Englewood Cliffs, NJCIK 16327154 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
6 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Shopify Inc | 1.75M | $281.74M | 27.3% | −435.5K | Reduced |
| 2 | Appfolio Inc | 1.08M | $250.78M | 24.3% | −253.3K | Reduced |
| 3 | Liberty Media Corp Del | 1.89M | $186.28M | 18.1% | −740.0K | Reduced |
| 4 | Liberty Media Corp Del |
| 1.18M |
| $105.84M |
| 10.3% |
| 0 |
| Held |
| 5 | Veeva Sys Inc | 467.9K | $104.45M | 10.1% | −82.6K | Reduced |
| 6 | Datadog Inc | 756.5K | $102.88M | 10.0% | −177.4K | Reduced |