Essex, MACIK 15792544 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
69 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 196.1K | $61.54M | 18.1% | −4.1K | Reduced |
| 2 | Perimeter Solutions Inc | 1.37M | $37.62M | 11.1% | −207.6K | Reduced |
| 3 | Tesla Inc | 81.6K | $36.69M | 10.8% | +13.2K | Added |
| 4 | Transdigm Group Inc |
| 23.3K |
| $31.04M |
| 9.1% |
| −46 |
| Reduced |
| 5 | Berkshire Hathaway Inc Del | 30.6K | $15.38M | 4.5% | −1.1K | Reduced |
| 6 | Echostar Corp | 137.2K | $14.92M | 4.4% | +137.2K | New |
| 7 | Meta Platforms Inc | 21.8K | $14.42M | 4.2% | −20.0K | Reduced |
| 8 | Amazon Com Inc | 60.4K | $13.94M | 4.1% | −962 | Reduced |
| 9 | Mastercard Incorporated | 23.2K | $13.27M | 3.9% | −61 | Reduced |
| 10 | Apple Inc | 39.6K | $10.77M | 3.2% | +263 | Added |
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