Burlingame, CACIK 16473634 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
9 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Applovin Corp | 176.7K | $119.08M | 21.7% | −29.0K | Reduced |
| 2 | Clearwater Analytics Hldgs I | 3.66M | $88.30M | 16.1% | +3.66M | New |
| 3 | Global E Online Ltd | 1.87M | $73.32M | 13.4% | +96.0K | Added |
| 4 | Workday Inc |
| 319.2K |
| $68.57M |
| 12.5% |
| +27.0K |
| Added |
| 5 | Godaddy Inc | 545.0K | $67.63M | 12.3% | +51.5K | Added |
| 6 | Dynatrace Inc | 1.45M | $62.87M | 11.5% | 0 | Held |
| 7 | Accelerant Holdings | 3.14M | $51.34M | 9.4% | +3.14M | New |
| 8 | Jamf Hldg Corp | 1.12M | $14.57M | 2.7% | −1.99M | Reduced |
| 9 | Sailpoint Inc | 164.5K | $3.33M | 0.6% | 0 | Held |