Menlo Park, CACIK 16078414 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
16 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Doordash Inc | 31.69M | $7.18B | 51.4% | +506.4K | Added |
| 2 | Klarna Group PLC | 55.03M | $1.59B | 11.4% | 0 | Held |
| 3 | Unity Software Inc | 31.92M | $1.41B | 10.1% | −12.1K | Reduced |
| 4 | Maplebear Inc |
| 28.00M |
| $1.26B |
| 9.0% |
| −20.7K |
| Reduced |
| 5 | Pdd Holdings Inc | 8.84M | $1.00B | 7.2% | 0 | Held |
| 6 | Figma Inc | 25.26M | $944.02M | 6.8% | 0 | Held |
| 7 | Bridgebio Pharma Inc | 1.86M | $142.30M | 1.0% | 0 | Held |
| 8 | Full Truck Alliance Co Ltd | 13.06M | $140.11M | 1.0% | 0 | Held |
| 9 | Airbnb Inc | 510.7K | $69.31M | 0.5% | +510.7K | New |
| 10 | Block Inc | 990.8K | $64.49M | 0.5% | 0 | Held |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio