Mt. Kisco, NYCIK 16666824 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
5 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Frequency Electrs Inc | 1.87M | $100.89M | 42.6% | 0 | Held |
| 2 | Cognyte Software Ltd | 6.95M | $65.35M | 27.6% | +139.7K | Added |
| 3 | Magnite Inc | 2.79M | $45.25M | 19.1% | +677.7K | Added |
| 4 | Marchex Inc |
| 14.66M |
| $24.34M |
| 10.3% |
| 0 |
| Held |
| 5 | Gentherm Inc | 29.0K | $1.06M | 0.4% | −74.3K | Reduced |