Mckinney, TXCIK 17286894 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 | Nice Ltd | 106.4K | $12.03M | 8.6% | +24.1K | Added |
| 2 | Technipfmc PLC | 249.0K | $11.09M | 7.9% | −40.2K | Reduced |
| 3 | Trupanion Inc | 293.7K | $10.98M | 7.8% | +29.1K | Added |
| 4 | Varonis Sys Inc |
| 332.0K |
| $10.89M |
| 7.8% |
| +152.1K |
| Added |
| 5 | Magnite Inc | 614.5K | $9.97M | 7.1% | +367.9K | Added |
| 6 | Tennant Co | 123.0K | $9.07M | 6.5% | +35.5K | Added |
| 7 | Borgwarner Inc | 198.3K | $8.94M | 6.4% | −48.4K | Reduced |
| 8 | Certara Inc | 982.7K | $8.66M | 6.2% | +327.1K | Added |
| 9 | Powerfleet Inc | 1.55M | $8.27M | 5.9% | 0 | Held |
| 10 | Stratasys Ltd | 935.6K | $8.12M | 5.8% | +166.5K | Added |
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