Los Altos, CACIK 15924135 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
11 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Shopify Inc | 1.64M | $263.28M | 19.4% | −189.7K | Reduced |
| 2 | Axon Enterprise Inc | 386.7K | $219.64M | 16.2% | −44.8K | Reduced |
| 3 | Cloudflare Inc | 1.04M | $205.45M | 15.2% | −120.8K | Reduced |
| 4 | Amazon Com Inc |
| 687.1K |
| $158.59M |
| 11.7% |
| −79.7K |
| Reduced |
| 5 | Taiwan Semiconductor Mfg Ltd | 338.4K | $102.85M | 7.6% | −39.3K | Reduced |
| 6 | Datadog Inc | 724.3K | $98.50M | 7.3% | −84.0K | Reduced |
| 7 | Meta Platforms Inc | 148.3K | $97.89M | 7.2% | −17.2K | Reduced |
| 8 | Nu Hldgs Ltd | 4.16M | $69.71M | 5.1% | +4.16M | New |
| 9 | Crowdstrike Hldgs Inc | 138.6K | $64.99M | 4.8% | −16.1K | Reduced |
| 10 | Tesla Inc | 94.0K | $42.25M | 3.1% | −10.9K | Reduced |
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