New York, NYCIK 16064304 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
26 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Floor & Decor Hldgs Inc | 1.37M | $83.63M | 6.9% | −126.8K | Reduced |
| 2 | Visa Inc | 219.2K | $76.88M | 6.3% | +5.2K | Added |
| 3 | Mirion Technologies Inc | 2.92M | $68.48M | 5.6% | −675.0K | Reduced |
| 4 | Chipotle Mexican Grill Inc |
| 1.77M |
| $65.31M |
| 5.4% |
| −663.8K |
| Reduced |
| 5 | Danaher Corporation | 267.3K | $61.20M | 5.0% | +267.3K | New |
| 6 | Uber Technologies Inc | 748.7K | $61.18M | 5.0% | −93.2K | Reduced |
| 7 | Lowes Cos Inc | 240.8K | $58.07M | 4.8% | −29.3K | Reduced |
| 8 | Asml Holding N V | 52.6K | $56.30M | 4.6% | −39.7K | Reduced |
| 9 | Coupang Inc | 2.23M | $52.56M | 4.3% | +571.3K | Added |
| 10 | Mastercard Incorporated | 90.0K | $51.38M | 4.2% | −11.2K | Reduced |
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