Shawnee Mission, KSCIK 16072784 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 | Dave Inc | 271.9K | $60.21M | 18.8% | −4.8K | Reduced |
| 2 | Cloudflare Inc | 293.0K | $57.77M | 18.0% | −18.2K | Reduced |
| 3 | Alphabet Inc | 130.4K | $40.91M | 12.8% | 0 | Held |
| 4 | Amazon Com Inc |
| 93.1K |
| $21.49M |
| 6.7% |
| −136 |
| Reduced |
| 5 | Optimizerx Corp | 1.51M | $18.49M | 5.8% | 0 | Held |
| 6 | Toast Inc | 336.0K | $11.93M | 3.7% | +1.1K | Added |
| 7 | Sera Prognostics Inc | 3.46M | $10.21M | 3.2% | −172.7K | Reduced |
| 8 | Repay Hldgs Corp | 2.73M | $9.96M | 3.1% | +2.59M | Added |
| 9 | Open Lending Corp | 6.01M | $9.32M | 2.9% | +1.53M | Added |
| 10 | Health Catalyst Inc | 3.75M | $8.96M | 2.8% | +19.0K | Added |
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