Los Altos, CACIK 16303654 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
140 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 91.9K | $24.99M | 7.1% | +6.8K | Added |
| 2 | Meta Platforms Inc | 25.3K | $16.72M | 4.8% | −249 | Reduced |
| 3 | Microsoft Corp | 28.3K | $13.69M | 3.9% | −310 | Reduced |
| 4 | Alphabet Inc |
| 43.6K |
| $13.63M |
| 3.9% |
| +1.8K |
| Added |
| 5 | Alphabet Inc | 43.3K | $13.57M | 3.9% | −2.2K | Reduced |
| 6 | Qualcomm Inc | 56.9K | $9.73M | 2.8% | −458 | Reduced |
| 7 | Vertex Pharmaceuticals Inc | 20.3K | $9.19M | 2.6% | −100 | Reduced |
| 8 | Gilead Sciences Inc | 63.8K | $7.84M | 2.2% | −293 | Reduced |
| 9 | Regeneron Pharmaceuticals | 9.6K | $7.45M | 2.1% | −80 | Reduced |
| 10 | Teva Pharmaceutical Inds Ltd | 220.5K | $6.88M | 2.0% | −1.8K | Reduced |
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