New York, NYCIK 18237185 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
7 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Jfrog Ltd | 475.7K | $29.71M | 19.8% | +475.7K | New |
| 2 | Elastic N V | 384.5K | $29.01M | 19.3% | +28.7K | Added |
| 3 | Mongodb Inc | 67.7K | $28.41M | 18.9% | −3.0K | Reduced |
| 4 | Servicetitan Inc |
| 226.3K |
| $24.11M |
| 16.0% |
| +80.7K |
| Added |
| 5 | Sailpoint Inc | 933.6K | $18.89M | 12.6% | +93.6K | Added |
| 6 | Belden Inc | 94.6K | $11.03M | 7.3% | +94.6K | New |
| 7 | Ptc Inc | 52.9K | $9.21M | 6.1% | −82.4K | Reduced |