Los Gatos, CACIK 17998024 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
38 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Paypal Hldgs Inc | 26.22M | $1.53B | 46.1% | −900.0K | Reduced |
| 2 | Ebay Inc. | 10.03M | $873.96M | 26.3% | 0 | Held |
| 3 | Spdr Gold Tr | 1.15M | $454.78M | 13.7% | −120.0K | Reduced |
| 4 | Zoom Communications Inc |
| 1.17M |
| $101.06M |
| 3.0% |
| 0 |
| Held |
| 5 | Nu Hldgs Ltd | 3.85M | $64.53M | 1.9% | 0 | Held |
| 6 | Ishares Tr | 210.2K | $44.22M | 1.3% | 0 | Held |
| 7 | Ishares Tr | 230.5K | $41.77M | 1.3% | 0 | Held |
| 8 | Vanguard Index Fds | 184.4K | $39.05M | 1.2% | 0 | Held |
| 9 | Vanguard Index Fds | 328.3K | $29.05M | 0.9% | 0 | Held |
| 10 | Workday Inc | 96.2K | $20.66M | 0.6% | 0 | Held |
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