Charlottesville, VACIK 16332754 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
362 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Electronic Arts Inc | 1.53M | $312.76M | 13.5% | +753.5K | Added |
| 2 | Comcast Corp New | 2.98M | $89.07M | 3.9% | +1.08M | Added |
| 3 | Exact Sciences Corp | 606.0K | $61.55M | 2.7% | +606.0K | New |
| 4 | Airbnb Inc |
| 449.5K |
| $61.01M |
| 2.6% |
| +48.5K |
| Added |
| 5 | Netflix Inc | 648.0K | $60.75M | 2.6% | +647.6K | Added |
| 6 | Alphabet Inc | 181.0K | $56.65M | 2.5% | 0 | Held |
| 7 | Hologic Inc | 693.6K | $51.67M | 2.2% | +693.6K | New |
| 8 | Clearwater Analytics Hldgs I | 1.99M | $48.00M | 2.1% | +1.99M | New |
| 9 | Pepsico Inc | 332.3K | $47.70M | 2.1% | +274.5K | Added |
| 10 | Janus Henderson Group PLC | 986.0K | $46.90M | 2.0% | +986.0K | New |
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