Little Rock, ARCIK 17423724 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
20 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Twilio Inc | 65.0K | $9.25M | 10.3% | −4.0K | Reduced |
| 2 | Upwork Inc | 385.0K | $7.63M | 8.5% | +10.0K | Added |
| 3 | Resources Connection Inc | 1.39M | $7.00M | 7.8% | +100.0K | Added |
| 4 | Uipath Inc |
| 385.0K |
| $6.31M |
| 7.0% |
| +120.0K |
| Added |
| 5 | Teradata Corp Del | 175.0K | $5.33M | 5.9% | −70.0K | Reduced |
| 6 | Icon PLC | 28.0K | $5.10M | 5.7% | 0 | Held |
| 7 | Core & Main Inc | 90.0K | $4.68M | 5.2% | +40.0K | Added |
| 8 | Zoominfo Technologies Inc | 455.0K | $4.63M | 5.2% | +45.0K | Added |
| 9 | Extreme Networks | 270.0K | $4.50M | 5.0% | 0 | Held |
| 10 | Yext Inc | 542.8K | $4.37M | 4.9% | −55.0K | Reduced |
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