Paris, I0CIK 17663925 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
36 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dayforce Inc | 2.31M | $159.5K | 19.6% | +2.31M | New |
| 2 | Alibaba Group Hldg Ltd | 621.5K | $91.1K | 11.2% | +621.5K | New |
| 3 | Eli Lilly & Co | 71.0K | $76.3K | 9.4% | +71.0K | New |
| 4 | Chart Inds Inc |
| 350.5K |
| $72.3K |
| 8.9% |
| +350.5K |
| New |
| 5 | Intuit | 105.0K | $69.6K | 8.5% | +105.0K | New |
| 6 | Oracle Corp | 295.0K | $57.5K | 7.1% | +295.0K | New |
| 7 | Sea Ltd | 446.1K | $56.9K | 7.0% | +446.1K | New |
| 8 | Schwab Charles Corp | 525.0K | $52.5K | 6.4% | +525.0K | New |
| 9 | Credo Technology Group Holdi | 342.0K | $49.2K | 6.0% | +342.0K | New |
| 10 | Jd.Com Inc | 1.23M | $35.3K | 4.3% | +1.23M | New |
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