Vancouver, A1CIK 17457964 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
47 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ciena Corp | 247.0K | $57.7K | 9.0% | −78.0K | Reduced |
| 2 | Jabil Inc | 204.0K | $46.6K | 7.3% | +2.0K | Added |
| 3 | Lumentum Hldgs Inc | 95.0K | $34.9K | 5.5% | −57.0K | Reduced |
| 4 | Applied Matls Inc |
| 133.0K |
| $34.1K |
| 5.3% |
| −11.0K |
| Reduced |
| 5 | Coherent Corp | 145.0K | $26.8K | 4.2% | −55.0K | Reduced |
| 6 | Brinker Intl Inc | 140.0K | $20.0K | 3.1% | +13.0K | Added |
| 7 | Somnigroup International Inc | 213.0K | $19.0K | 3.0% | +3.0K | Added |
| 8 | Tapestry Inc | 147.0K | $18.7K | 2.9% | +2.0K | Added |
| 9 | Motorola Solutions Inc | 48.0K | $18.5K | 2.9% | 0 | Held |
| 10 | Johnson Ctls Intl PLC | 153.0K | $18.4K | 2.9% | +1.0K | Added |
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