Chicago, ILCIK 17777344 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
5 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Epam Sys Inc | 300.0K | $61.46M | 26.2% | +200.0K | Added |
| 2 | Copa Holdings SA | 472.5K | $56.99M | 24.3% | 0 | Held |
| 3 | Avnet Inc | 950.0K | $45.68M | 19.5% | −340.0K | Reduced |
| 4 | Accenture PLC Ireland |
| 135.0K |
| $36.22M |
| 15.5% |
| +135.0K |
| New |
| 5 | Lightspeed Commerce Inc | 2.80M | $33.82M | 14.4% | −1.30M | Reduced |