Miami Beach, FLCIK 15960534 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
54 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vicor Corp | 135.0K | $14.80M | 9.5% | +135.0K | New |
| 2 | Ormat Technologies Inc | 83.0K | $9.17M | 5.9% | +71.0K | Added |
| 3 | Bloom Energy Corp | 88.5K | $7.69M | 4.9% | +84.5K | Added |
| 4 | Williams Cos Inc |
| 110.0K |
| $6.61M |
| 4.2% |
| +72.0K |
| Added |
| 5 | Eaton Corp PLC | 20.0K | $6.37M | 4.1% | +20.0K | New |
| 6 | Cipher Mining Inc | 397.2K | $5.86M | 3.8% | +374.6K | Added |
| 7 | Vertiv Holdings Co | 35.0K | $5.67M | 3.6% | +35.0K | New |
| 8 | Applied Digital Corp | 200.0K | $4.90M | 3.1% | +186.0K | Added |
| 9 | Cameco Corp | 50.0K | $4.58M | 2.9% | +12.0K | Added |
| 10 | Brookfield Renewable Partner | 155.0K | $4.18M | 2.7% | +155.0K | New |
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