Boston, MACIK 16385554 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
69 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Sandisk Corp | 739.7K | $175.60M | 4.9% | −156.3K | Reduced |
| 2 | Ge Vernova Inc | 243.3K | $159.03M | 4.5% | −25.0K | Reduced |
| 3 | Insmed Inc | 909.1K | $158.22M | 4.5% | −132.8K | Reduced |
| 4 | Nvidia Corporation |
| 776.9K |
| $144.88M |
| 4.1% |
| +197.9K |
| Added |
| 5 | Mongodb Inc | 296.7K | $124.51M | 3.5% | +24.5K | Added |
| 6 | Genedx Holdings Corp | 920.6K | $119.73M | 3.4% | +97.0K | Added |
| 7 | Spotify Technology S A | 203.8K | $118.35M | 3.3% | +7.1K | Added |
| 8 | Ionis Pharmaceuticals Inc | 1.46M | $115.71M | 3.3% | +712.7K | Added |
| 9 | Tower Semiconductor Ltd | 962.5K | $113.01M | 3.2% | −109.6K | Reduced |
| 10 | Carvana Co | 253.0K | $106.77M | 3.0% | +22.2K | Added |
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