Boston, MACIK 15917444 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
85 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Tapestry Inc | 478.5K | $61.14M | 5.8% | +1.5K | Added |
| 2 | Sharkninja Inc | 504.3K | $56.43M | 5.4% | +285.5K | Added |
| 3 | Ulta Beauty Inc | 91.5K | $55.36M | 5.3% | −35.3K | Reduced |
| 4 | Ralph Lauren Corp |
| 155.4K |
| $54.96M |
| 5.2% |
| +8.4K |
| Added |
| 5 | Ross Stores Inc | 269.7K | $48.58M | 4.6% | +56.0K | Added |
| 6 | Spotify Technology S A | 70.0K | $40.65M | 3.9% | +14.8K | Added |
| 7 | Amer Sports Inc | 990.0K | $36.98M | 3.5% | +306.3K | Added |
| 8 | Timken Co | 396.1K | $33.32M | 3.2% | +123.2K | Added |
| 9 | Amazon Com Inc | 125.0K | $28.85M | 2.8% | +105.0K | Added |
| 10 | Churchill Downs Inc | 250.0K | $28.45M | 2.7% | 0 | Held |
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