London, X0CIK 17680414 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
14 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Sunrun Inc | 10.72M | $197.23M | 18.5% | −2.69M | Reduced |
| 2 | Zeta Global Holdings Corp | 7.02M | $142.91M | 13.4% | −227.3K | Reduced |
| 3 | Sharkninja Inc | 1.04M | $116.57M | 10.9% | −217.7K | Reduced |
| 4 | Okta Inc |
| 945.0K |
| $81.71M |
| 7.7% |
| +205.0K |
| Added |
| 5 | Enphase Energy Inc | 2.35M | $75.32M | 7.1% | +2.35M | New |
| 6 | Accel Entertainment Inc | 6.06M | $69.14M | 6.5% | 0 | Held |
| 7 | Toast Inc | 1.90M | $67.47M | 6.3% | +1.90M | New |
| 8 | Capri Holdings Limited | 2.62M | $63.93M | 6.0% | +420.0K | Added |
| 9 | Fti Consulting Inc | 360.0K | $61.50M | 5.8% | −138.0K | Reduced |
| 10 | Autodesk Inc | 185.0K | $54.76M | 5.1% | +80.0K | Added |
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