West Palm Beach, FLCIK 16871564 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
193 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Equinix Inc | 252.8K | $193.68M | 29.1% | 0 | Held |
| 2 | Alphabet Inc | 155.6K | $48.70M | 7.3% | 0 | Held |
| 3 | Apple Inc | 148.4K | $40.34M | 6.1% | 0 | Held |
| 4 | Amazon Com Inc |
| 153.2K |
| $35.36M |
| 5.3% |
| −1.5K |
| Reduced |
| 5 | Nvidia Corporation | 180.0K | $33.57M | 5.0% | 0 | Held |
| 6 | Canadian Nat Res Ltd | 499.8K | $16.92M | 2.5% | 0 | Held |
| 7 | Mastercard Incorporated | 26.0K | $14.84M | 2.2% | 0 | Held |
| 8 | Micron Technology Inc | 48.5K | $13.84M | 2.1% | 0 | Held |
| 9 | Microsoft Corp | 26.0K | $12.57M | 1.9% | 0 | Held |
| 10 | Interactive Brokers Group In | 186.8K | $12.02M | 1.8% | 0 | Held |
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