Boston, MACIK 18028934 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
14 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Meta Platforms Inc | 10.1K | $6.67M | 10.7% | +10.1K | New |
| 2 | Take-Two Interactive Softwar | 26.0K | $6.66M | 10.6% | −7.8K | Reduced |
| 3 | Alphabet Inc | 21.1K | $6.61M | 10.6% | −11.0K | Reduced |
| 4 | Amazon Com Inc |
| 26.6K |
| $6.15M |
| 9.8% |
| +2.3K |
| Added |
| 5 | Chewy Inc | 146.5K | $4.84M | 7.7% | 0 | Held |
| 6 | Netflix Inc | 48.8K | $4.58M | 7.3% | +44.9K | Added |
| 7 | Philip Morris Intl Inc | 26.9K | $4.31M | 6.9% | +2.5K | Added |
| 8 | Caseys Gen Stores Inc | 7.5K | $4.14M | 6.6% | −1.8K | Reduced |
| 9 | Oddity Tech Ltd | 99.9K | $4.01M | 6.4% | +14.3K | Added |
| 10 | Pinterest Inc | 150.4K | $3.89M | 6.2% | +8.7K | Added |
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