M | $298.29M | 10.5% | +425.0K | Added |
| 2 | Taiwan Semiconductor Mfg Ltd | 925.0K | $281.10M | 9.9% | 0 | Held |
| 3 | Microsoft Corp | 540.0K | $261.15M | 9.2% | +95.0K | Added |
| 4 | Zillow Group Inc |
| 2.92M |
| $199.54M |
| 7.0% |
| +243.8K |
| Added |
| 5 | Home Depot Inc | 500.0K | $172.05M | 6.0% | +25.0K | Added |
| 6 | Coupang Inc | 7.25M | $171.03M | 6.0% | +250.0K | Added |
| 7 | Wix Com Ltd | 1.55M | $161.03M | 5.7% | −25.0K | Reduced |
| 8 | Flutter Entmt PLC | 725.0K | $155.90M | 5.5% | +325.0K | Added |
| 9 | Meta Platforms Inc | 220.0K | $145.22M | 5.1% | −20.0K | Reduced |
| 10 | Burlington Stores Inc | 475.0K | $137.20M | 4.8% | −325.0K | Reduced |
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