Menlo Park, CACIK 17877274 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
6 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nu Hldgs Ltd | 42.57M | $712.70M | 71.1% | −13.21M | Reduced |
| 2 | Klarna Group PLC | 3.84M | $111.15M | 11.1% | 0 | Held |
| 3 | Rocket Cos Inc | 4.45M | $86.15M | 8.6% | 0 | Held |
| 4 | Gitlab Inc |
| 1.92M |
| $72.14M |
| 7.2% |
| +1.60M |
| Added |
| 5 | Peloton Interactive Inc | 2.54M | $15.66M | 1.6% | 0 | Held |
| 6 | Goodrx Hldgs Inc | 1.65M | $4.48M | 0.4% | 0 | Held |