Palo Alto, CACIK 15690494 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
24 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Taiwan Semiconductor Mfg Ltd | 268.4K | $81.56M | 12.6% | −20.7K | Reduced |
| 2 | Chime Finl Inc | 2.71M | $68.22M | 10.5% | +1.22M | Added |
| 3 | Nvidia Corporation | 340.0K | $63.41M | 9.8% | +63.3K | Added |
| 4 | Broadcom Inc |
| 143.8K |
| $49.76M |
| 7.7% |
| +44.5K |
| Added |
| 5 | Bill Holdings Inc | 878.0K | $47.89M | 7.4% | −84.5K | Reduced |
| 6 | Advanced Micro Devices Inc | 219.5K | $47.01M | 7.2% | −31.6K | Reduced |
| 7 | Alphabet Inc | 134.5K | $42.10M | 6.5% | +12.0K | Added |
| 8 | Gitlab Inc | 1.06M | $39.78M | 6.1% | +210.0K | Added |
| 9 | Jfrog Ltd | 462.0K | $28.86M | 4.4% | −117.3K | Reduced |
| 10 | Confluent Inc | 910.0K | $27.52M | 4.2% | −358.6K | Reduced |
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