Hamilton, D0CIK 16638654 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
89 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Qxo Inc | 85.48M | $1.65B | 6.9% | −1.01M | Reduced |
| 2 | Corpay Inc | 4.99M | $1.50B | 6.3% | +859.9K | Added |
| 3 | Unitedhealth Group Inc | 2.58M | $852.07M | 3.6% | +603.8K | Added |
| 4 | Alphabet Inc |
| 2.66M |
| $833.77M |
| 3.5% |
| +2.66M |
| New |
| 5 | Icon PLC | 4.21M | $768.00M | 3.2% | +75.8K | Added |
| 6 | Insmed Inc | 4.18M | $727.48M | 3.0% | +929.1K | Added |
| 7 | Gxo Logistics Incorporated | 13.42M | $706.68M | 3.0% | +37.0K | Added |
| 8 | Bruker Corp | 14.91M | $702.26M | 2.9% | +761.3K | Added |
| 9 | Alnylam Pharmaceuticals Inc | 1.62M | $643.48M | 2.7% | −332.7K | Reduced |
| 10 | Newmont Corp | 6.32M | $631.33M | 2.6% | +684.9K | Added |
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