New York, NYCIK 17157834 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
18 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 231.1K | $72.33M | 16.3% | −74.0K | Reduced |
| 2 | Meta Platforms Inc | 103.4K | $68.28M | 15.4% | +14.8K | Added |
| 3 | Amazon Com Inc | 278.6K | $64.31M | 14.5% | 0 | Held |
| 4 | Microsoft Corp |
| 118.5K |
| $57.32M |
| 13.0% |
| 0 |
| Held |
| 5 | Netflix Inc | 453.7K | $42.54M | 9.6% | +403.9K | Added |
| 6 | Servicenow Inc | 159.5K | $24.43M | 5.5% | +128.3K | Added |
| 7 | Adobe Inc | 66.3K | $23.21M | 5.2% | 0 | Held |
| 8 | Disney Walt Co | 201.1K | $22.88M | 5.2% | −46.7K | Reduced |
| 9 | Lyft Inc | 965.0K | $18.69M | 4.2% | 0 | Held |
| 10 | Gloo Holdings Inc | 2.50M | $14.22M | 3.2% | +2.50M | New |
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