Boston, MACIK 16021984 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
30 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 821.8K | $153.27M | 12.0% | +559.4K | Added |
| 2 | Meta Platforms Inc | 118.1K | $77.96M | 6.1% | +79.6K | Added |
| 3 | Maplebear Inc | 1.36M | $61.13M | 4.8% | +1.17M | Added |
| 4 | Affirm Hldgs Inc |
| 731.3K |
| $54.43M |
| 4.3% |
| +568.8K |
| Added |
| 5 | Uipath Inc | 3.19M | $52.26M | 4.1% | +3.19M | New |
| 6 | Toast Inc | 1.41M | $50.06M | 3.9% | +1.17M | Added |
| 7 | Exelixis Inc | 1.09M | $47.97M | 3.8% | +892.2K | Added |
| 8 | Medpace Hldgs Inc | 84.0K | $47.16M | 3.7% | +57.0K | Added |
| 9 | Pegasystems Inc | 765.3K | $45.70M | 3.6% | +765.3K | New |
| 10 | Veeva Sys Inc | 193.4K | $43.18M | 3.4% | +193.4K | New |
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