Boca Raton, FLCIK 16796884 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
60 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Equinix Inc | 134.9K | $103.37M | 8.0% | +19.6K | Added |
| 2 | Sba Communications Corp New | 477.8K | $92.42M | 7.1% | +77.7K | Added |
| 3 | Amdocs Ltd | 995.6K | $80.15M | 6.2% | +226.2K | Added |
| 4 | Amazon Com Inc |
| 246.8K |
| $56.97M |
| 4.4% |
| +68.2K |
| Added |
| 5 | At&T Inc | 1.97M | $48.96M | 3.8% | +197.4K | Added |
| 6 | Lumentum Hldgs Inc | 125.3K | $46.19M | 3.6% | −106.0K | Reduced |
| 7 | Live Nation Entertainment In | 320.9K | $45.73M | 3.5% | +94.2K | Added |
| 8 | Seagate Technology Hldngs Pl | 164.2K | $45.22M | 3.5% | −34.3K | Reduced |
| 9 | Arista Networks Inc | 339.8K | $44.53M | 3.4% | +110.9K | Added |
| 10 | Disney Walt Co | 380.9K | $43.33M | 3.3% | +82.0K | Added |
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