Grand Cayman, E9CIK 17325394 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
25 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Jfrog Ltd | 4.70M | $293.62M | 23.7% | 0 | Held |
| 2 | Alphabet Inc | 644.5K | $201.73M | 16.3% | +4.5K | Added |
| 3 | Snowflake Inc | 727.7K | $159.63M | 12.9% | 0 | Held |
| 4 | Elastic N V |
| 1.22M |
| $92.35M |
| 7.4% |
| 0 |
| Held |
| 5 | Okta Inc | 910.0K | $78.69M | 6.3% | 0 | Held |
| 6 | Taiwan Semiconductor Mfg Ltd | 240.0K | $72.93M | 5.9% | 0 | Held |
| 7 | Braze Inc | 1.78M | $61.04M | 4.9% | 0 | Held |
| 8 | Amazon Com Inc | 260.0K | $60.01M | 4.8% | +260.0K | New |
| 9 | Netflix Inc | 400.0K | $37.50M | 3.0% | +400.0K | New |
| 10 | Unity Software Inc | 585.5K | $25.86M | 2.1% | 0 | Held |
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