New York, NYCIK 17128924 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
19 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 562.0K | $104.81M | 26.4% | 0 | Held |
| 2 | Ast Spacemobile Inc | 790.5K | $57.41M | 14.5% | 0 | Held |
| 3 | Rocket Lab Corp | 556.0K | $38.79M | 9.8% | 0 | Held |
| 4 | Advanced Micro Devices Inc |
| 125.3K |
| $26.83M |
| 6.8% |
| 0 |
| Held |
| 5 | Crowdstrike Hldgs Inc | 51.0K | $23.91M | 6.0% | 0 | Held |
| 6 | Spotify Technology S A | 40.1K | $23.29M | 5.9% | 0 | Held |
| 7 | Apple Inc | 80.9K | $21.99M | 5.5% | 0 | Held |
| 8 | Snowflake Inc | 76.9K | $16.87M | 4.3% | 0 | Held |
| 9 | Amazon Com Inc | 70.8K | $16.34M | 4.1% | 0 | Held |
| 10 | Microsoft Corp | 33.2K | $16.06M | 4.0% | 0 | Held |
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