San Francisco, CACIK 18029674 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 | Tesla Inc | 86.3K | $38.79M | 33.4% | 0 | Held |
| 2 | Twist Bioscience Corp | 828.8K | $26.29M | 22.6% | 0 | Held |
| 3 | Ouster Inc | 845.3K | $18.29M | 15.7% | −280.0K | Reduced |
| 4 | Madrigal Pharmaceuticals Inc |
| 21.0K |
| $12.23M |
| 10.5% |
| −20.0K |
| Reduced |
| 5 | Hyatt Hotels Corp | 70.0K | $11.22M | 9.7% | 0 | Held |
| 6 | 10x Genomics Inc | 210.9K | $3.44M | 3.0% | 0 | Held |
| 7 | 908 Devices Inc | 569.0K | $2.99M | 2.6% | 0 | Held |
| 8 | Warby Parker Inc | 134.5K | $2.93M | 2.5% | 0 | Held |