Menlo Park, CACIK 16262824 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
5 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Payoneer Global Inc | 34.20M | $192.19M | 46.8% | 0 | Held |
| 2 | Zillow Group Inc | 2.73M | $186.58M | 45.4% | 0 | Held |
| 3 | Zillow Group Inc | 384.3K | $26.22M | 6.4% | 0 | Held |
| 4 | Nerdy Inc |
| 3.95M |
| $4.11M |
| 1.0% |
| 0 |
| Held |
| 5 | Rent The Runway Inc | 197.5K | $1.56M | 0.4% | 0 | Held |