London, X0CIK 17991624 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
4 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Carvana Co | 1.50M | $633.03M | 77.5% | 0 | Held |
| 2 | Servicenow Inc | 625.0K | $95.74M | 11.7% | +535.5K | Added |
| 3 | Spotify Technology S A | 150.0K | $87.11M | 10.7% | −47.5K | Reduced |
| 4 | Cardlytics Inc |
| 1.22M |
| $1.40M |
| 0.2% |
| 0 |
| Held |