East Palo Alto, CACIK 16299844 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
18 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Broadcom Inc | 91.6K | $31.71M | 21.9% | −36.2K | Reduced |
| 2 | Kkr & Co Inc | 120.6K | $15.37M | 10.6% | +1.1K | Added |
| 3 | Amazon Com Inc | 64.2K | $14.82M | 10.2% | −7.8K | Reduced |
| 4 | Procore Technologies Inc |
| 167.6K |
| $12.19M |
| 8.4% |
| −32.7K |
| Reduced |
| 5 | Wix Com Ltd | 111.2K | $11.56M | 8.0% | +223 | Added |
| 6 | Doordash Inc | 48.4K | $10.95M | 7.6% | −6.8K | Reduced |
| 7 | Workday Inc | 32.5K | $6.98M | 4.8% | −10.1K | Reduced |
| 8 | Godaddy Inc | 50.5K | $6.26M | 4.3% | −1.9K | Reduced |
| 9 | Digitalbridge Group Inc | 398.1K | $6.11M | 4.2% | −166.7K | Reduced |
| 10 | Zoominfo Technologies Inc | 568.1K | $5.78M | 4.0% | −184.5K | Reduced |
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