San Francisco, CACIK 15891154 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
4 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Veeva Sys Inc | 500.0K | $111.61M | 72.4% | 0 | Held |
| 2 | Doximity Inc | 387.5K | $17.16M | 11.1% | 0 | Held |
| 3 | Blend Labs Inc | 4.24M | $12.90M | 8.4% | 0 | Held |
| 4 | Servicetitan Inc |
| 116.5K |
| $12.41M |
| 8.1% |
| 0 |
| Held |