New York, NYCIK 17545354 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
16 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Jazz Pharmaceuticals PLC | 70.5K | $11.98M | 36.8% | +136 | Added |
| 2 | News Corp New | 261.1K | $6.82M | 21.0% | −71.1K | Reduced |
| 3 | Check Point Software Tech Lt | 15.7K | $2.91M | 9.0% | +15.7K | New |
| 4 | Fastly Inc |
| 256.5K |
| $2.61M |
| 8.0% |
| +256.5K |
| New |
| 5 | Core Scientific Inc New | 144.7K | $2.11M | 6.5% | +144.7K | New |
| 6 | Envista Holdings Corporation | 59.4K | $1.29M | 4.0% | −10.4K | Reduced |
| 7 | Terawulf Inc | 100.0K | $1.15M | 3.5% | +100.0K | New |
| 8 | Boeing Co | 4.2K | $915.4K | 2.8% | +583 | Added |
| 9 | Bce Inc | 27.6K | $656.9K | 2.0% | +27.6K | New |
| 10 | Defi Development Corp | 117.2K | $591.9K | 1.8% | +107.1K | Added |
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