Surry Hills, Nsw, C3CIK 18031944 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 | Monday Com Ltd | 119.6K | $17.65M | 17.7% | −3.6K | Reduced |
| 2 | Datadog Inc | 114.9K | $15.63M | 15.6% | −3.7K | Reduced |
| 3 | Snowflake Inc | 63.9K | $14.01M | 14.0% | −1.3K | Reduced |
| 4 | Block Inc |
| 205.2K |
| $13.36M |
| 13.4% |
| +1.7K |
| Added |
| 5 | Procore Technologies Inc | 151.0K | $10.98M | 11.0% | −5.9K | Reduced |
| 6 | Reddit Inc | 47.4K | $10.89M | 10.9% | +47.4K | New |
| 7 | Shopify Inc | 62.9K | $10.12M | 10.1% | −2.3K | Reduced |
| 8 | Duolingo Inc | 41.9K | $7.36M | 7.4% | +6.3K | Added |