Brooklyn, NYCIK 17003624 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
12 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Carvana Co | 212.1K | $89.51M | 55.9% | −47.9K | Reduced |
| 2 | Sea Ltd | 114.6K | $14.62M | 9.1% | +72.3K | Added |
| 3 | Nu Hldgs Ltd | 584.4K | $9.78M | 6.1% | −50.0K | Reduced |
| 4 | Coupang Inc |
| 373.3K |
| $8.81M |
| 5.5% |
| +209.2K |
| Added |
| 5 | Jumia Technologies AG | 653.0K | $8.16M | 5.1% | +289.9K | Added |
| 6 | Onewater Marine Inc | 563.8K | $6.10M | 3.8% | +17.5K | Added |
| 7 | Amazon Com Inc | 24.5K | $5.66M | 3.5% | +24.5K | New |
| 8 | Ftai Aviation Ltd | 22.3K | $4.39M | 2.7% | 0 | Held |
| 9 | Doordash Inc | 18.9K | $4.28M | 2.7% | +18.9K | New |
| 10 | Applovin Corp | 6.2K | $4.18M | 2.6% | −5.5K | Reduced |
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