New York, NYCIK 18027974 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
8 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Yext Inc | 12.79M | $103.10M | 26.4% | 0 | Held |
| 2 | Appian Corp | 1.61M | $56.98M | 14.6% | −202.4K | Reduced |
| 3 | Remitly Global Inc | 4.06M | $56.03M | 14.4% | +1.43M | Added |
| 4 | Mongodb Inc |
| 128.1K |
| $53.74M |
| 13.8% |
| −60.5K |
| Reduced |
| 5 | Clearwater Analytics Hldgs I | 1.95M | $46.95M | 12.0% | 0 | Held |
| 6 | Ncino Inc | 1.69M | $43.27M | 11.1% | +83.4K | Added |
| 7 | Ncr Atleos Corporation | 768.4K | $29.28M | 7.5% | −74.9K | Reduced |
| 8 | Life360 Inc | 8.8K | $566.6K | 0.1% | 0 | Held |