New York, NYCIK 16321084 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
25 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Texas Pacific Land Corporati | 104.2K | $29.93M | 17.3% | +70.1K | Added |
| 2 | Natera Inc | 79.3K | $18.18M | 10.5% | −5.0K | Reduced |
| 3 | Alphabet Inc | 46.1K | $14.46M | 8.4% | +2.0K | Added |
| 4 | Transmedics Group Inc |
| 104.8K |
| $12.75M |
| 7.4% |
| −3.3K |
| Reduced |
| 5 | Stereotaxis Inc | 4.86M | $11.18M | 6.5% | +153.8K | Added |
| 6 | Taiwan Semiconductor Mfg Ltd | 31.6K | $9.61M | 5.6% | −1.6K | Reduced |
| 7 | Xpo Inc | 68.7K | $9.33M | 5.4% | −3.3K | Reduced |
| 8 | Trupanion Inc | 249.3K | $9.32M | 5.4% | −10.8K | Reduced |
| 9 | Ptc Inc | 50.5K | $8.80M | 5.1% | −635 | Reduced |
| 10 | Gxo Logistics Incorporated | 149.1K | $7.85M | 4.5% | +165 | Added |
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