San Francisco, CACIK 16359994 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
22 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc | 325.3K | $75.08M | 9.6% | 0 | Held |
| 2 | Marvell Technology Inc | 747.8K | $63.55M | 8.1% | +273.8K | Added |
| 3 | Semtech Corp | 666.4K | $49.11M | 6.3% | −154.0K | Reduced |
| 4 | Alibaba Group Hldg Ltd |
| 320.5K |
| $46.98M |
| 6.0% |
| +78.0K |
| Added |
| 5 | Reddit Inc | 198.4K | $45.60M | 5.8% | −133.6K | Reduced |
| 6 | Taskus Inc | 3.73M | $44.03M | 5.6% | 0 | Held |
| 7 | Core Scientific Inc New | 2.80M | $40.76M | 5.2% | +2.80M | New |
| 8 | Icici Bank Limited | 1.29M | $38.51M | 4.9% | 0 | Held |
| 9 | Ttm Technologies Inc | 551.5K | $38.05M | 4.9% | −241.6K | Reduced |
| 10 | Black Hills Corp | 537.6K | $37.32M | 4.8% | +537.6K | New |
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