West Palm Beach, FLCIK 16310144 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
8 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc | 7.31M | $1.69B | 33.1% | −243.7K | Reduced |
| 2 | Transdigm Group Inc | 969.4K | $1.29B | 25.3% | −7.0K | Reduced |
| 3 | Microsoft Corp | 2.08M | $1.01B | 19.7% | −486.9K | Reduced |
| 4 | Moodys Corp |
| 814.5K |
| $416.09M |
| 8.2% |
| −134.2K |
| Reduced |
| 5 | Mastercard Incorporated | 541.8K | $309.32M | 6.1% | −42.3K | Reduced |
| 6 | Visa Inc | 516.7K | $181.20M | 3.6% | −16.8K | Reduced |
| 7 | Hilton Worldwide Hldgs Inc | 542.6K | $155.87M | 3.1% | 0 | Held |
| 8 | Alphabet Inc | 169.4K | $53.02M | 1.0% | −175.0K | Reduced |