New York, NYCIK 15687884 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
28 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Henry Schein Inc | 2.38M | $180.09M | 6.4% | −1.95M | Reduced |
| 2 | Amazon Com Inc | 752.5K | $173.70M | 6.2% | +23.7K | Added |
| 3 | Linde PLC | 401.5K | $171.19M | 6.1% | +401.5K | New |
| 4 | Visa Inc |
| 476.4K |
| $167.09M |
| 5.9% |
| +168.2K |
| Added |
| 5 | Union Pac Corp | 687.3K | $158.99M | 5.7% | +145.8K | Added |
| 6 | Nu Hldgs Ltd | 9.18M | $153.68M | 5.5% | +779.9K | Added |
| 7 | Danaher Corporation | 662.5K | $151.66M | 5.4% | +662.5K | New |
| 8 | Clean Harbors Inc | 570.0K | $133.65M | 4.8% | +570.0K | New |
| 9 | Acuity Inc | 370.5K | $133.41M | 4.7% | +104.7K | Added |
| 10 | Meta Platforms Inc | 191.9K | $126.69M | 4.5% | +2.9K | Added |
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