Dublin 2, L2CIK 16209434 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
296 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Tesla Inc | 135.6K | $60.99M | 4.2% | −2.7K | Reduced |
| 2 | Taiwan Semiconductor Mfg Ltd | 136.9K | $41.59M | 2.9% | −28.8K | Reduced |
| 3 | Microsoft Corp | 78.9K | $38.14M | 2.6% | −13.7K | Reduced |
| 4 | Advanced Micro Devices Inc |
| 165.3K |
| $35.41M |
| 2.4% |
| +5.5K |
| Added |
| 5 | Palantir Technologies Inc | 194.0K | $34.49M | 2.4% | −10.4K | Reduced |
| 6 | Teradyne Inc | 170.1K | $32.92M | 2.3% | −4.3K | Reduced |
| 7 | Shopify Inc | 178.6K | $28.75M | 2.0% | +20.1K | Added |
| 8 | Alphabet Inc | 91.8K | $28.73M | 2.0% | −22.9K | Reduced |
| 9 | Amazon Com Inc | 108.2K | $24.96M | 1.7% | +9.1K | Added |
| 10 | Apple Inc | 89.7K | $24.40M | 1.7% | −151 | Reduced |
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