Boston, MACIK 16885114 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
15 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Intuit | 89.3K | $59.16M | 9.9% | +11.2K | Added |
| 2 | Affirm Hldgs Inc | 767.8K | $57.14M | 9.6% | +352.2K | Added |
| 3 | Meta Platforms Inc | 76.3K | $50.35M | 8.4% | 0 | Held |
| 4 | Alphabet Inc |
| 146.8K |
| $45.96M |
| 7.7% |
| +14.6K |
| Added |
| 5 | Viking Holdings Ltd | 620.0K | $44.27M | 7.4% | 0 | Held |
| 6 | Rocket Cos Inc | 2.23M | $43.20M | 7.2% | +57.2K | Added |
| 7 | Ciena Corp | 178.7K | $41.78M | 7.0% | −160.5K | Reduced |
| 8 | On Hldg AG | 862.0K | $40.07M | 6.7% | +283.0K | Added |
| 9 | Ralph Lauren Corp | 112.1K | $39.62M | 6.6% | −6.2K | Reduced |
| 10 | Nu Hldgs Ltd | 2.34M | $39.18M | 6.6% | −383.3K | Reduced |
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