San Francisco, CACIK 16021894 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
27 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Coupang Inc | 21.58M | $508.99M | 11.1% | +6.91M | Added |
| 2 | Nvidia Corporation | 2.65M | $493.92M | 10.8% | +570.0K | Added |
| 3 | Global E Online Ltd | 11.37M | $446.76M | 9.7% | −522.0K | Reduced |
| 4 | Carvana Co |
| 979.5K |
| $413.35M |
| 9.0% |
| +300.5K |
| Added |
| 5 | Dayforce Inc | 4.75M | $328.50M | 7.2% | 0 | Held |
| 6 | Block Inc | 4.98M | $324.03M | 7.1% | −1.57M | Reduced |
| 7 | Mercadolibre Inc | 160.2K | $322.67M | 7.0% | +56.8K | Added |
| 8 | Klarna Group PLC | 8.28M | $239.48M | 5.2% | 0 | Held |
| 9 | Chime Finl Inc | 8.55M | $215.18M | 4.7% | 0 | Held |
| 10 | Pdd Holdings Inc | 1.84M | $208.12M | 4.5% | 0 | Held |
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