New York, NYCIK 18086964 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
17 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Transunion | 523.5K | $44.89M | 13.5% | −19.9K | Reduced |
| 2 | Mercadolibre Inc | 16.1K | $32.33M | 9.7% | +1.9K | Added |
| 3 | Kaspi Kz Jsc | 396.0K | $30.94M | 9.3% | 0 | Held |
| 4 | Microsoft Corp |
| 60.8K |
| $29.38M |
| 8.8% |
| −4.1K |
| Reduced |
| 5 | Nu Hldgs Ltd | 1.73M | $28.96M | 8.7% | −249.9K | Reduced |
| 6 | Taiwan Semiconductor Mfg Ltd | 94.9K | $28.83M | 8.7% | −10.8K | Reduced |
| 7 | Coupang Inc | 1.10M | $25.92M | 7.8% | +381.3K | Added |
| 8 | Cbre Group Inc | 153.0K | $24.60M | 7.4% | −6.9K | Reduced |
| 9 | Meta Platforms Inc | 30.4K | $20.04M | 6.0% | −5.3K | Reduced |
| 10 | Woodward Inc | 63.9K | $19.32M | 5.8% | 0 | Held |
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