San Francisco, CACIK 16809644 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
16 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Uber Technologies Inc | 1.98M | $161.65M | 9.4% | −209.1K | Reduced |
| 2 | Rivian Automotive Inc | 8.19M | $161.49M | 9.4% | −1.01M | Reduced |
| 3 | Roblox Corp | 1.88M | $152.33M | 8.9% | +185.0K | Added |
| 4 | Zillow Group Inc |
| 1.79M |
| $121.98M |
| 7.1% |
| +319.6K |
| Added |
| 5 | Confluent Inc | 3.94M | $119.19M | 7.0% | +1.77M | Added |
| 6 | Taiwan Semiconductor Mfg Ltd | 386.1K | $117.34M | 6.8% | +38.8K | Added |
| 7 | Meta Platforms Inc | 169.6K | $111.97M | 6.5% | −9.3K | Reduced |
| 8 | Advanced Micro Devices Inc | 520.4K | $111.44M | 6.5% | −57.4K | Reduced |
| 9 | Doordash Inc | 479.7K | $108.63M | 6.3% | +479.7K | New |
| 10 | Elastic N V | 1.39M | $104.60M | 6.1% | +62.3K | Added |
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