Scottsdale, AZCIK 16326654 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
93 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Astera Labs Inc | 26.1K | $4.34M | 2.2% | −231 | Reduced |
| 2 | Credo Technology Group Holdi | 30.1K | $4.34M | 2.2% | −12.9K | Reduced |
| 3 | Mongodb Inc | 9.1K | $3.81M | 1.9% | −1.4K | Reduced |
| 4 | Monolithic Pwr Sys Inc |
| 4.1K |
| $3.71M |
| 1.9% |
| −46 |
| Reduced |
| 5 | Tower Semiconductor Ltd | 29.8K | $3.49M | 1.8% | −25.3K | Reduced |
| 6 | Carvana Co | 7.8K | $3.31M | 1.7% | −1.9K | Reduced |
| 7 | Main Str Cap Corp | 53.2K | $3.21M | 1.6% | +1.5K | Added |
| 8 | Glaukos Corp | 28.4K | $3.21M | 1.6% | −359 | Reduced |
| 9 | Cloudflare Inc | 15.8K | $3.11M | 1.6% | −267 | Reduced |
| 10 | Hercules Capital Inc | 163.3K | $3.07M | 1.6% | +8.9K | Added |
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