Boston, MACIK 17669084 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
11 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Okta Inc | 883.4K | $76.39M | 14.4% | −107.0K | Reduced |
| 2 | Shift4 Pmts Inc | 1.15M | $72.34M | 13.6% | −102.5K | Reduced |
| 3 | Costar Group Inc | 957.6K | $64.39M | 12.1% | +61.5K | Added |
| 4 | Alibaba Group Hldg Ltd |
| 378.2K |
| $55.43M |
| 10.4% |
| +378.2K |
| New |
| 5 | Braze Inc | 1.47M | $50.51M | 9.5% | −375.2K | Reduced |
| 6 | Procore Technologies Inc | 681.5K | $49.57M | 9.3% | −396.4K | Reduced |
| 7 | Monday Com Ltd | 254.0K | $37.47M | 7.1% | −120.3K | Reduced |
| 8 | Liberty Media Corp Del | 371.8K | $36.63M | 6.9% | +154.3K | Added |
| 9 | Intuit | 50.7K | $33.60M | 6.3% | −63.6K | Reduced |
| 10 | Blend Labs Inc | 9.02M | $27.43M | 5.2% | −816.5K | Reduced |
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